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 understand 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 financial knowledge and customer service skills. - You will collaborate with team members and other departments to ensure seamless client experiences. - You will document client interactions accurately and maintain compliance with regulatory requirements. - You will contribute to team goals by meeting performance metrics and quality standards. What You Bring: - You have a valid financial services license or are willing to obtain one promptly. - You possess excellent communication and interpersonal skills to engage effectively with clients. - You have 1-2 years of experience in customer service or financial services preferred. - You demonstrate strong 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. - Knowledge of Fidelity’s products and services. - Additional certifications related to finance or customer service. - Proven ability to work collaboratively in a team-oriented setting. What We Offer: - We offer comprehensive training and career development programs to support your growth. - We offer competitive compensation and benefits packages. - We offer a collaborative 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 Fidelity Investments’ career portal with your resume and cover letter outlining your interest and qualifications for the Customer Relationship Advocate role.