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 frontline ambassador for Fidelity, providing exceptional service and support to our clients. This role is designed to accelerate your 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, maintaining high satisfaction levels. - You will collaborate with internal teams to enhance service delivery and client experience. - You will maintain up-to-date knowledge of Fidelity products, services, and industry trends. - You will participate in ongoing training programs to develop your skills and advance your career. - You will adhere to all company policies and regulatory requirements to protect client information. What You Bring: - You have at least 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 have a willingness to obtain necessary licenses and certifications. - You demonstrate problem-solving skills and a client-focused mindset. Bonus Points If You Have: - Experience with financial products or investment services. - Previous licensing such as Series 6 or Series 7. - Proficiency in 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 retirement savings plans with company matching. Ready to Apply? To join our dynamic team at Fidelity Investments, please submit your resume and cover letter through our careers portal at www.fidelitycareers.com. We look forward to helping you grow your career with us.