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 where professionals can thrive. 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 care. - 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 financial knowledge and customer service skills. - You will collaborate with team members and leadership to identify opportunities for process improvements and enhanced client satisfaction. - You will manage client accounts and transactions efficiently, ensuring compliance with regulatory standards. - You will utilize Fidelity’s technology platforms to deliver timely and effective solutions to client requests. - 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 demonstrate strong communication and interpersonal skills, with a customer-focused mindset. - You have the ability to learn quickly and adapt to a fast-paced, evolving environment. - You are detail-oriented and capable of managing multiple client interactions simultaneously. Bonus Points If You Have: - Experience working in a financial services firm or call center environment. - Prior exposure to investment products and financial planning concepts. - Additional certifications or licenses related to financial services. - Bilingual abilities or multilingual skills. What We Offer: - We offer a comprehensive benefits package including health, dental, and vision insurance. - We offer robust career development programs and continuous learning opportunities. - We offer a supportive and inclusive workplace culture that values diversity. - 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 as a Customer Relationship Advocate and kickstart your career with Fidelity Investments, please submit your application through our careers portal at www.fidelitycareers.com. We look forward to learning more about you and how you can contribute to our team.