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 our 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 through personalized support and development opportunities. What You'll Do: - You will provide outstanding service to customers by addressing their financial needs and inquiries with professionalism and care. - You will maintain and build strong customer relationships through effective communication and problem-solving. - You will complete required licensing and training to enhance your expertise and compliance knowledge. - You will collaborate with team members and leadership to continuously improve customer experience. - You will utilize Fidelity’s tools and resources to deliver accurate and timely information. - You will manage customer accounts and transactions with attention to detail and accuracy. - You will participate in ongoing skill development sessions to advance your career. - You will contribute to a positive team environment by sharing insights and supporting peers. What You Bring: - You have 1-2 years of experience in customer service or financial services. - You possess strong communication and interpersonal skills. - You are detail-oriented with the ability to manage multiple tasks efficiently. - You are motivated to obtain and maintain relevant financial licenses. - You demonstrate problem-solving abilities and a customer-first mindset. - You are comfortable working in a fast-paced, dynamic environment. Bonus Points If You Have: - Previous experience in financial services or banking. - Existing financial licenses such as Series 6 or 7. - Familiarity with CRM software and financial planning tools. - Bilingual abilities or additional language skills. What We Offer: - We offer comprehensive training and licensing support to help you grow professionally. - We offer competitive compensation and benefits packages. - We offer a collaborative and inclusive workplace culture. - We offer opportunities for career 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, please submit your resume and cover letter through our careers portal at Fidelity Investments. We look forward to helping you launch a rewarding career with us.