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 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, ensuring compliance with regulatory requirements and company policies. - You will utilize technology and tools to efficiently resolve customer issues and provide timely solutions. - 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, preferably in a licensed capacity. - You possess strong communication and interpersonal skills, with the ability to build rapport quickly. - You demonstrate a commitment to learning and professional development. - You have basic knowledge of financial products and services or a willingness to obtain necessary licenses. - You are detail-oriented and capable of managing multiple tasks in a fast-paced environment. Bonus Points If You Have: - Previous experience in a financial services call center or client-facing role. - Active or pending financial licenses such as Series 6, Series 7, or Life & Health Insurance. - Proficiency with CRM software and financial planning tools. - Bilingual abilities or experience working with diverse client populations. What We Offer: - We offer comprehensive training and career development programs tailored to your growth. - We offer competitive compensation and benefits packages including health, dental, and vision insurance. - We offer a supportive and inclusive workplace culture that values diversity and collaboration. - We offer opportunities for advancement within Fidelity’s extensive network. - 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 helping you grow and succeed in a rewarding financial services career.