Fidelity Investments

Financial Services Representative - Littleton, MA

LITTLETON, MAPosted 18 days ago

Job summary

  • Job post source

    This job is directly from Fidelity Investments

  • Job overview

    The Financial Services Representative role at Fidelity Investments focuses on helping customers while providing opportunities for growth and career development, including obtaining necessary financial licenses.

  • Responsibilities and impact

    Daily responsibilities include answering customer inquiries over the phone, processing account transactions, and transitioning to an on-site role in the Investor Center after training.

  • Compensation and benefits

    Benefits include maternal and parental leave, tuition reimbursement, 401(K) matching, health and dental insurance, and various wellness programs.

  • Experience and skills

    Candidates should have customer service experience, strong interpersonal skills, and a passion for helping others, with no finance background required.

  • Career development

    The role offers structured career coaching and support to help employees navigate their career paths within Fidelity.

  • Work environment and culture

    Fidelity promotes a supportive environment with a focus on employee growth, recognition, and a balance between work and personal life.

  • Company information

    Fidelity Investments is a leading financial services firm known for its investment management, retirement planning, and brokerage services, with a commitment to customer service and employee development.

  • Team overview

    The team consists of Financial Services Representatives who collaborate to support customers and develop their skills in a dynamic environment.

  • Job location and travel

    The position is based in Littleton, MA, with a hybrid work model of remote work and in-office days at the Investor Center.

  • Application process

    Candidates can apply online, and should prepare necessary documentation, including a resume, to submit through Fidelity's career portal.

  • Unique job features

    This role includes paid training for financial certifications and a structured onboarding experience to build essential skills.

Company overview

Fidelity Investments is a multinational financial services corporation that provides investment management, retirement planning, portfolio guidance, brokerage, and benefits outsourcing services. Founded in 1946 by Edward C. Johnson II, the company has grown to become one of the largest asset managers in the world, with a diverse range of mutual funds and financial products. Fidelity generates revenue through management fees, brokerage commissions, and advisory services. The firm is known for its innovative technology solutions and commitment to customer service, making it a leader in the financial industry.

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