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Financial Customer Associate - Merrimack

Date Posted: Jun 09, 2026
Yearly: USD - USD

Job Detail

  • location_on
    Location Groton, Massachusetts, United States of America
  • desktop_windows
    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
  • calendar_view_day
    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Jul 09, 2026

Job Description

Overview

Fidelity Investments is seeking Financial Customer Associates (FCA) at their Merrimack site. This full-time role focuses on providing exceptional customer service to assist clients with their financial needs and 401k accounts. The position offers robust training and development opportunities, making it an ideal launchpad for a career in financial services.

Key responsibilities

  • Assist customers with inquiries related to their 401k accounts
  • Help clients make withdrawals, loans, and perform account maintenance
  • Provide education and resources to customers regarding their financial decisions
  • Participate in a 14-week training program to build industry knowledge and skills
  • Handle various customer interactions to achieve favorable resolutions

Required skills

  • Customer service experience (minimum 1 year)
  • Effective communication and active listening skills
  • Empathy and professionalism in customer interactions
  • Adaptability to changing work environments
  • Basic technology navigation and troubleshooting
  • High School diploma or GED

What the company offers

Not specified in the original listing.

Skills Required

Company Overview

Littleton, Massachusetts, United States of America

Fidelity Investments is a leading financial services company that provides a range of investment solutions and resources to help clients achieve their financial goals. The company emphasizes professional growth, employee support, and a robust busines... Read More

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