Fidelity Investments

Fidelity Investments

Customer Support Coordinator


Location

Merrimack, NH, 03054

Job Type

Other

Date Posted

17 June 2025

Job Summary:

Join our team at Fidelity for a unique career development experience. As a CRA, you'll have dedicated time for growth and career development while supporting customers through inbound calls. This role offers an opportunity to learn about financial services, obtain industry licenses, and develop essential skills.

Job Duties and Responsibilities:

  • Assist customers with a wide range of needs, including account inquiries, fund transfers, and trading activities.
  • Study for and obtain FINRA licenses (SIE, Series 7, and Series 63) with fully paid support and resources provided by Fidelity.
  • Engage in continuous learning and development activities to enhance skills and knowledge in financial services.
  • Provide excellent customer service through effective communication and problem-solving.
  • Celebrate achievements and milestones in career development, supported by a culture of recognition and inclusivity.
  • Participate in hybrid work settings, combining remote work with in-office collaboration.

Qualifications and Experience:

  • Strong desire to establish rapport with customers and colleagues through effective communication.
  • Previous experience in customer service, call center, or financial services preferred.
  • Genuine interest in financial services and willingness to learn.
  • Exceptional problem-solving skills and ability to handle various customer situations with empathy.
  • Comfortable with technology and navigating multiple systems simultaneously.
  • Willingness to obtain FINRA licenses within the first 3.5 months of employment.
  • Enthusiasm for continuous learning and dedication to personal and professional growth.

Benefits of the Position:

  • Comprehensive benefits package including parental leave, tuition reimbursement, student loan assistance, retirement savings plan, health insurance, and more.
  • Opportunities for career advancement and mobility within Fidelity.
  • Supportive and inclusive work culture that values employee well-being and development.
  • Dynamic working model with hybrid work arrangements to accommodate diverse needs.

About Company:

Fidelity Investments is committed to strengthening the financial well-being of clients by providing investment and technology solutions. Join us and become part of a team dedicated to making a positive impact on people's lives while building a rewarding career at Fidelity

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