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 individuals and institutions achieve their financial goals. With a commitment to innovation and customer-centric solutions, Fidelity fosters a dynamic and inclusive work environment where employees can grow and thrive. Role Overview: As a Customer Relationship Advocate (CRA) in our Career Development Experience program, you will be a licensed professional delivering exceptional customer service while gaining valuable skills and training. This role is designed to accelerate your early career growth through personalized support and development opportunities. What You'll Do: - You will provide outstanding service to customers by addressing their financial needs and inquiries with professionalism and care. - You will build and maintain strong relationships with clients to foster trust and loyalty. - You will utilize your licensing to offer informed guidance on Fidelity’s products and services. - You will participate in comprehensive training programs to enhance your financial knowledge and customer service skills. - You will collaborate with team members and leadership to continuously improve the customer experience. - You will manage customer accounts and transactions accurately and efficiently. - You will stay updated on industry trends and regulatory requirements to ensure compliance. - You will contribute to a positive team environment by sharing insights and supporting peers. What You Bring: - You have 1-2 years of experience in customer service or financial services. - You possess or are willing to obtain relevant financial licenses (e.g., Series 6, Series 7). - You have strong communication and interpersonal skills to engage effectively with diverse clients. - 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: - Previous experience in a financial advisory or brokerage environment. - Knowledge of Fidelity’s products and services. - Experience with CRM software and financial planning tools. - A bachelor’s degree in finance, business, or a related field. What We Offer: - We offer a supportive and inclusive workplace culture focused on career development. - We offer comprehensive training and licensing support to advance your professional skills. - We offer competitive compensation and benefits packages. - We offer opportunities for advancement within Fidelity’s diverse business units. - 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 financial services.