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 career development and employee growth, Fidelity fosters a supportive and dynamic work environment in Covington, KY. Role Overview: As a Customer Relationship Advocate (CRA), you will be a licensed professional delivering exceptional customer service while gaining valuable experience and skills in the financial services industry. This role is designed to accelerate your early career growth through personalized support, comprehensive training, and ongoing development opportunities. What You'll Do: - You will provide outstanding service to clients by addressing their financial needs and inquiries with professionalism and care. - You will build and maintain strong customer relationships to enhance client satisfaction and loyalty. - You will utilize your licensing to offer informed guidance on Fidelity’s products and services. - You will participate in continuous training programs to develop your financial knowledge and customer service skills. - You will collaborate with team members and leadership to contribute to a positive and productive work environment. - You will manage client accounts and ensure accurate and timely processing of transactions. - You will identify opportunities to support clients’ financial goals through tailored solutions. - You will adhere to compliance and regulatory standards to maintain Fidelity’s reputation for integrity. 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 effectively engage with clients. - You demonstrate problem-solving abilities and attention to detail. - You are motivated to learn and grow within the financial services industry. - You have proficiency with computer systems and financial software. Bonus Points If You Have: - Previous experience in a financial advisory or brokerage environment. - Additional certifications or licenses related to financial services. - Bilingual abilities to serve a diverse client base. - Experience working in a fast-paced, team-oriented setting. What We Offer: - We offer comprehensive training and career development programs to support your growth. - We offer competitive compensation and benefits packages. - We offer a collaborative and inclusive workplace culture. - We offer opportunities for advancement within Fidelity Investments. - 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!