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 individuals and institutions achieve their financial goals. With a strong commitment to innovation and customer service, Fidelity offers a dynamic 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 receiving personalized support and training to accelerate your career growth. This role is designed to build your skills and expertise in financial services, preparing you for long-term success at Fidelity. 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 customers to understand their financial needs. - 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 professional skills. - You will collaborate with team members and leadership to contribute to a positive work environment. - You will document customer interactions accurately and maintain compliance with company policies. - You will identify opportunities to improve customer experience and suggest process enhancements. 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 a commitment to learning and professional development. - You are detail-oriented and able to manage multiple tasks effectively. Bonus Points If You Have: - Previous experience in a financial services environment. - Familiarity with Fidelity’s products and services. - Proven ability to work collaboratively in a team setting. - Strong problem-solving skills and adaptability. What We Offer: - We offer a supportive and inclusive workplace culture focused on career growth. - We offer comprehensive training and development programs. - We offer competitive compensation and benefits packages. - We offer opportunities for advancement within Fidelity. - 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 Career Development Experience role in Greenwood Village, CO.