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 embark on a unique journey designed to accelerate your professional growth. This role combines licensed financial expertise with exceptional customer service to support clients in managing their investments and financial plans. What You'll Do: - You will provide licensed financial advice and support to clients, ensuring compliance with regulatory standards. - You will deliver outstanding customer service by addressing client inquiries and resolving issues promptly. - You will participate in personalized training and development programs to enhance your skills. - You will collaborate with team members and other departments to deliver seamless client experiences. - You will manage client accounts, including transactions and documentation. - You will stay informed about financial products, market trends, and company policies. - You will contribute to continuous improvement initiatives within the team. - You will maintain accurate records and ensure data confidentiality. What You Bring: - You have 1-2 years of experience in customer service or financial services. - You hold or are willing to obtain relevant financial licenses (e.g., Series 7, Series 63). - You possess strong communication and interpersonal skills. - You demonstrate problem-solving abilities and attention to detail. - You are comfortable working in a fast-paced, team-oriented environment. Bonus Points If You Have: - Experience with financial planning or investment advisory roles. - Knowledge of Fidelity’s products and services. - Previous experience in a licensed financial professional role. - Proficiency with CRM software and financial platforms. What We Offer: - We offer comprehensive training and career development opportunities. - We offer competitive compensation and benefits packages. - We offer a supportive and inclusive workplace culture. - We offer flexible work arrangements to support work-life balance. - We offer access to wellness programs and employee resource groups. 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 careers portal at www.fidelitycareers.com.