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 empathy. - 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 technical and interpersonal skills. - You will collaborate with team members and leadership to continuously improve service delivery and client satisfaction. - You will manage client accounts, ensuring compliance with regulatory requirements and company policies. - You will utilize Fidelity’s technology platforms to efficiently resolve client issues and provide timely information. - You will contribute to a positive team environment by sharing knowledge and supporting peers. What You Bring: - Minimum of 1-2 years of experience in customer service or financial services roles. - Licenses such as Series 7 or Series 63 are preferred or a willingness to obtain them. - Strong communication and interpersonal skills with a customer-focused mindset. - Ability to learn quickly and adapt to a fast-paced, dynamic environment. - Proficiency with technology and comfort using multiple software platforms. - High school diploma or equivalent; further education in finance or related fields is a plus. Bonus Points If You Have: - Previous experience in a financial services or investment environment. - Additional licenses or certifications related to financial advising or customer service. - Demonstrated ability to work effectively in a team-oriented setting. - Bilingual skills or experience working with diverse client populations. What We Offer: - We offer a structured career development program with personalized coaching and mentorship. - We offer competitive compensation and benefits including health, dental, and vision insurance. - We offer opportunities for professional growth and advancement within Fidelity. - We offer a supportive and inclusive workplace culture that values diversity and collaboration. - 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.