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 embark on a unique journey designed to accelerate your professional growth. This role combines licensed professional responsibilities with exceptional customer service, providing you with personalized support, skill development, and comprehensive training. 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 engage in continuous learning and development through personalized training programs. - You will build and maintain strong client relationships to support their financial goals. - You will collaborate with team members and leadership to enhance service delivery. - You will utilize Fidelity’s technology platforms to manage client accounts and transactions efficiently. - You will contribute to a positive team environment by sharing knowledge and best practices. - You will participate in career development activities aimed at preparing you for future roles within Fidelity. What You Bring: - You have 1-2 years of experience in customer service or financial services. - You possess or are willing to obtain relevant financial licenses (e.g., Series 7, Series 63). - You have strong communication and interpersonal skills. - You demonstrate problem-solving abilities and attention to detail. - You are comfortable working in a fast-paced, technology-driven environment. - You have a commitment to continuous learning and professional growth. Bonus Points If You Have: - Experience with financial planning or investment products. - Previous experience in a call center or client-facing role. - Knowledge of Fidelity’s products and services. - Additional certifications related to finance or customer service. What We Offer: - We offer comprehensive training and licensing support to advance your career. - 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 and start your career development journey with Fidelity Investments, please submit your application through our careers portal. We look forward to helping you grow and succeed.