Entry Level Customer Service

Company: Financial Advisory Workforce
Location: Placitas
Posted on: April 1, 2026

Job Description:

Fidelity Investments, a leading global financial services provider, is seeking a motivated Entry Level Customer Service Representative to join our vibrant team in Boston, MA. This role is perfect for individuals who are eager to embark on a career in the financial services industry and wish to deepen their knowledge of financial products and client support. You will be the front-line support, helping customers navigate their accounts, understand our services, and resolve their queries with efficiency and professionalism. This entry-level position offers a pathway to develop in-depth industry knowledge, backed by the training and support of one of the world's premier financial institutions. Handle customer inquiries and complaints with speed and professionalism. Provide detailed information regarding Fidelity's products and services to clients. Assist customers in account setup, troubleshooting, and maintenance. Support client retention and acquisition through excellent service. Collaborate with team members to meet or exceed customer service standards and goals. Use CRM systems to document customer interactions and issues. Strong verbal and written communication skills. Ability to rapidly learn and adapt to new financial products and technologies. Proficient in using Microsoft Office and CRM software. Excellent problem-solving skills with attention to detail. 401k Certification in Customer Service (e.g., CSIA Certified Customer Service Professional) is an advantage.

Keywords: Financial Advisory Workforce, Santa Fe , Entry Level Customer Service, Customer Service & Call Center , Placitas, New Mexico