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 individuals and institutions achieve their financial goals. With a commitment to innovation and customer-centric solutions, Fidelity fosters a dynamic and supportive work environment that encourages professional growth and development. Role Overview: As a Customer Relationship Advocate (CRA) in our Career Development Experience program, you will embark on a unique journey designed to accelerate your career growth. This role combines licensed professional responsibilities with comprehensive training and personalized support to deliver exceptional customer service and build lasting client relationships. What You'll Do: - You will provide outstanding customer service by addressing client inquiries and resolving issues efficiently. - You will utilize your licensed professional skills to offer tailored financial guidance and support. - You will participate in ongoing training and development programs to enhance your industry knowledge and skills. - You will collaborate with team members and leadership to contribute to a positive and productive work environment. - You will manage client accounts with accuracy and attention to detail. - You will leverage technology and tools to streamline processes and improve client experiences. - You will engage in career development activities designed to prepare you for future roles 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 a commitment to learning and professional growth. - You have the ability to work effectively in a team-oriented environment. Bonus Points If You Have: - Experience with financial products and services. - Previous experience in a call center or client-facing role. - Familiarity with CRM software and financial technology tools. - A degree in finance, business, or a related field. What We Offer: - We offer comprehensive training and licensing support to help you succeed. - We offer a collaborative and inclusive workplace culture. - We offer competitive compensation and benefits packages. - We offer opportunities for career advancement within Fidelity. - We offer flexible work arrangements to support work-life balance. Ready to Apply? To join our team and start your career development journey with Fidelity Investments, please submit your application through our careers portal at www.fidelitycareers.com. We look forward to hearing from you!