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 build rewarding careers. 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 gaining valuable industry knowledge and skills. This role is designed to accelerate your early career growth through personalized support, comprehensive training, and hands-on experience in client relationship management. What You'll Do: - You will provide licensed professional support to clients, addressing their financial service needs with accuracy and care. - You will build and maintain strong relationships with customers by delivering personalized and timely assistance. - You will participate in ongoing training and development programs to enhance your financial knowledge and customer service skills. - You will collaborate with team members and other departments to resolve client issues efficiently. - You will utilize Fidelity’s technology platforms to manage client accounts and transactions securely. - You will contribute to continuous improvement initiatives by providing feedback and insights from client interactions. - You will adhere to compliance and regulatory standards to ensure the integrity of client information and transactions. What You Bring: - You have 1-2 years of experience in customer service or financial services, preferably in a licensed capacity. - You possess strong communication and interpersonal skills to effectively engage with diverse clients. - You demonstrate a commitment to learning and professional development in the financial industry. - You have the ability to manage multiple tasks and prioritize effectively in a fast-paced environment. - You are detail-oriented with a strong focus on accuracy and compliance. Bonus Points If You Have: - Previous experience with financial products or services, such as investments, retirement planning, or insurance. - Licenses such as Series 6, Series 7, or Life & Health Insurance are a plus. - Proficiency with CRM software and financial technology platforms. - Bilingual abilities to support a diverse client base. What We Offer: - We offer a comprehensive benefits package including health, dental, and vision insurance. - We offer robust training and career development programs to support your growth. - We offer a collaborative and inclusive workplace culture that values diversity. - We offer competitive compensation and performance-based incentives. - 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 resume and cover letter through our online application portal. We look forward to learning how you can contribute to our mission of delivering exceptional client experiences.