Job Description

  • Handle and resolve a wide range of client and colleague queries via email, letters, or other correspondence
  • Process requests and escalate complaints or issues as needed
  • Ensure all interactions create a positive, helpful customer experience
  • Explain products and services to help clients get the best use of Fidelity's tools
  • Escalate risks, potential fraud, or vulnerable customer situations to the appropriate team
  • Take ownership of client interactions to ensure complete resolution
  • Maintain quality standards, meeting goals and targets, including first-time query resolution


Skills Required
Finance, Operations, Customer Service

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