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 collaborative and inclusive 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 professional skills. - You will collaborate with team members and leadership to contribute to a positive and productive work environment. - You will document client interactions accurately to ensure compliance and quality service. - You will identify opportunities for continuous improvement in customer experience and operational processes. 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 to engage effectively with clients. - You demonstrate problem-solving abilities and attention to detail. - You are motivated to learn and grow within the financial services industry. Bonus Points If You Have: - Previous experience in a financial services or investment environment. - Familiarity with Fidelity’s products and services. - Proven ability to work in a fast-paced, team-oriented setting. - Additional certifications or licenses related to finance or customer service. 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 employee well-being. - We offer opportunities for career advancement within Fidelity Investments. - 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 helping you grow and succeed.