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. This role is designed to accelerate your early career growth by providing personalized support and opportunities to develop expertise in financial services. What You'll Do: - You will provide outstanding customer service to clients, addressing their financial needs and inquiries with professionalism and care. - You will engage in comprehensive training and development programs to enhance your financial knowledge and customer interaction skills. - You will build and maintain strong relationships with clients, ensuring a positive and supportive experience. - You will collaborate with team members and leadership to continuously improve service delivery and client satisfaction. - You will manage client accounts and transactions accurately, adhering to regulatory and company standards. - You will utilize technology and tools to efficiently resolve client issues and provide timely information. - You will participate in career development activities, including coaching and mentoring, to support your professional growth. - You will stay informed about industry trends and Fidelity’s products to better serve clients. What You Bring: - You have 1-2 years of experience in customer service or financial services roles. - You possess or are willing to obtain relevant licensing (e.g., FINRA Series 6 or 7). - You have strong communication and interpersonal skills, with a passion for helping others. - You demonstrate problem-solving abilities and attention to detail. - You are comfortable working in a fast-paced, team-oriented environment. - You have basic proficiency with technology and financial software. Bonus Points If You Have: - Previous experience in financial services or banking. - Additional licenses or certifications related to finance. - Experience with CRM systems and digital communication tools. - A degree in finance, business, or a related field. What We Offer: - We offer a comprehensive training program designed to accelerate your career development. - We offer competitive compensation and benefits, including health insurance and retirement plans. - We offer a supportive and inclusive workplace culture focused on growth and collaboration. - We offer opportunities for advancement within Fidelity’s extensive network. - We offer flexible work arrangements to support work-life balance. Ready to Apply? To join our team and start your career journey with Fidelity Investments, please submit your application through our careers portal at www.fidelitycareers.com. We look forward to hearing from you!