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 individuals and institutions achieve their financial goals. With a commitment to innovation and customer-centric solutions, Fidelity fosters a dynamic and inclusive work environment where employees can grow and 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 services with exceptional customer service, providing you with personalized support, skill development, and comprehensive training to build a successful career at Fidelity. What You'll Do: - You will provide licensed financial services and advice to clients, ensuring compliance with regulatory standards. - You will deliver outstanding customer service by addressing client inquiries and resolving issues promptly. - You will participate in ongoing training and development programs to enhance your financial knowledge and customer interaction skills. - You will collaborate with team members and leadership to contribute to a positive and productive work environment. - You will utilize Fidelity’s technology platforms to manage client accounts and transactions efficiently. - You will identify opportunities to deepen client relationships and support their financial goals. - You will maintain accurate records and documentation in accordance with company policies. - You will adapt to evolving business needs and demonstrate flexibility in a fast-paced environment. 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 financial licenses (e.g., Series 6, Series 7). - You have strong communication and interpersonal skills to engage effectively with clients. - You demonstrate a commitment to learning and professional development. - You are detail-oriented with the ability to manage multiple tasks simultaneously. - You are proficient with technology and comfortable using digital tools for client management. Bonus Points If You Have: - Experience working in a financial services environment. - Previous success in a customer-facing role. - Knowledge of investment products and financial planning concepts. - Ability to work collaboratively in a team-oriented setting. What We Offer: - We offer a comprehensive training program tailored to accelerate your career growth. - We offer competitive compensation and benefits packages. - We offer opportunities for professional development and advancement within Fidelity. - We offer a supportive and inclusive workplace culture. - We offer flexible work arrangements to support work-life balance. Ready to Apply? To join our team as a Customer Relationship Advocate and start your career development journey with Fidelity Investments, please submit your application through our careers portal at www.fidelitycareers.com. We look forward to hearing from you!