About The Company Fidelity Investments is a leading financial services corporation committed to helping individuals achieve their financial goals through innovative solutions and exceptional customer service. With a strong focus on integrity, innovation, and client-centric values, Fidelity offers a wide range of investment management, retirement planning, portfolio guidance, brokerage, and many other financial products and services. The company fosters a collaborative and inclusive work environment where employees are empowered to grow professionally and personally while making a meaningful impact on customers' lives. Fidelity is currently transitioning to a full-time onsite working model through a phased rollout across regions and roles, reflecting its commitment to adaptability and employee engagement. About The Role We are seeking dedicated Financial Customer Associates (FCA) to join our Merrimack site. This full-time position offers an excellent opportunity to build a career in financial services by helping customers navigate their 401(k) accounts and other financial needs. The FCA role involves assisting customers with inquiries about account balances, withdrawals, loans, account maintenance, and providing educational resources to empower better financial decisions. No prior finance background is required, making this an ideal entry point for individuals passionate about helping others and eager to develop new skills. New associates will begin with a comprehensive 14-week training program, progressing from basic customer interactions to handling more complex inquiries related to client 401(k) plans. After training, associates will continue to develop their expertise through ongoing customer engagement, team activities, well-being support, and career coaching. This role requires onsite presence one week out of every four weeks, with flexibility in shift scheduling between 10:00 AM and midnight EST.

Qualifications

High School diploma or GED required Minimum of 1 year customer service experience Strong communication and interpersonal skills to establish rapport with diverse customers Excellent listening skills, professionalism, and empathy Adaptability to changing work environments, including balancing onsite and remote work Proficiency in navigating and troubleshooting basic technology and systems Ability to handle a variety of situations and drive conversations toward effective resolutions Self-motivated with strong social skills and a passion for teamwork

Responsibilities

Assist customers with inquiries related to their 401(k) accounts, including balances, withdrawals, and loans Provide account maintenance support and deliver educational resources to customers Deliver outstanding customer service via phone and digital channels Participate in training programs and continuously develop financial service knowledge Collaborate with team members and engage in well-being and career development activities Adapt to evolving onsite and remote work schedules as per company policy Maintain compliance with industry regulations and company policies

Benefits

Comprehensive health, dental, and vision insurance plans Retirement savings plans with company matching contributions Paid time off and holiday pay Employee assistance programs and well-being support Career coaching and professional development opportunities Rewards and recognition programs celebrating achievements Flexible work schedules with opportunities for extra hours Equal Opportunity Fidelity Investments is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment decisions at Fidelity are based on business needs, job requirements, and individual qualifications, without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. We comply with all applicable federal, state, and local laws governing nondiscrimination in employment.