Customer Experience Associate

Company: Fidelity Investments
Location: Westminster
Posted on: March 2, 2026

Job Description:

At Fidelity Investments, a global leader in financial services, we are seeking a dedicated Customer Experience Associate to join our vibrant team in Boston, MA. This role is pivotal in providing outstanding service to our clients and helping them understand the breadth of financial products we offer, from retirement planning to brokerage services. As a Customer Experience Associate, you will act as the first point of contact for our customers, ensuring their inquiries and needs are handled with professionalism and care, aligning with Fidelity’s high standards of service. Respond to customer inquiries via phone, email, and chat, providing clear and accurate information on products and services. Assist customers in navigating our digital platforms and facilitate transactions. Identify and assess customers’ needs to ensure satisfaction and deepen their engagement with our services. Record details of customer interactions and actions taken. Collaborate with various teams to resolve complex issues, ensuring a seamless customer experience. Participate in ongoing training to stay up-to-date with the latest financial products and services. Excellent communication and interpersonal skills Ability to explain complex financial information clearly Proficiency in CRM and relevant computer applications Strong problem-solving skills and attention to detail High empathy and patience when handling customer issues Medical Insurance Dental Insurance Vision Insurance 401k Certified Customer Service Professional (CCSP) would be an asset. Financial services-related certifications can enhance candidacy but not required.

Keywords: Fidelity Investments, Loveland , Customer Experience Associate, Customer Service & Call Center , Westminster, Colorado