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 professional growth and development, Fidelity fosters a collaborative and inclusive work environment where employees can thrive and make a meaningful impact. Role Overview: As a Customer Relationship Advocate (CRA) in the Career Development Experience program, you will play a crucial role in delivering exceptional customer service while advancing your career through comprehensive training and personalized support. This role is designed to accelerate your professional growth by equipping you with the skills and knowledge needed to succeed 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 ongoing training and development programs to expand your financial knowledge and customer service skills. - You will collaborate with team members and leadership to identify opportunities for process improvements and enhanced client satisfaction. - You will manage client accounts and transactions efficiently, ensuring compliance with company policies and regulatory requirements. - You will utilize technology and tools to deliver timely and effective solutions to customer inquiries. - You will contribute to a positive team environment by sharing insights and supporting colleagues. What You Bring: - 1-2 years of experience in customer service or financial services, preferably in a licensed capacity. - Strong communication and interpersonal skills with the ability to build rapport quickly. - Demonstrated ability to learn and apply new information effectively. - Detail-oriented with strong organizational and problem-solving skills. - Ability to work in a fast-paced environment while maintaining professionalism and accuracy. Bonus Points If You Have: - Previous experience in financial services or investment products. - Relevant licenses or certifications (e.g., Series 6, Series 7). - Experience with CRM software and financial technology platforms. - Bilingual abilities or additional language skills. What We Offer: - We offer a comprehensive training program designed to accelerate your career development. - We offer competitive compensation and benefits, including health insurance and retirement plans. - We offer opportunities for advancement within Fidelity’s diverse and inclusive culture. - We offer a supportive work environment that values collaboration and continuous learning. - We offer flexible work arrangements to support work-life balance. Ready to Apply? To join our team as a Customer Relationship Advocate and take the next step in your career, please submit your application through the Fidelity Investments careers portal. We look forward to helping you grow and succeed with us.