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 engaging in a unique career development experience. This role is designed to accelerate your early career growth through personalized support, comprehensive training, and skill development opportunities. What You'll Do: - You will provide outstanding service to clients by addressing their financial needs and inquiries with professionalism and care. - You will maintain and build strong customer relationships to enhance client satisfaction and loyalty. - You will participate in ongoing training programs to develop your financial knowledge and customer service skills. - You will collaborate with team members and leadership to ensure a seamless client experience. - You will utilize Fidelity’s tools and resources to deliver accurate and timely information to clients. - You will adhere to compliance and regulatory standards to protect client interests and company integrity. - You will contribute to a positive team environment by sharing insights and supporting peers. What You Bring: - You have 1-2 years of experience in customer service or financial services. - You possess or are willing to obtain relevant licensing (e.g., Series 6, Series 7). - You have strong communication and interpersonal skills to effectively engage with clients. - You demonstrate a commitment to learning and professional growth. - You are detail-oriented and capable of managing multiple client interactions efficiently. Bonus Points If You Have: - Experience working in a financial services environment. - Previous success in a customer-facing role. - Knowledge of investment products and financial planning. - Ability to work collaboratively in a fast-paced team setting. What We Offer: - We offer a comprehensive training program tailored to accelerate your career development. - We offer competitive compensation and benefits including health, dental, and vision insurance. - We offer opportunities for advancement within Fidelity’s extensive network. - We offer a supportive and inclusive workplace culture focused on employee well-being. - 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.