Fidelity Investments

Compensation

Full Description

Job Title: Customer Relationship Advocate Career Development Experience Company Overview: Fidelity Investments is a leading financial services corporation 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 in Covington, KY. Role Overview: As a Customer Relationship Advocate (CRA), you will be a licensed professional delivering exceptional customer service while gaining valuable experience and skills in the financial services industry. This role is designed to accelerate your early career growth through personalized support, comprehensive training, and ongoing development opportunities. What You'll Do: - You will provide outstanding customer service by addressing client inquiries and resolving issues efficiently. - You will build and maintain strong relationships with clients to support their financial needs. - You will utilize your licensing to offer informed guidance and support on Fidelity’s products and services. - You will participate in personalized training programs to enhance your professional skills. - You will collaborate with team members and leadership to contribute to a positive work environment. - You will manage client accounts with accuracy and attention to detail. - You will stay informed about industry trends and Fidelity’s offerings to better assist clients. - You will engage in continuous learning to support your career advancement within Fidelity. 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 7, Series 63). - You possess strong communication and interpersonal skills. - You demonstrate problem-solving abilities and a client-focused mindset. - You are detail-oriented with the ability to manage multiple tasks effectively. Bonus Points If You Have: - Previous experience in a financial services environment. - Knowledge of Fidelity’s products and services. - Experience with CRM software and financial account management. - A proactive approach to learning and professional development. What We Offer: - We offer comprehensive training and career development programs. - We offer competitive compensation and benefits packages. - We offer a supportive and inclusive workplace culture. - We offer opportunities for advancement within Fidelity. - We offer flexible work arrangements to support work-life balance. Ready to Apply? Submit your application through Fidelity Investments’ career portal with your resume and cover letter outlining your interest and qualifications for the Customer Relationship Advocate role.