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 customer issues and process transactions. - You will contribute to a positive team environment by sharing knowledge and supporting peers. What You Bring: - You have 1-2 years of experience in customer service or financial services roles. - You possess or are willing to obtain relevant licensing (e.g., FINRA Series 6 or 7). - You have strong communication skills, both verbal and written, with a customer-focused mindset. - You demonstrate problem-solving abilities and attention to detail. - You are comfortable working in a fast-paced, dynamic environment. Bonus Points If You Have: - Experience with financial products and services. - Previous experience in a call center or client-facing role. - Knowledge of regulatory compliance and industry standards. - Proficiency with CRM software and financial technology tools. What We Offer: - We offer a structured career development program with personalized coaching and mentorship. - We offer competitive compensation and benefits packages. - We offer opportunities for professional growth and advancement within Fidelity. - We offer a supportive and inclusive workplace culture. - 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 reviewing your application and exploring how you can contribute to our team.