Financial Customer Associate
Company: Fidelity Investments
Location: Waterloo
Posted on: March 3, 2026
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Job Description:
Fidelity Investments, a leading global financial services
provider, is seeking a dedicated Financial Customer Associate to
join our dynamic team in Boston, MA. This key role focuses on
assisting clients by providing expert support and advice on our
various financial products. As a Financial Customer Associate, you
will help guide customers through their financial journeys with
personalized solutions, ensuring a seamless service experience.
Ideal candidates will thrive in a fast-paced environment and are
committed to helping clients achieve their financial goals. Respond
promptly to customer inquiries, providing thorough information
about financial products and services. Assist clients in account
management, from creation to maintenance and troubleshooting.
Educate customers on the array of products/services Fidelity
offers, helping them make informed decisions to meet their
financial goals. Collaborate with various teams to streamline
customer experiences and improve service delivery. Identify and
address clients’ needs and financial aspirations, contributing to
their overall satisfaction. Strong foundation in financial services
and products Excellent communication and interpersonal skills
Ability to troubleshoot and resolve issues efficiently Skillful in
the use of CRM software and financial databases Adept at handling
multiple priorities and working under pressure 401k Certifications
like Certified Financial Planner (CFP) or FINRA series
qualifications are highly regarded.
Keywords: Fidelity Investments, Lincoln , Financial Customer Associate, Customer Service & Call Center , Waterloo, Nebraska
