Financial Associate Retirement & Benefits - Merrimack

Mô tả công việc

Fidelity Investments is seeking professional individuals in our Merrimack, NH 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