Investor Center Financial Representative - Nashua, NH
Fidelity Investments - New Hampshire

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Fidelity Investments is committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our customers, helping them navigate our

full range of investor products and services, including one-on-one investment guidance, wealth management, retirement planning, income strategies, and college planning services, as well as integrated employee benefits solutions

We have 170+ Fidelity Investor Centers across

the United States and continue to open several new branches each year. Branch representatives

offer guidance and personalized investment solutions to our customers in a face-to-face setting, and help extend the reach of Fidelity's brand. It is our priority to

deliver customized and effective service, and successfully anticipate clients’ emerging needs


At Fidelity, you’ll have the support of a well-rounded team of professionals, with full access to some of the best resources and tools

in the industry. While you build relationships here, you’ll also be building your career.

Position Description

This position is an entry level opportunity that is ideal for a professional with sales and personal financial planning as their career goal. The optimum candidate will have some sales and customer service/banking experience with a bachelor's degree in Business, Economics or Finance.

Primary Responsibilities

Act as first point of contact in branch and provide exceptional service

Drive customer experience to high levels of satisfaction by adhering to the customer first principles

Introduce prospects to the full array of Fidelity products and services

Provide Fidelity customers with account information

Listen for opportunities to engage the customers in additional business and guide or advise the client or prospect on how Fidelity can be of service

Use on-line resources to capture and provide appropriate customer data

Facilitate timely, accurate and efficient mutual fund and equity transactions

Work with all branch employees as a member of the team

Transaction Processing: Set up, input and enter data to the brokerage and shareholder systems which includes all account maintenance

Outgoing customer mail, outgoing internal mail, incoming mail, imaging customer paperwork, shredding confidential paper and filing paperwork

Facilitate point of contact resolution of priority requests and customer problems

Serve as quality control point to ascertain that all paperwork, policy and procedures for customer requests have been adhered to in accordance with all compliance requirements

Customer literature inventory management, office supplies Inventory Management

Seminar Preparation

Work closely with manager and licensed representatives to keep them updated on progress and resolution of client issues/requests


Education and Experience

College degree preferred

Prior customer service, sales, or phone experience required

Experience or strong interest in sales required

Skills and Knowledge

Series 7 preferred (required within 6 months of hire)

Series 63 preferred, required within 90 days of passing the series 7 exam

Insurance License desired

Banking, insurance, or financial experience preferred

Superb interpersonal, customer interaction, and communication skills are needed

PC/Windows experience required

About Fidelity Investments

Fidelity Investments is one of the world's largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visit


Fidelity Investments is an equal opportunity employer.



Customer Service/Operations

Primary Location


New Hampshire




Job Level


Individual Contributor

Education Level


Bachelor's Degree (±16 years)

Job Type





Day Job

Overtime Status






Fidelity Investments - 20 months ago - save job
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Fidelity Investments has a rich and proud history of making financial expertise accessible and effective in helping people live the lives...