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 make a meaningful impact. 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 career through tailored training and support. This role is designed to accelerate your professional growth by equipping you with the skills and knowledge needed to succeed in the financial services industry. 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 comprehensive training programs to develop your financial expertise and customer service skills. - You will collaborate with team members and leadership to identify opportunities for process improvements. - You will manage client accounts, ensuring compliance with regulatory requirements and company policies. - You will utilize technology and tools to efficiently resolve customer issues and provide timely solutions. - You will contribute to a positive team environment by sharing knowledge and supporting peers. - You will track and report on customer interactions to help improve service quality and client satisfaction. What You Bring: - You have 1-2 years of experience in customer service or a related field, preferably within financial services. - You possess strong communication and interpersonal skills, with the ability to build rapport quickly. - You demonstrate a commitment to learning and professional development. - You have basic knowledge of financial products and services or a strong interest in the financial industry. - You are detail-oriented and capable of managing multiple tasks efficiently. - You are comfortable working in a fast-paced, dynamic environment. Bonus Points If You Have: - Previous experience in a licensed financial services role. - Familiarity with regulatory compliance and industry standards. - Proficiency with CRM software and financial technology tools. - A degree in finance, business, or a related discipline. What We Offer: - We offer a structured career development program with personalized coaching and mentorship. - We offer competitive compensation and benefits, including health insurance and retirement plans. - We offer opportunities for continuous learning and professional certification. - We offer a supportive and inclusive workplace culture that values diversity. - We offer flexible work arrangements to support work-life balance. Ready to Apply? If you are ready to launch your career with Fidelity Investments and grow as a Customer Relationship Advocate, please submit your application through our careers portal. We look forward to learning more about you and how you can contribute to our team.