Fidelity Investments

Compensation

Full Description

Job Title: Customer Relationship Advocate Career Development Experience Company Overview: Fidelity Investments is a leading financial services company 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 and solutions tailored to individual client situations. - You will participate in continuous training programs to enhance your financial knowledge and professional 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 company policies and regulatory requirements. - You will contribute to a positive team environment by sharing insights and supporting colleagues. 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 6, Series 7). - You possess strong communication and interpersonal skills to engage effectively with 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. - Additional certifications related to finance or customer service. What We Offer: - We offer a comprehensive training program to support your career development. - We offer competitive compensation and benefits packages. - We offer opportunities for advancement within a well-established financial institution. - We offer a collaborative and inclusive workplace culture. - 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.