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 the Career Development Experience program, you will play a crucial role in delivering exceptional customer service while advancing your professional skills. This role is designed to accelerate your early career growth through personalized support, comprehensive training, and hands-on experience in financial services. What You'll Do: - You will provide licensed professional support to clients, addressing their financial needs and inquiries with accuracy and care. - You will engage with customers to build strong relationships and ensure a positive experience with Fidelity. - You will participate in ongoing training and development programs to enhance your financial knowledge and customer service skills. - You will collaborate with team members and leadership to identify opportunities for process improvements. - You will manage client accounts and transactions in compliance with regulatory standards. - You will utilize technology and tools to efficiently resolve customer issues and provide timely solutions. - You will contribute to a culture of continuous learning and professional growth within the team. What You Bring: - You have 1-2 years of experience in customer service or financial services. - You hold or are willing to obtain relevant financial licenses (e.g., Series 6, Series 7). - You possess strong communication and interpersonal skills. - You demonstrate problem-solving abilities and attention to detail. - You are motivated to learn and grow within the financial industry. Bonus Points If You Have: - Experience working in a financial services environment. - Previous success in a customer-facing role. - Familiarity with financial products and investment concepts. - Ability to work effectively in a fast-paced, team-oriented setting. What We Offer: - We offer a comprehensive training program tailored to accelerate your career development. - We offer competitive compensation and benefits packages. - We offer opportunities for advancement within Fidelity Investments. - We offer a supportive and inclusive workplace culture. - 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 grow with us.