Job Description

  • Provide first-line support to clients, helping them manage their investments and savings
  • Respond to a wide range of client queries via letters, emails, and other correspondence
  • Process requests and manage or escalate complaints as appropriate
  • Explain products and services, ensuring clients get the most out of available tools
  • Quickly escalate risks, potential fraud, or vulnerable customer situations to the relevant personnel
  • Take ownership of client interactions, ensuring resolution to the satisfaction of the customer and business
  • Maintain performance in line with agreed goals, including quality standards and first-contact resolution


Skills Required
Finance, Customer Relations, Customer Service, Writing Skills

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