Fidelity Investments

Compensation

Full Description

Job Title: Customer Relationship Advocate Career Development Experience Company Overview: Fidelity Investments is a leading financial services company dedicated to helping clients achieve their financial goals through innovative solutions and personalized service. With a strong commitment to career development and employee growth, Fidelity fosters a supportive and dynamic work environment where professionals can thrive. Role Overview: As a Customer Relationship Advocate (CRA) in our Career Development Experience program, you will be a licensed professional delivering exceptional customer service while gaining valuable skills and training. This role is designed to accelerate your early career growth by providing personalized support and opportunities to develop expertise in financial services. What You'll Do: - You will provide outstanding customer service to clients, addressing their financial needs and inquiries with professionalism and care. - You will maintain and build strong client relationships through effective communication and problem-solving. - You will complete required licensing and training programs to enhance your knowledge and skills. - You will collaborate with team members and leadership to support client goals and company objectives. - You will utilize Fidelity’s tools and resources to deliver accurate and timely information to clients. - You will identify opportunities to educate clients about Fidelity’s products and services. - You will contribute to a positive team environment by sharing insights and feedback. - You will adhere to compliance and regulatory standards in all client interactions. What You Bring: - You have 1-2 years of experience in customer service or financial services. - You possess strong communication and interpersonal skills. - You are detail-oriented with the ability to manage multiple tasks efficiently. - You have a willingness to obtain necessary licenses and certifications. - You demonstrate problem-solving skills and a client-focused mindset. - You are comfortable working in a fast-paced, team-oriented environment. Bonus Points If You Have: - Previous experience in financial services or investment products. - Existing FINRA licenses such as Series 6 or 7. - Experience with CRM software and financial planning tools. - Bilingual abilities or additional language skills. What We Offer: - We offer comprehensive training and career development programs to support your growth. - We offer competitive compensation and benefits packages. - We offer a collaborative and inclusive workplace culture. - We offer opportunities for advancement within Fidelity. - We offer flexible work arrangements to support work-life balance. Ready to Apply? To join our team as a Customer Relationship Advocate and kickstart your career with Fidelity Investments, please submit your application through our careers portal at www.fidelitycareers.com. We look forward to reviewing your application and exploring how you can contribute to our team.