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 personalized support, comprehensive training, and skill development to empower you to deliver exceptional service as a licensed professional. 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 customers to understand their financial needs. - You will utilize your licensing to offer informed guidance on Fidelity’s products and services. - You will participate in ongoing training and development programs to enhance your skills. - You will collaborate with team members and other departments to ensure seamless customer experiences. - You will document customer interactions accurately and maintain compliance with regulatory requirements. - You will contribute to continuous improvement initiatives to enhance service quality. What You Bring: - You have 1-2 years of experience in customer service or financial services. - You possess or are willing to obtain relevant financial licenses (e.g., Series 6, Series 7). - You have strong communication and interpersonal skills. - You demonstrate problem-solving abilities and attention to detail. - You are motivated to learn and grow within the financial services industry. Bonus Points If You Have: - Previous experience in a financial services environment. - Knowledge of Fidelity’s products and services. - Experience with CRM software and customer interaction tools. - A proactive and adaptable approach to work. What We Offer: - We offer comprehensive training and career development opportunities. - We offer competitive compensation and benefits packages. - We offer a supportive and inclusive workplace culture. - We offer opportunities for advancement within Fidelity. - We offer work-life balance initiatives and wellness programs. Ready to Apply? To join our team and start your career journey with Fidelity Investments, please submit your application through our careers portal. We look forward to helping you grow and succeed.