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 Greenwood Village, CO. 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 on Fidelity’s products and services. - You will participate in continuous training programs to enhance your professional skills. - You will collaborate with team members and leadership to improve customer experience. - You will document client interactions accurately and maintain compliance with regulatory standards. - You will contribute to a positive team environment by sharing knowledge and best practices. What You Bring: - You bring 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 industry. Bonus Points If You Have: - Experience working in a financial services environment. - Previous success in a customer-facing role. - Knowledge of Fidelity’s products and services. - Ability to work effectively in a fast-paced, team-oriented setting. 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. - We offer flexible work arrangements to support work-life balance. Ready to Apply? Submit your application through Fidelity Investments’ career portal to join our team and start your journey toward a rewarding career in financial services.