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 where professionals can thrive. Role Overview: As a Customer Relationship Advocate (CRA) in the Career Development Experience program, you will be a licensed professional delivering exceptional customer service while gaining valuable skills and training to accelerate your career growth. This role is designed to provide personalized support and development opportunities to help you succeed in the financial services industry. 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 understand their financial needs. - You will utilize your licensing to offer informed guidance and support on Fidelity’s products and services. - You will participate in comprehensive training programs to enhance your financial knowledge and customer service skills. - You will collaborate with team members and leadership to continuously improve the client experience. - You will document client interactions accurately and maintain compliance with regulatory requirements. - You will contribute to a positive team environment by sharing insights and best practices. 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 have the ability to manage multiple tasks and prioritize effectively. Bonus Points If You Have: - Previous experience in the financial services industry. - Familiarity with Fidelity’s products and services. - Proven problem-solving skills and a proactive approach. - Experience working in a team-oriented environment. What We Offer: - We offer a comprehensive training and development program tailored to your career goals. - We offer competitive compensation and benefits including health, dental, and retirement plans. - We offer a supportive and inclusive workplace culture focused on growth and collaboration. - We offer opportunities for advancement within Fidelity’s diverse business units. - We offer flexible work arrangements to support work-life balance. Ready to Apply? To join our team and start your career development journey with Fidelity Investments, please submit your resume and cover letter through our online application portal. We look forward to learning more about you and how you can contribute to our team.