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 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 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 company policies and regulations. - 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 possess or are willing to obtain relevant financial licenses (e.g., Series 6, Series 7). - You have strong communication and interpersonal skills to engage effectively with clients. - You demonstrate problem-solving abilities and a proactive approach to client needs. - You are detail-oriented and capable of managing multiple tasks in a fast-paced environment. Bonus Points If You Have: - Experience working in a financial services or investment environment. - Knowledge of Fidelity’s products and services. - Previous success in a customer-facing role. - Additional certifications related to finance or customer service. What We Offer: - We offer a comprehensive training program designed to accelerate your career growth. - We offer competitive compensation and benefits packages. - We offer a supportive and inclusive workplace culture focused on employee development. - 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 our careers portal at Fidelity Investments and take the first step toward a rewarding career as a Customer Relationship Advocate.