Talent.com
Financial Customer Associate - Albuquerque
Financial Customer Associate - AlbuquerqueFidelity Investments • Sandia Park, NM, United States
Financial Customer Associate - Albuquerque

Financial Customer Associate - Albuquerque

Fidelity Investments • Sandia Park, NM, United States
30+ days ago
Job type
  • Full-time
Job description

Job Description :

Do you genuinely enjoy making a difference in the lives of others? If you answered yes and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Albuquerque site.

In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and? connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role. ?

What to expect

As a new FCA, youll learn about the financial services industry, develop your skills, and gain new experiences.

  • Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans.
  • In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching.
  • Rewards & Recognition : Your achievements will be celebrated as you progress through the program.
  • This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role.

The Skills You Bring

  • Ability to establish rapport and relationships through effective communication
  • Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers.
  • Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.)
  • Proficiency in navigating and troubleshooting basic technology issues or systems.
  • Handle a variety of situations and conversations driving towards a resolution suitable for all
  • Self-motivated teammate with strong social skills who brings energy and passion to the team
  • Minimum 1 year of customer service experience
  • High School diploma or GED required
  • The Value You Deliver

  • A passion for helping people
  • Desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making
  • Provide outstanding customer service and communication via voice or digital channels
  • Note : Fidelity is not providing immigration sponsorship for this position

    Our Investments in You

    Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Click here to learn about a few featured benefits (not all benefits are listed)

    Shifts and Hours : Monday Friday. Training hours are 7 : 30am 4 : 00pm MST and post training must be able to work an 8hr shift between the hours of 7 : 00am 10 : 00pm MST

    Certifications : Category :

    Customer Service

    Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

    Please be advised that Fidelitys business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and / or associating with individuals with certain Criminal Histories.

    Create a job alert for this search

    Financial Associate • Sandia Park, NM, United States

    Related jobs
    COMMUNITY SUPPORT WORKER

    COMMUNITY SUPPORT WORKER

    University of New Mexico - Hospitals • Cedar Crest, NM, US
    Full-time
    Receive 17% Weekday Nights, 26% Weekend Nights and 15% Weekend Day shift differentials.Compensation for this role is based on a number of factors, including but not limited to experience, education...Show more
    Last updated: 30+ days ago • Promoted
    RN Clinical Coordinator - FULL TIME

    RN Clinical Coordinator - FULL TIME

    Christus Health • White Rock, New Mexico, US
    Full-time +1
    The Clinical Supervisor, in collaboration with and under the direction of the Nursing Department Director / Manager, is accountable for ongoing shift leadership and operations of a clinical departmen...Show more
    Last updated: 12 days ago • Promoted
    Clinical Team Assistant

    Clinical Team Assistant

    Ambercare – an Addus family company • Edgewood, NM, US
    Full-time
    Ambercare Hospice is seeking a compassionate and dedicated Clinical Team Assistant to join our newly restructured team in Santa Fe, NM. Under new leadership, we are proud to cultivate a culture root...Show more
    Last updated: 2 days ago • Promoted
    Drive with Uber - Sign Up Today

    Drive with Uber - Sign Up Today

    Uber • Tijeras, New Mexico, United States
    Full-time +1
    What is Uber? Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly. Driving with Uber allows you to earn quick cash while maintaining ...Show more
    Last updated: 1 day ago • Promoted
    Audiologist - Albuquerque NM

    Audiologist - Albuquerque NM

    MRG Exams • Cedar Crest, NM, United States
    Full-time +1
    Are you a Licensed Audiologist looking to take on an assessment role? Would you find it rewarding to serve the Veteran community? We are looking for an Audiologist to perform medical assessments o...Show more
    Last updated: 30+ days ago • Promoted
    Restaurant Delivery - Sign Up and Start Earning

    Restaurant Delivery - Sign Up and Start Earning

    DoorDash • Kewa, US
    Full-time +1
    DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety o...Show more
    Last updated: 9 hours ago • Promoted • New!
    Earn on Your Schedule - Drive with Uber

    Earn on Your Schedule - Drive with Uber

    Uber • Cedar Crest, New Mexico, United States
    Full-time +1
    What is Uber? Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly. Driving with Uber allows you to earn quick cash while maintaining ...Show more
    Last updated: 12 days ago • Promoted
    Full Time RN - Clinical Coordinator

    Full Time RN - Clinical Coordinator

    CHRISTUS Health • White Rock, NM, US
    Full-time
    The Clinical Supervisor, in collaboration with and under the direction of the Nursing Department Director / Manager, is accountable for ongoing shift leadership and operations of a clinical departmen...Show more
    Last updated: 1 day ago • Promoted
    United States Customs and Border Protection Officer

    United States Customs and Border Protection Officer

    U.S. Customs and Border Protection • San Antonito, NM, US
    Full-time
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...Show more
    Last updated: 27 days ago • Promoted
    COUNSELOR SOCIAL WORKER

    COUNSELOR SOCIAL WORKER

    University of New Mexico - Hospitals • Placitas, New Mexico, United States
    Part-time
    Counselor Social Worker & Clinical.Sign-on Bonus and Relocation Assistance available!.Receive 17% weekday nights, 26% weekend nights, or 15% weekend day shift differentials!.Now hiring for provisio...Show more
    Last updated: 9 hours ago • Promoted • New!
    United States Border Patrol Agent

    United States Border Patrol Agent

    U.S. Customs and Border Protection • Sandia Park, New Mexico, US
    Permanent
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...Show more
    Last updated: 30+ days ago • Promoted
    Choose your schedule - Earn At Least $1740 For Your First 148 Trips, Guaranteed.

    Choose your schedule - Earn At Least $1740 For Your First 148 Trips, Guaranteed.

    Uber • Placitas, New Mexico, United States
    Full-time +1
    Earn at least $1740 driving with Uber when you complete your first 148 trips in 30 days.Why Uber? Driving is an easy way to boost your income while maintaining the flexibility your schedule require...Show more
    Last updated: 12 days ago • Promoted
    Fast Pay - Earn at least $1740 in your first 148 trips, guaranteed.

    Fast Pay - Earn at least $1740 in your first 148 trips, guaranteed.

    Uber • Tijeras, New Mexico, United States
    Full-time +1
    Earn at least $1740 driving with Uber when you complete your first 148 trips in 30 days.Why Uber? Driving is an easy way to boost your income while maintaining the flexibility your schedule require...Show more
    Last updated: 12 days ago • Promoted
    Associate Veterinarian Needed

    Associate Veterinarian Needed

    East Mountain Veterinary Service LLC • Edgewood, New Mexico, United States
    Full-time
    East Mountain Veterinary Service is looking for a mixed animal veterinarian to work full time.Ideal applicant is willing to work on small animals and horses. We also work on cattle, small ruminants,...Show more
    Last updated: 30+ days ago • Promoted
    Drive with Uber : Earn at least $1740 when you complete 148 trips, guaranteed

    Drive with Uber : Earn at least $1740 when you complete 148 trips, guaranteed

    Uber • Cedar Crest, New Mexico, United States
    Full-time +1
    Earn at least $1740 driving with Uber when you complete your first 148 trips in 30 days.Why Uber? Driving is an easy way to boost your income while maintaining the flexibility your schedule require...Show more
    Last updated: 12 days ago • Promoted
    Financial Customer Associate - Albuquerque

    Financial Customer Associate - Albuquerque

    Fidelity Investments • Placitas, NM, US
    Full-time
    Do you genuinely enjoy making a difference in the lives of others? If you answered “.Financial Customer Associates (FCA) in our Albuquerque site. In this full-time position, you can apply your...Show more
    Last updated: 30+ days ago • Promoted
    Licensed PT / Physical Therapist - Adult Physical Therapy Clinic

    Licensed PT / Physical Therapist - Adult Physical Therapy Clinic

    MLee Healthcare Staffing and Recruiting, Inc • Sandia Park, NM, United States
    Full-time
    Licensed PT / Physical Therapist - Adult Physical Therapy Clinic.Competitive salary based on experience and certifications. Empower Recovery and Wellness in North Central New Mexico.Are you a skille...Show more
    Last updated: 30+ days ago • Promoted
    RN Clinical Coordinator - FULL TIME

    RN Clinical Coordinator - FULL TIME

    CHRISTUS Health • White Rock, NM, US
    Full-time
    The Clinical Supervisor, in collaboration with and under the direction of the Nursing Department Director / Manager, is accountable for ongoing shift leadership and operations of a clinical departmen...Show more
    Last updated: 1 day ago • Promoted