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 embark on a unique journey designed to accelerate your professional growth. This role combines licensed financial expertise with exceptional customer service to deliver tailored solutions that meet client needs. What You'll Do: - You will provide outstanding customer service as a licensed professional, addressing client inquiries and concerns with empathy and expertise. - You will engage in personalized training and skill development programs to enhance your financial knowledge and customer interaction abilities. - You will build and maintain strong relationships with clients, ensuring their financial goals are understood and supported. - You will collaborate with team members and leadership to continuously improve service delivery and client satisfaction. - You will utilize Fidelity’s tools and resources to offer tailored financial solutions and guidance. - You will manage client accounts with accuracy and attention to detail, ensuring compliance with regulatory standards. - You will participate in ongoing career development activities to prepare for advanced roles within Fidelity. What You Bring: - You have 1-2 years of experience in customer service or financial services, preferably in a licensed capacity. - You possess or are willing to obtain relevant financial licenses (e.g., Series 6, Series 7). - You demonstrate strong communication and interpersonal skills, with the ability to build rapport quickly. - You have a proactive attitude towards 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 with measurable outcomes. - Familiarity with financial planning tools and software. - Additional licenses or certifications related to financial advising. What We Offer: - We offer comprehensive training and personalized career development support. - We offer competitive compensation and benefits packages. - We offer a collaborative and inclusive workplace culture. - We offer opportunities for advancement within a global financial leader. - We offer flexible work arrangements to support work-life balance. Ready to Apply? To join our team and accelerate your career with Fidelity Investments, please submit your application through our careers portal. We look forward to exploring your potential and helping you grow with us.