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 that supports career growth and development. 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 valuable skills and training. This role is designed to accelerate your early career growth through personalized support and hands-on experience in client relationship management. What You'll Do: - You will provide outstanding service to clients by addressing their financial needs and inquiries with professionalism and accuracy. - You will develop and maintain strong client relationships to enhance customer satisfaction and loyalty. - You will complete required licensing and training programs to ensure compliance and expertise in financial products. - You will collaborate with team members and leadership to identify opportunities for process improvements. - You will utilize Fidelity’s tools and resources to deliver tailored financial solutions to clients. - You will manage client accounts and transactions efficiently while adhering to regulatory standards. - You will participate in ongoing professional development to expand your knowledge and skills. - 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 strong communication and interpersonal skills to engage effectively with clients. - You demonstrate a commitment to learning and professional growth. - You have the ability to obtain necessary licenses required for the role. - You are detail-oriented with strong problem-solving abilities. - You are comfortable working in a fast-paced, dynamic environment. Bonus Points If You Have: - Previous experience in financial services or banking. - Existing FINRA licenses such as Series 6 or 7. - Proficiency with CRM software and financial planning tools. - Bilingual abilities or additional language skills. What We Offer: - We offer comprehensive training and career development programs to support your growth. - We offer competitive compensation and benefits packages. - We offer a collaborative and inclusive workplace culture. - We offer opportunities for advancement within Fidelity Investments. - We offer flexible work arrangements to support work-life balance. Ready to Apply? To join our team as a Customer Relationship Advocate and kickstart your career with Fidelity Investments, please submit your application through our careers portal at www.fidelitycareers.com. We look forward to reviewing your application and exploring your potential with us.