Customer Service Representative- Merrimack, NH - Methuen Massachusetts

Company: Fidelity Investments
Location: Methuen, Massachusetts
Posted On: 03/03/2026

Fidelity Investments, a leading global financial services provider headquartered in Boston, MA, is seeking a committed Customer Service Representative to join our dynamic team in Merrimack, NH. In this role, you will be a key player in delivering outstanding support to our clients, helping them navigate through their financial journeys with our diverse array of products and services. This position is ideal for a solution-oriented individual who thrives in a fast-paced, client-focused environment. Effectively handle queries regarding Fidelity’s products and services, ensuring customer satisfaction and loyalty. Guide customers through account setup, product options, and investment strategies by providing accurate and comprehensive information. Resolve customer issues promptly by troubleshooting, effective issue escalation, and follow-through until resolution. Collaborate with various internal teams to ensure a cohesive client experience and the accurate administration of accounts. Maintain and update customer information within our databases, ensuring compliance with data protection standards. Strong interpersonal and communication skills Ability to decipher financial information accurately Proficiency in using customer relationship management (CRM) software Excellent problem-solving and conflict-resolution abilities Medical Insurance Dental Insurance Vision Insurance Life Insurance 401k Preferably certified in Customer Service Management (CSM) Knowledge of financial regulations and data privacy standards More...

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