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 our 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, 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, 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 client interactions simultaneously. Bonus Points If You Have: - Previous experience in a financial services call center or client-facing role. - Licenses such as Series 7, Series 63, or equivalent. - Proficiency with CRM software and financial technology platforms. - Bilingual abilities or experience working with diverse client populations. What We Offer: - We offer a comprehensive training program designed to accelerate your career growth. - We offer competitive compensation and benefits, including health insurance and retirement plans. - We offer opportunities for advancement within Fidelity’s extensive network. - We offer a supportive and inclusive workplace culture that values diversity and collaboration. - 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 development with Fidelity Investments, please submit your application through our careers portal at www.fidelitycareers.com. We look forward to learning more about you and how you can contribute to our team.