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Financial Service Associate in Albuquerque, NM at Veritude

Date Posted: 9/22/2018

Job Snapshot

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Job Description

Veritude is hiring for Financial Service Associates at Fidelity Investments in Albuquerque, NM.  

These positions are scheduled to start November 14th.  These are contract positions.

Financial Service Associate

Do you genuinely enjoy making a difference in the lives of others? If you answered “yes” and are an experienced customer service-minded champion who wants to apply your skills and knowledge in a meaningful way every day to help others, then we want to talk to you….

We are seeking professional individuals with a strong interest in learning financial services and the employee benefits industry (401k/403b, pension, health & insurance) for one of the largest investment firms, Fidelity Investments.

This position is located in Albuquerque, NM and allows you an opportunity to build a career at Fidelity Investments.

This is a 4-6 month contract position

Monday-Friday between the hours of 6:00am-10:00pm

Overtime opportunities with all overtime hours paid at time and half Pay rate is $14 per hour

The Expertise We’re Looking For

  • Associate Degree or Higher preferred
  • 2+ years of professional work experience; customer facing experience a plus
  • Previous exposure to or possess a sincere interest in learning more about Financial services and/or retirement products

The Purpose of Your Role

You will engage in fulfilling work by educating and empowering customers to make better decisions around saving for their retirement. You will instill confidence in our customers as they make financial decisions to achieve their fiscal dreams.

The Skills You Bring

  • You possess strong communication and rapport building skills
  • You assist others by engaging your pro-active problem solving skills
  • You manage stressful situations and conversations driving towards a resolution suitable for all
  • You can identify and collaborate with others for continuous process improvement
  • You effectively handle multiple-tasks, conversations and systems simultaneously

The Value You Deliver

  • Building outstanding customer loyalty and satisfaction with inbound callers as you effectively respond to and process their inquiries on retirement and employee benefit plans
  • Consulting with and educating customers to achieve beneficial outcomes for their retirement savings
  • Partnering with team members to achieve outstanding results as you are continuously growing and learning to enhance your expertise

How Your Work Impacts the Organization

You serve as the face and voice of Fidelity while providing retirement education and solutions to our customers. Our goal is to deliver the best customer experience in the financial services industry through superior service levels, intuitive and integrated retirement products, and by delivering better outcomes. Our teams provide support and guidance t


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