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 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 development opportunities within a collaborative team setting. 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 clients to support their financial needs. - You will complete required licensing and training programs to enhance your professional qualifications. - You will collaborate with team members and leadership to continuously improve service delivery. - You will utilize Fidelity’s tools and resources to offer tailored financial solutions. - You will document client interactions accurately and maintain compliance with regulatory standards. - You will participate in ongoing skill development workshops and career advancement activities. - You will contribute to a positive team environment by sharing knowledge and best practices. What You Bring: - You have 1-2 years of experience in customer service or financial services. - You possess strong communication and interpersonal skills. - You are motivated to obtain and maintain relevant financial licenses. - You demonstrate problem-solving abilities and attention to detail. - You are comfortable working in a fast-paced, client-focused environment. - You have basic proficiency with computer applications and financial software. Bonus Points If You Have: - Previous experience in financial services or investment advising. - Existing FINRA licenses such as Series 6 or Series 7. - Familiarity with CRM systems and data management. - A bachelor’s degree in finance, business, or a related field. What We Offer: - We offer comprehensive training and personalized career development support. - We offer competitive compensation and benefits packages. - We offer a collaborative and inclusive workplace culture. - We offer opportunities for advancement within Fidelity. - 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 hearing from you!