Fidelity Careers - PJB Presentation
You can find it all here.
save print email

Report this job
Customer Service Associate
Job Description
Fidelity Investments is seeking professional individuals in our Albuquerque, NM site with a strong interest in learning financial services and the employee benefits industry (401k/403b, pension, and health & insurance). In this role, you will be a part of a dynamic and rewarding industry while helping our customers maximize their benefits plans. You will communicate with our customers, resolve their questions, process their requests, uncover and understand unspoken needs, and provide information about financial products and services – all with a goal of helping customers fulfill their plans for retirement. If you are an experienced service and consultative-minded professional seeking to apply your skills and knowledge in a meaningful way every day, and who may also want to ultimately advance your career, then this may be the opportunity for you.
Participate in an industry-leading, comprehensive company-sponsored training program that will provide you with valuable resources, tools, and education. This unique 5-7 week program incorporates classroom-style teaching, on-the-job training, and one-on-one coaching to build an exceptional base of core skills and knowledge.
 Primary Responsibilities
  • Provide outstanding customer service to inbound callers while responding to their inquiries and requests on employee benefits plans throughout their employment lifecycle (enrollment to retirement)
  • Seek opportunities to educate customers to take ownership of their needs and maximize their retirement benefits
  • Consult and educate customers to achieve beneficial outcomes for their retirement savings
  • Reference multiple on-line resources effectively while simultaneously conversing with customers
  • Mitigate risk while adhering to quality procedures and ensuring compliance with regulatory requirements
  • Obtain and capture feedback from customers to help identify customer experience improvement opportunities
  • Partner across the organization to deliver world-class service and ensure continuous process improvements

Job Requirements

Education and Experience (Preferred, but not required)

  • Customer service experience
  • Financial services and/or employee benefits  industry experience, or an affinity towards learning more about them
  • Bachelor's Degree


Skills and Knowledge

  • Previous experience delivering outstanding customer service in a metric-oriented environment
  • Ability to confidently lead customers to the best outcomes utilizing consultative techniques and capabilities
  • Outstanding interpersonal, communication, time management, problem-solving and critical thinking skills
  • Desire to uncover unspoken customer needs through effective questioning
  • Demonstrated ability and attitude to thrive in a fast paced, challenging, and evolving team-oriented environment, while enhancing the customer experience
  • Strong aptitude for embracing new technology and the ability to simultaneously leverage multiple systems and resources
  • Focus on continuous improvement to enhance the customer experience
  • Open and responsive to quickly apply coaching and feedback for immediate improvement and proactively manage personal development 

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want— from the 23 million people investing their life savings, to the 20,000 businesses managing their employee benefits programs, to the10,000 advisors and institutions needing innovative technology solutions to invest their clients’ money. To do this well, as a privately held company, we place a high degree of value in nurturing a work environment that attracts the best talent and reflects our commitment to being an employer of choice. For more information about Fidelity Investments, visit

Fidelity Investments is an equal opportunity employer.

Job Overview

Base Pay: N/A
Other Pay: N/A
EmployeeType: Customer Service
Entry Level
Industry Type: Accounting - Finance
Healthcare - Health Services
Required Education: Not Specified
Location: Albuquerque, NM 87101 (map it!Map it!)
Experience: Not Specified
Manage Others: No
Required Travel: None
Ref ID: 1307217

We Reward Performance

Fidelity has high performance standards and pays very competitively, particularly for outstanding achievers who embody our core values. In addition, we offer you a broad range of benefits to help you in your work and personal life, U.S. benefits programs include:

• Medical & Dental Coverage
• Employee Assistance Program
• Health Education & Support
• Health Care TaxSaver Accounts
• Disability Plans
• Life & Long-Term Care
• Business Travel
• Accident Insurance

• Tuition, Computer & Fitness Reimbursement
• Fidelity Brokerage Account Discounts
• Commuter Discounts
• Fideltiy Charitable Gift Fund
• Adoption Assistance Program
• Dependant Care TaxSaver Account
• Backup Child Care
• Mortgage Services

• Profit Sharing Plan/401k
• Retiree Health Plan's Advice

For your privacy and protection, when applying to a job online:
Never give your social security number to a prospective employer, provide credit card or bank account information, or perform any sort of monetary transaction.  Learn More >>

By applying to a job using you are agreeing to comply with and be subject to the Terms and Conditions for use of our website. To use our website, you must agree with the Terms and Conditions and both meet and comply with their provisions.

About Us
Fidelity Investments has a rich and proud history. From our roots as a small mutual fund company, Fidelity has grown to become a leading provider of a wide range of services, including investment management, retirement planning, brokerage, and human resources and benefits outsourcing services. Fidelity serves a national audience of retail and corporate clients through its regional centers. While each location has a distinctive regional character, they all embody Fidelity's values and culture.

Fidelity reached a milestone $1 trillion in assets under management. But that's just the beginning. We'll continue to grow by hiring the best people, staying loyal to our past and values, and finding new and better ways to deliver the services our customers value.

Who We Are
Fidelity Investments is among the most diversified financial services companies in the world, offering a full range of product solutions for individual investors, employers, institutions and intermediaries. Our fundamental mission is to help customers and clients achieve their financial objectives. Fidelity has $3.4 trillion in assets under administration, including managed assets of $1.5 trillion, as of December 31, 2011.

What We Offer
Fidelity is one of the largest mutual fund companies1, the leading provider of workplace savings plans2in the U.S., and the country’s No. 1 provider of Individual Retirement Accounts (IRAs)3. We offer retirement planning, portfolio guidance, brokerage services and many other financial products and services to more than 20 million individuals and institutions, as well as more than 5,000 financial intermediary firms.

save print email
Twitter Linkedin twitter Linkedin
  • Apply Now
  • Customer Service Associate @ Fidelity Investments

Almost there!

Submit your email address to begin the application process for the Customer Service Associate job. .

Email is invalid Email address is needed

By applying to a job using you are agreeing to comply with and be subject to the Terms and Conditions for use of our website.