Fidelity Investments

Compensation

Full Description

Job Title: Customer Service Representative - Covington, KY Company Overview: Fidelity Investments is a leading financial services company 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 play a vital role in delivering exceptional service to our clients. This role is designed to accelerate your career growth through comprehensive training, personalized support, and skill development, while you manage client inquiries and provide licensed financial guidance. What You'll Do: - You will engage with clients to resolve inquiries and provide tailored financial solutions. - You will maintain up-to-date knowledge of Fidelity’s products and services to offer accurate information. - You will build strong client relationships by delivering empathetic and professional support. - You will comply with regulatory requirements and maintain licensing standards. - You will collaborate with team members to share best practices and improve service quality. - You will document client interactions accurately and efficiently in our systems. - You will participate in ongoing training programs to enhance your skills and knowledge. - You will contribute to a positive team environment by supporting colleagues and fostering open communication. What You Bring: - Minimum of 1-2 years of customer service experience, preferably in financial services. - Strong communication skills, both verbal and written, with an ability to explain complex information clearly. - Ability to obtain and maintain necessary financial licenses. - Proficiency with CRM software and Microsoft Office Suite. - Demonstrated problem-solving skills and attention to detail. Bonus Points If You Have: - Experience working in a financial services or investment environment. - Previous licensing such as Series 6 or Series 7. - Bilingual abilities, especially in Spanish. - A passion for continuous learning and professional development. What We Offer: - We offer comprehensive training and career development opportunities. - We offer competitive salary and performance-based bonuses. - We offer a supportive and inclusive workplace culture. - We offer excellent health, dental, and vision insurance plans. - We offer 401(k) retirement 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 or email us directly at careers@fidelity.com. We look forward to helping you grow your career with us.