Post Job Free
Sign in

Remote Customer Assistance and Business Information Associate

Company:
Fidelity Investments LLC
Location:
Palestine, TX
Posted:
October 13, 2026
Apply

Description:

We are seeking a reliable Remote Customer Assistance and Business Information Associate to support customer communication and routine information-management activities from a home-based work environment. This role combines customer service, administrative support, digital record maintenance, and basic information processing. The successful candidate should be organized, comfortable working with computers, and able to communicate clearly while handling routine tasks with accuracy.

The associate may assist customers through approved telephone, email, chat, or online communication channels. Responsibilities can include responding to general questions, reviewing customer requests, confirming relevant details, documenting interactions, and providing appropriate follow-up. Employees should maintain a courteous and professional tone and use company-approved information when responding to customers. Requests requiring specialized attention should be documented and transferred to the appropriate department.

Business information duties may include entering new information, updating existing records, reviewing electronic forms, organizing digital documents, and maintaining internal spreadsheets or databases. Employees should carefully review information before submitting changes and follow established procedures when an entry appears incomplete or inconsistent. Accurate records are important because different teams may rely on the information when serving customers or completing operational tasks.

The position may also involve assisting with routine request tracking. Employees may update the status of open requests, record completed actions, organize follow-up details, and communicate relevant information to authorized coworkers. Good documentation helps maintain continuity and allows team members to understand what has already been completed.

Remote employees should be able to manage their daily responsibilities in an organized manner. Depending on the employer, the

Apply