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 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 utilize your licensing to offer informed guidance and solutions tailored to individual client situations. - You will participate in continuous training programs to enhance 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 document client interactions accurately and maintain compliance with company policies and regulatory requirements. - You will identify opportunities to improve processes and client experiences. 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. - You demonstrate problem-solving abilities and attention to detail. - You are motivated to learn and grow within the financial services industry. Bonus Points If You Have: - Experience working in a call center or client-facing role. - Knowledge of financial products and investment strategies. - Proven ability to work effectively in a team environment. - Prior experience with CRM software or financial platforms. What We Offer: - We offer comprehensive training and career development programs. - We offer competitive compensation and benefits packages. - We offer a supportive 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? Submit your application through the Fidelity Investments career portal with your resume and cover letter outlining your interest and qualifications for the Customer Relationship Advocate role.