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 dynamic and inclusive work environment in Merrimack, NH. 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 complete required licensing and training programs to enhance your professional qualifications. - You will collaborate with team members and management to improve service delivery and client satisfaction. - You will utilize Fidelity’s tools and resources to offer tailored financial solutions. - You will document client interactions accurately and maintain compliance with regulatory standards. - You will participate in career development workshops and skill-building sessions. - You will contribute to a positive team environment by sharing knowledge and best practices. What You Bring: - You have 1-2 years of customer service or related experience, preferably in financial services. - You possess strong communication and interpersonal skills to engage effectively with clients. - You demonstrate a willingness to learn and complete licensing requirements promptly. - You have basic computer proficiency and the ability to navigate multiple software applications. - You exhibit problem-solving skills and a client-focused mindset. Bonus Points If You Have: - Experience with financial products or services. - Previous licensing such as FINRA Series 6 or 7. - Familiarity with CRM systems and financial planning tools. - Bilingual abilities to support diverse client populations. What We Offer: - We offer a comprehensive training program to support your licensing and professional growth. - We offer competitive compensation and benefits including health, dental, and vision insurance. - We offer opportunities for career 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 promote work-life balance. Ready to Apply? Submit your application through Fidelity Investments’ career portal with your resume and cover letter. We look forward to helping you launch a rewarding career with us.