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 build rewarding careers. 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 professional skills. This role is designed to accelerate your early career growth through personalized support, comprehensive training, and hands-on experience in financial services. 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 knowledge of financial products and services. - You will collaborate with team members and leadership to identify opportunities for process improvements and customer satisfaction. - You will manage client accounts, ensuring compliance with regulatory requirements and company policies. - You will utilize technology and CRM tools to track interactions and follow up on client requests promptly. - 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 or are willing to obtain relevant financial licenses (e.g., Series 6, Series 7). - You have strong communication skills, both verbal and written, with the ability to explain complex information clearly. - You demonstrate problem-solving abilities and a customer-centric mindset. - You are comfortable working in a fast-paced, dynamic environment and adapting to change. Bonus Points If You Have: - Experience with CRM software and financial planning tools. - Previous work in a call center or client-facing role within financial services. - Additional certifications related to finance or customer service. - Bilingual abilities or experience working with diverse client populations. What We Offer: - We offer a comprehensive benefits package including health, dental, and vision insurance. - We offer robust professional development programs and career advancement opportunities. - We offer a supportive and inclusive workplace culture focused on employee well-being. - We offer competitive compensation and performance-based incentives. - We offer flexible work arrangements to support work-life balance. Ready to Apply? To join our team and accelerate your career with Fidelity Investments, please submit your resume and cover letter through our online application portal. We look forward to learning how you can contribute to our mission of delivering exceptional client experiences.