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For your reference, we have included the original job posting below.
Customer Service Associate - Defined Contribution/401K (Full-time)
Job Number:
25683323
Company Name:
Fidelity
Job Location:
Covington, KY US
Job Category:
Customer Service
Customer Service Associate - Defined Contribution/401K (Full-time)
Customer Service Associate - Defined Contribution/401K (Full-time) - 1003215
Description
Professionals are needed to help our customers reach their financial goals! As a Customer Service Associate within our 401(k) service teams, you will be responsible for communicating with our customers and meeting their needs thru first call problem resolution, processing their requests, and providing information about financial products and services to help them maximize their plans for retirement. We now have multiple opportunities to work full-time in our Covington, Kentucky site. This position is for experienced customer service professionals seeking to apply their Skills and Knowledge in a meaningful way every day.
We are looking to hire multiple full-time associates to work Monday - Friday for the following Shift:s:
11:30 am to 8:00 pm EST
12:00 pm to 8:30 pm EST
Primary Responsibilities
* Educate customers on ways to maximize their 401(k) plan by identifying, responding and assessing their needs
* Process account inquiries, historical transaction information and check replacement
* Communicate contribution, loan processing and withdrawal guidelines
* Administer 401(k) distribution payouts
* Utilize a Microsoft Windows based workstation to identify customer information
* Participate in an industry-leading, comprehensive company sponsored training program that will provide you with valuable resources, tools and education. The unique eight week program incorporates class room style teaching, on the job training, and one-on-one coaching to build an exceptional base of core skills and knowledge.
Qualifications
Education and Experience
Preferred but not required
* Previous customer service experience within an inbound service center
* Previous experience working with a Microsoft Windows-based work station
* College degree
Skills and Knowledge
* Ability to demonstrate leadership qualities in your role
* Previous experience owning and delivering outstanding customer service in a metrics environment
* Proven team player focused on continuous improvement to enhance customer experience
* Solid interpersonal and communication skills
* Demonstrated problem solver
* Ability and attitude to thrive in a high paced, challenging environment
* Capable of embracing technology to perform necessary transactions
Company Overview
Fidelity Investments is one of the world's largest providers of financial services. Fidelity offers investment management, retirement planning, brokerage, and human resources and benefits outsourcing services to over 20 million individuals and institutions as well as thousands of financial intermediary firms. The firm is the largest mutual fund company in the United States, the No. 1 provider of workplace retirement savings plans, the largest mutual fund supermarket, a leading online brokerage firm and one of the largest providers of custody and clearing services to financial professionals. For more information about Fidelity Investments, visit
