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 supportive 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 personalized support and skill development. This role is designed to accelerate your early career growth through comprehensive training and hands-on experience. What You'll Do: - You will provide outstanding service to clients by addressing their financial needs and inquiries. - You will build and maintain strong customer relationships through effective communication and problem-solving. - You will complete required licensing and training to enhance your professional qualifications. - You will collaborate with team members and leadership to deliver seamless client experiences. - You will utilize Fidelity’s tools and resources to support client financial goals. - You will participate in ongoing development programs to refine your skills and knowledge. - You will manage client accounts with accuracy and attention to detail. - You will contribute to a positive team environment by sharing insights and feedback. What You Bring: - You have 1-2 years of experience in customer service or financial services. - You possess strong communication and interpersonal skills. - You are motivated to obtain or already hold relevant financial licenses. - You demonstrate problem-solving abilities and attention to detail. - You are adaptable and eager to learn in a fast-paced environment. Bonus Points If You Have: - Experience with financial products or investment services. - Previous licensing such as Series 7 or Series 63. - Background in sales or client relationship management. - Familiarity with CRM software and financial planning tools. 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 cutting-edge technology and resources. Ready to Apply? To join our team and accelerate your career with Fidelity Investments, please submit your application through our careers portal at www.fidelitycareers.com. We look forward to hearing from you!