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 tailored training and 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 relationships and ensure a positive experience with Fidelity. - You will participate in comprehensive training programs to develop your technical and interpersonal skills. - You will collaborate with team members and leadership to continuously improve service delivery. - 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 culture of continuous learning and professional development. What You Bring: - Minimum of 1-2 years of experience in customer service or a related field. - Ability to obtain and maintain relevant financial licenses. - Strong communication and interpersonal skills with a customer-focused mindset. - Demonstrated problem-solving abilities and attention to detail. - Proficiency with technology and willingness to learn new systems. Bonus Points If You Have: - Experience in the financial services industry. - Previous licensing such as Series 6 or Series 7. - Background in sales or client relationship management. - Bilingual abilities or additional language skills. What We Offer: - We offer a supportive and dynamic work environment focused on career growth. - We offer comprehensive training and development programs tailored to your needs. - We offer competitive compensation and benefits packages. - We offer opportunities for advancement within Fidelity Investments. - We offer a culture that values diversity, inclusion, and employee well-being. 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. We look forward to learning more about you and how you can contribute to our mission of helping clients succeed.