Fidelity Investments

Compensation

Full Description

Job Title: Customer Relationship Advocate Career Development Experience Company Overview: Fidelity Investments is a leading financial services corporation dedicated to helping individuals and institutions achieve their financial goals. With a commitment to innovation and customer-centric solutions, Fidelity fosters a dynamic and supportive work environment that encourages professional growth and development. Role Overview: As a Customer Relationship Advocate (CRA) in our Career Development Experience program, you will play a crucial role in delivering exceptional service to our clients while accelerating your career through personalized training and skill-building opportunities. This role is designed to equip you with the knowledge and experience needed to thrive in the financial services industry. What You'll Do: - You will provide licensed professional support to clients, addressing their financial needs and inquiries with accuracy and empathy. - You will engage with customers to build strong, trust-based relationships that enhance their experience with Fidelity. - You will participate in comprehensive training programs to develop your technical and interpersonal skills. - You will collaborate with team members and leadership to continuously improve service delivery and client satisfaction. - You will manage client accounts, ensuring compliance with regulatory requirements and company policies. - You will utilize Fidelity’s technology platforms to efficiently resolve client issues and provide timely information. - You will contribute to a positive team environment by sharing insights and supporting colleagues. What You Bring: - You have 1-2 years of experience in customer service or financial services roles. - You hold or are willing to obtain relevant financial licenses (e.g., Series 6, Series 7). - You possess strong communication skills, both verbal and written, with a customer-focused mindset. - You demonstrate problem-solving abilities and attention to detail in a fast-paced environment. - You are comfortable using technology and learning new software tools. Bonus Points If You Have: - Experience working in a financial services or investment environment. - Previous success in a customer advocacy or client-facing role. - Additional certifications related to finance or customer service. - Bilingual abilities or experience working with diverse client populations. What We Offer: - We offer a structured career development program with personalized coaching and mentorship. - We offer competitive compensation and benefits packages, including health insurance and retirement plans. - We offer opportunities for continuous learning and professional growth. - We offer a collaborative and inclusive workplace culture that values diversity. - We offer flexible work arrangements to support work-life balance. Ready to Apply? To join our team and start your career journey with Fidelity Investments, please submit your resume and cover letter through our online application portal. We look forward to learning how you can contribute to our mission of delivering exceptional client experiences.