Fidelity Investments

Compensation

Full Description

Job Title: Customer Service Representative - Covington, KY 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 integrity and growth, Fidelity fosters a collaborative environment where employees can thrive and develop their careers. Role Overview: As a Customer Service Representative, also known as a Customer Relationship Advocate (CRA), you will be the first point of contact for clients, providing exceptional service and support. This role is designed to accelerate your early career growth with comprehensive training and personalized development opportunities. What You'll Do: - You will engage with clients to address inquiries and resolve issues efficiently. - You will provide accurate information about Fidelity’s products and services. - You will maintain detailed records of client interactions and transactions. - You will collaborate with team members to enhance customer satisfaction. - You will participate in ongoing training to stay current with industry regulations and company policies. - You will assist clients with account management and transaction processing. - You will ensure compliance with licensing requirements and company standards. What You Bring: - You bring at least 1-2 years of experience in customer service or related fields. - You have excellent communication and interpersonal skills. - You possess strong problem-solving abilities and attention to detail. - You are comfortable working in a fast-paced, dynamic environment. - You hold or are willing to obtain necessary licensing for the role. Bonus Points If You Have: - Experience in the financial services industry. - Knowledge of investment products and financial regulations. - Proficiency with CRM software and Microsoft Office Suite. - Bilingual abilities to support diverse client needs. What We Offer: - We offer comprehensive training and career development programs. - We offer competitive salary and performance-based incentives. - We offer a supportive and inclusive workplace culture. - We offer health, dental, and vision insurance benefits. - We offer opportunities for advancement within Fidelity Investments. Ready to Apply? Submit your application through our careers page at Fidelity Investments or contact our recruitment team for more information.