Top 15 Investment associate Jobs in Rhode Island

Financial Customer Associate - Bilingual- Smithfield
Fidelity Investments —Smithfield, RI
- 8 hour shift
- Bilingual
- Office
- High school diploma or GED
- 401(k)
3d
Audit Associate
Fidelity Investments —Smithfield, RI
- Full-time
- CPA
- Mid-level
- Office
Associate Actuary, Strategic Analytics
Centene —Rhode Island
- $87,700 - $157,800 a year
- Full-time
- Remote
- Mid-level
- SQL
- Math
- Paid holidays
- Health insurance
Associate Actuary
Centene —Rhode Island
- $87,700 - $157,800 a year
- Full-time
- Remote
- Research
- Mid-level
- SQL
- Paid holidays
- Health insurance
Planning and Advice Associate - Smithfield, RI
Fidelity Investments —Smithfield, RI
- Full-time
- Mid-level
- Office
- Communication skills
- Disability insurance
- Health insurance
Wealth Management Associate
The Washington Trust Company —Providence, RI
- $65,000 - $75,000 a year
- Full-time
- Microsoft Outlook
- 5 years
- Administrative experience
- Health insurance
- 401(k)
Quick Apply
5d
Wealth Management Client Associate
Bank of America —Providence, RI
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Investment Sales Associate
Beacon Bank —Providence, RI
- $52,000 - $90,498 a year
- Writing skills
- Mid-level
- Office
Wealth Management Associate - Retirement Benefits Group
Equitable Advisors —Warwick, RI
- $24,000 a year
- Bachelor's degree
- US work authorization
- Experience equivalent to degree accepted
- Employee stock purchase plan
- Disability insurance
Wealth Management Associate
Equitable Advisors —Warwick, RI
- $33,400 a year
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Associate - Northeast Advisor Group
Thrivent —Narragansett, RI
- Contract
- Research
- Mid-level
- Administrative experience
Quick Apply
Senior Business Development Associate
Alexander Forrest Investments, LLC —United States
- From $75,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Disability insurance
- Health insurance
Quick Apply
Associate Product Manager – Pressure & Force Portfolio
Omega Engineering Inc —United States
- $70,000 - $100,000 a year
- Remote
- Engineering
- Mid-level
- Analysis skills
Quick Apply

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Financial Customer Associate - Bilingual- Smithfield

Fidelity Investments -
Smithfield, RI

Apply Now

Job Details

Full-time
3 days ago

Benefits

401(k)

Qualifications

Customer relationship building
Client rapport building
High school diploma or GED
Customer engagement
Technical troubleshooting support
Technical Proficiency

Full Job Description

Job Description:

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, this role is required to be onsite for one week (M-F, all 5 days) out of every four weeks. Onsite expectations are likely to evolve as the rollout continues.

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Do you genuinely enjoy making a difference in the lives of others? If you answered “yes” and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Smithfield site.

In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role.

As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.

Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans.
In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching.
Rewards & Recognition: Your achievements will be celebrated as you progress through the program.
This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role.

The Expertise and Skills you Bring

Ability to establish rapport and relationships through effective communication
Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers.
Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.)
Proficiency in navigating and troubleshooting basic technology issues or systems.
Handle a variety of situations and conversations driving towards a resolution suitable for all
Self-motivated teammate with strong social skills who brings energy and passion to the team
Minimum 1 year of customer service experience
High School diploma or GED required

The Value you Deliver

A passion for helping people
Desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making
Provide outstanding customer service and communication via voice or digital channels

Our Investments in You

Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Click here to learn about a few featured benefits (not all benefits are listed)

Shifts and Hours: Monday – Friday. Training hours are 8:30am – 5:00pm EST and post training must be able to work an 8hr shift between the hours of 10am – Midnight EST

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

Customer Service

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Apply Now

Refine Your Search

investment associate jobs in rhode island

Financial Customer Associate - Bilingual- Smithfield

Audit Associate

Associate Actuary, Strategic Analytics

Associate Actuary

Planning and Advice Associate - Smithfield, RI

Wealth Management Associate

Wealth Management Client Associate

Investment Sales Associate

Wealth Management Associate - Retirement Benefits Group

Wealth Management Associate

Associate - Northeast Advisor Group

Senior Business Development Associate

Associate Product Manager – Pressure & Force Portfolio

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