Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Engage with customers via phone and email, providing top-notch support and solutions.
- Company: Join Fidelity International, a leader in investment services with over 50 years of experience.
- Benefits: Enjoy flexible working options, free parking, and comprehensive training for career growth.
- Why this job: Be part of a dynamic team that values collaboration and personal development while making a real impact.
- Qualifications: Previous customer service experience and strong communication skills are essential.
- Other info: Opportunities for promotions and pay rises as you develop your skills.
The predicted salary is between 20700 - 29480 £ per year.
About the Opportunity
- Job Type: Permanent
- Application Deadline: 01 May 2025
- Department: Client Services
- Location: Kingswood, Surrey, UK
- Reports To: Team Lead
- Salary: 25,700 plus bonus
Join us as an Associate in Client Services at Fidelity! If you enjoy phone conversations with customers, working from a premium location based in Surrey, UK and seek a dynamic role, look no further. Discover an exciting opportunity to be a key player in our thriving Customer Services - Call Centre team.
What sets you apart:
- Are you confident in your customer service skills?
- Are you able to reliably commute to the office?
- Strong telephone and interpersonal skills, with a willingness to learn new technologies?
- Passionate about finding solutions for customers and contributing positively as a proactive team player?
What sets us apart:
- Join our rapidly growing team
- Benefit from in person and virtual training including classroom and practical experience
- Free parking at our offices in Kingswood, Surrey
- Discover exciting career advancement possibilities for a secure future
About Fidelity International: We're proud to have been helping our clients build better financial futures for over 50 years. From more than 25 locations around the world, we provide investment services and retirement expertise to everyone from central banks to private individuals and have a reputation as one of the world's most successful investment solution providers.
Department overview:
Customer expectations are ever growing in complexity and the Client Services department is the most important area of our business for delivering outstanding customer experiences every day. The vision of the department is to deliver a seamless, joined up experience to our customers and advisers when they want it, however they want it. Our role is to provide our customers and advisers with help, expertise and guidance on a range of queries by building strong relationships to develop trust in our business.
What you’ll do:
- In our busy phone teams, you will be offering first-line support to direct customers or Financial Advisors and will be responsible for delivering the best customer experience possible.
- You will be provided with a comprehensive training programme that will enable you to do just that.
- As you progress you will become an ambassador for the business - learning how to promote our services to support the business.
- Throughout this time you will be supported to develop your own knowledge and personal skills against a framework of competencies, where success is rewarded by a series of promotions and pay rises.
Responsibilities:
- Handle direct customers or Independent Financial Advisor (IFA's) interactions through a range of channels, primarily phone and also email and letter - understanding their needs to provide the right solutions to them.
- Take ownership of every customer interaction to ensure issues and enquiries are resolved to the satisfaction of the customer and the business.
- Explain UK products & services as well as provide guidance on tools and sources of information to empower customers to self-serve.
- Adhere to the call process ensuring application of best practice in call introduction, query identification, resolution and call closure.
- Acknowledge and manage customer complaints, striving to achieve early resolution where possible.
- Quickly and efficiently escalate risk, potential fraud or vulnerable customer situations, ensuring escalation to the appropriate person.
Your skills and experience:
- Prior experience of working in a Customer Service industry - preferably within a corporate environment.
- Strong telephone and verbal communication skills.
- Active listener.
- Passionate about delivering positive solutions for customers.
- Experience in using technology platforms to deliver a service and a willingness to learn new technologies.
- Proactive team player with a desire to improve knowledge and contribute to positive team dynamics across the department.
Feel rewarded:
For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. We’ll be as flexible as we can about where and when you work - finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team.
Client Relations Associate employer: Fidelity International
Contact Detail:
Fidelity International Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Relations Associate
✨Tip Number 1
Familiarise yourself with Fidelity's products and services. Understanding what you’ll be discussing with customers will not only boost your confidence but also help you provide accurate information during your interactions.
✨Tip Number 2
Practice your telephone communication skills. Since this role heavily relies on phone conversations, consider role-playing scenarios with friends or family to enhance your ability to handle various customer queries effectively.
✨Tip Number 3
Showcase your problem-solving skills in any networking opportunities. Whether it’s through social media or at events, share examples of how you've successfully resolved customer issues in the past to demonstrate your proactive approach.
✨Tip Number 4
Research common customer service challenges in the financial sector. Being knowledgeable about potential issues can help you stand out as a candidate who is prepared to tackle real-world problems head-on.
We think you need these skills to ace Client Relations Associate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant customer service experience, particularly in a corporate environment. Emphasise your strong telephone and verbal communication skills, as well as any experience with technology platforms.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for delivering positive solutions for customers. Mention specific examples of how you've successfully resolved customer issues in the past and your willingness to learn new technologies.
Highlight Key Skills: In your application, clearly outline your active listening skills and your ability to take ownership of customer interactions. This role requires a proactive approach, so demonstrate how you can contribute positively to team dynamics.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in a client-facing role.
How to prepare for a job interview at Fidelity International
✨Showcase Your Customer Service Skills
Since the role focuses heavily on customer interactions, be prepared to discuss your previous experiences in customer service. Highlight specific examples where you successfully resolved issues or improved customer satisfaction.
✨Demonstrate Strong Communication Abilities
As a Client Relations Associate, strong verbal communication is key. Practice articulating your thoughts clearly and confidently. You might even want to conduct mock interviews to refine your delivery.
✨Familiarise Yourself with Fidelity's Services
Research Fidelity International and its range of products and services. Understanding what they offer will not only help you answer questions more effectively but also show your genuine interest in the company.
✨Prepare for Scenario-Based Questions
Expect to face scenario-based questions that assess your problem-solving skills. Think of situations where you had to handle difficult customers or complaints, and be ready to explain how you managed those interactions.
