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 in Covington, KY. Role Overview: As a Customer Relationship Advocate (CRA), you will be a licensed professional delivering exceptional customer service while engaging in a unique career development program. This role is designed to accelerate your early career growth through personalized support, comprehensive training, and skill development opportunities. 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 enhance their experience and trust. - You will participate in ongoing training and development programs to expand your financial knowledge and professional skills. - You will collaborate with team members and leadership to contribute to a positive and productive work environment. - You will utilize your licensing to offer informed guidance on Fidelity’s financial products and services. - You will document customer interactions accurately and maintain compliance with company policies and regulations. - You will proactively identify opportunities to improve customer satisfaction and operational processes. What You Bring: - You have 1-2 years of experience in customer service or financial services. - You hold or are willing to obtain relevant financial licenses (e.g., Series 6, Series 7). - You possess strong communication and interpersonal skills to engage effectively with clients. - You demonstrate problem-solving abilities and a customer-focused mindset. - You are detail-oriented and capable of managing multiple tasks in a fast-paced environment. Bonus Points If You Have: - Previous experience in the financial services industry. - Familiarity with Fidelity’s products and services. - Proven ability to work collaboratively in a team setting. - Additional certifications or licenses related to finance or customer service. What We Offer: - We offer a comprehensive training program tailored to your career development. - We offer competitive compensation and benefits including health, dental, and vision insurance. - We offer opportunities for career advancement within Fidelity. - We offer a supportive and inclusive workplace culture. - We offer flexible work arrangements to support work-life balance. Ready to Apply? Submit your application through Fidelity Investments’ career portal with your resume and cover letter outlining your interest and qualifications for the Customer Relationship Advocate Career Development Experience.