Entry Level Customer Service Representative- Merrimack, NH - Lowell Massachusetts

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

Fidelity Investments, a global leader in financial services, is seeking a motivated Entry Level Customer Service Representative to join our team in Merrimack, NH. This role is pivotal in providing exceptional service to our clients and helping them achieve their financial objectives. The ideal candidate will thrive in a dynamic environment, exhibit a commitment to excellence, and possess a strong desire to learn and grow within the financial sector. Respond to customer inquiries via phone, email, and live chat regarding financial products and services. Assist customers with account setup, management, and issue resolution. Provide accurate, valid, and comprehensive information by using the right tools, resources, and techniques. Handle customer complaints, provide appropriate solutions and alternatives within the time limits, and follow up to ensure resolution. Stay current with Fidelity's financial products, services, and policies. Collaborate with team members to achieve better results and foster a positive work environment. Participate in ongoing learning and training to improve job knowledge and performance. Strong verbal and written communication skills Ability to multitask, prioritize and manage time effectively High emotional intelligence and excellent interpersonal skills Basic knowledge of financial services and products Proficiency in using computer software and customer relationship management (CRM) systems Medical Insurance Dental Insurance Vision Insurance 401k Customer Service Certification (e.g., HDI Customer Service Representative, Certified Customer Service Professional (CCSP)) preferred. Knowledge of financial markets, securities, and products is a plus. More...

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