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 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 development opportunities within a collaborative team setting. 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 on Fidelity’s products and services. - You will participate in comprehensive training programs to enhance your professional skills. - You will collaborate with team members and leadership to contribute to continuous improvement initiatives. - You will document client interactions accurately and maintain compliance with regulatory standards. - You will manage multiple client accounts while prioritizing tasks to meet deadlines. - You will engage in career development activities to prepare for future roles within Fidelity. 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. - You demonstrate problem-solving abilities and attention to detail. - You are comfortable working in a fast-paced, team-oriented environment. - You have proficiency with computer systems and software applications. Bonus Points If You Have: - Previous experience in the financial services industry. - Knowledge of Fidelity’s products and services. - Experience with CRM software. - Additional certifications related to finance or customer service. What We Offer: - We offer a comprehensive training and development program tailored to your career growth. - We offer competitive compensation and benefits packages. - We offer a supportive and inclusive workplace culture. - We offer opportunities for advancement within Fidelity. - 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 how you can grow with us.