Entry Level Customer Service Representative- Smithfield, RI

Company: Fidelity Investments
Location: Lincoln
Posted on: February 1, 2026

Job Description:

Fidelity Investments, a leading global financial services firm with a strong presence in Smithfield, RI, is seeking a dedicated Entry Level Customer Service Representative to join our dynamic team. This role is vital in fostering excellent customer relations and ensuring the satisfaction of our clients by providing top-notch support and guidance in our various financial products and services. As a front-line representative, you will be pivotal in helping customers navigate their financial journeys, addressing inquiries, and resolving issues with the precision and efficiency that Fidelity Investments is known for worldwide. Provide accurate, valid, and comprehensive information by using the right methods/tools to our clients. Handle customer complaints, provide appropriate solutions and alternatives within the time limits and follow up to ensure resolution. Identify and assess customers' needs to achieve satisfaction. Build sustainable relationships of trust through open and interactive communication. Follow communication procedures, guidelines, and policies. Take the extra mile to engage customers. Strong communication and interpersonal skills Ability to handle stressful situations Problem solving and decision-making skills Proficiency in MS Office and customer service software Detail oriented with a high degree of accuracy Medical Insurance Dental Insurance Vision Insurance 401k Certification in Customer Service preferred (e.g., CCS, CCCS) Any financial services industry certifications are a plus

Keywords: Fidelity Investments, Woonsocket , Entry Level Customer Service Representative- Smithfield, RI, Customer Service & Call Center , Lincoln, Rhode Island