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Entry Level Investment Customer Service Job

Entry Level Investment Customer Service Job

Job description

Fidelity International, one of the worlds leading wealth management & investment firms are looking for ambitious Custgomer Service Personell for their Kingswood, Surrey location.

Client Service Associates Key Accountabilities:

  • Communicate with customers via a variety of channels, including phone calls, emails and letters - understanding their needs and providing solutions accordingly.
  • Associates will be responsible for every customer interaction to ensure that issues and enquiries are resolved to both the customer and the business's satisfaction.
  • Perform administration tasks on behalf of the customer (transaction requests, account amendments).
  • Manage customer complaints to a quick resolution, or escalate if necessary.
  • Explain products & services as well as provide guidance on tools and sources of information to empower customers to self-serve.
  • Obtain accurate details of interactions to be able to analyze & improve the contact drivers and opportunities.

Client Service Associate Skills & Experience:

  • Work experience in a Customer Services environment.
  • Experience of working in a regulated environment preferred.
  • Proactive approach to finding information and offering improvement for others.
  • Ability to work under pressure.
  • Proactive team player with a desire to improve knowledge across the department.
  • Ability to communicate effectively, verbally or in writing, flexing approach to provide a service tailored to the customer.


  • £24,000 Salary
  • Up to 10% performance bonus Annually
  • Health insurance
  • 10% Non-contributory pension
  • Bike to Work scheme
  • Subsidized Canteen
  • Hybrid working arrangements
  • Overtime
  • 23 days annual leave & UK bank holidays
  • Learning & development support

As soon as recruits join, and throughout their tenure, will receive extensive training along with learning & developement support

If you are a recent graduate, looking to gain an entry level role, or are an experienced client service associate & have a desire to work and build a career in finance please apply now! We would be happy to discuss this role in further detail with you.