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 relationships with clients 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 to prepare 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 a commitment to learning and professional growth. - You are detail-oriented and able to manage multiple tasks effectively. - You are proficient with technology and comfortable using digital tools. Bonus Points If You Have: - Previous experience in a financial services environment. - Additional financial certifications or licenses. - Experience working in a team-oriented, collaborative setting. - Bilingual abilities or additional language skills. What We Offer: - We offer a comprehensive training and development program tailored to your career goals. - We offer competitive compensation and benefits packages. - We offer a supportive 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.