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 inclusive 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 customers by addressing their financial needs and inquiries. - You will build and maintain strong relationships with clients to enhance their experience with Fidelity. - You will utilize your licensing to offer informed guidance on financial products and services. - You will participate in ongoing training and development programs to expand your professional skills. - You will collaborate with team members and leadership to meet performance goals. - You will document customer interactions accurately and efficiently. - You will identify opportunities to improve customer satisfaction and contribute to process enhancements. - You will adhere to compliance and regulatory standards in all customer interactions. 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. - You demonstrate problem-solving abilities and attention to detail. - You are motivated to learn and grow within the financial industry. Bonus Points If You Have: - Experience working in a financial services environment. - Knowledge of investment products and financial planning. - Previous success in a customer-facing role. - Ability to work effectively in a fast-paced, team-oriented setting. 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 financial tools 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!