Fidelity Investments

Compensation

Full Description

Job Title: Customer Service Representative 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 excellence, Fidelity fosters a collaborative and growth-oriented work environment. 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 through comprehensive training and personalized development opportunities. What You'll Do: - You will engage with clients to understand their needs and provide tailored financial solutions. - You will manage client accounts, ensuring accuracy and compliance with regulatory standards. - You will resolve client inquiries and issues promptly and professionally. - You will collaborate with internal teams to enhance the client experience. - You will maintain up-to-date knowledge of Fidelity products and services. - You will participate in ongoing training to develop your skills and industry knowledge. - You will adhere to company policies and regulatory requirements at all times. What You Bring: - You bring at least 1-2 years of customer service experience, preferably in financial services. - 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 have a willingness to obtain necessary licenses and certifications. Bonus Points If You Have: - Experience with financial products and services. - Previous licensing such as Series 6 or 7. - Proficiency with CRM software and Microsoft Office Suite. - Bilingual abilities are a plus. What We Offer: - We offer comprehensive training and career development programs. - We offer competitive salary and performance-based bonuses. - We offer a supportive and inclusive workplace culture. - We offer comprehensive health, dental, and vision insurance. - We offer 401(k) retirement plans with company match. Ready to Apply? Submit your resume and cover letter through our online application portal at Fidelity Investments careers page. We look forward to helping you grow your career with us.