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 be a licensed professional delivering exceptional customer service while gaining valuable skills and training. This role is designed to accelerate your early career growth by providing personalized support and opportunities to develop expertise in financial services. 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 comprehensive training programs to enhance your financial knowledge and customer service skills. - You will collaborate with team members and leadership to contribute to continuous improvement initiatives. - You will document customer interactions accurately to ensure compliance and quality standards. - You will manage multiple customer accounts while maintaining attention to detail and professionalism. - You will leverage technology and tools provided by Fidelity to deliver seamless service experiences. 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 to engage effectively with clients. - You demonstrate problem-solving abilities and a proactive approach to customer needs. - You are detail-oriented with the ability to manage multiple tasks simultaneously. - You have a commitment to learning and professional development. Bonus Points If You Have: - Experience working in a financial services environment. - Familiarity with CRM software and financial planning tools. - Additional licenses or certifications related to finance or customer service. - Bilingual skills or experience working with diverse customer populations. What We Offer: - We offer a supportive and inclusive workplace culture focused on career growth. - We offer comprehensive training and development programs tailored to your career path. - We offer competitive compensation and benefits including health, dental, and retirement plans. - We offer opportunities for advancement within Fidelity’s extensive network. - 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. We look forward to helping you grow and succeed with us.