Customer Service Representative

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

Job Description:

Fidelity Investments, a globally recognized leader in financial services, is seeking a Customer Service Representative to join our dynamic team in Boston, MA. This role is pivotal in providing exceptional service and support to our clients, helping them navigate through our comprehensive range of financial products including retirement planning and brokerage services. The ideal candidate will exhibit a strong passion for helping clients realize their financial goals while delivering top-notch customer experiences. Respond to customer inquiries via phone, email, and live chat Provide detailed information about Fidelity's financial products and services Assist in resolving issues and complaints with attention to detail and in a timely manner Guide clients through account setup, troubleshooting, and service upgrades Maintain a thorough understanding of Fidelity’s offerings to provide accurate support Participate in ongoing training to stay current on products, services, and policies Document all client interactions accurately Facilitate communication between clients and relevant departments to solve complex issues Excellent verbal and written communication skills Strong interpersonal skills and patience Ability to understand financial services and products Proficient in CRM software and strong computer skills Problem-solving skills and attention to detail Capability to handle stressful situations professionally Medical Insurance Dental Insurance Vision Insurance 401k Preferably holds FINRA Series 7 and Series 63 certifications

Keywords: Fidelity Investments, Aspen , Customer Service Representative, Customer Service & Call Center , Lakewood, Colorado