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 where employees can thrive and make a meaningful impact. Role Overview: As a Customer Service Representative, also known as a Customer Relationship Advocate (CRA), you will be the first point of contact for our clients, providing exceptional service and support. This role is designed to accelerate your early career growth with comprehensive training, personalized coaching, and opportunities to develop your skills in a dynamic financial services environment. What You'll Do: - You will engage with clients to understand their needs and provide tailored financial solutions. - You will manage inbound customer inquiries with professionalism and efficiency. - You will maintain accurate client records and document interactions in our systems. - You will collaborate with team members and other departments to resolve client issues promptly. - You will stay informed about Fidelity’s products, services, and industry trends to offer knowledgeable support. - You will participate in ongoing training and development programs to enhance your skills. - You will ensure compliance with regulatory requirements and company policies. - You will contribute to a positive client experience by demonstrating empathy and effective communication. What You Bring: - Minimum of 1-2 years of customer service experience, preferably in financial services. - Strong communication and interpersonal skills with a client-focused mindset. - Ability to obtain and maintain necessary licenses as required by the role. - Proficiency with CRM software and Microsoft Office Suite. - Detail-oriented with strong problem-solving abilities. - Ability to work in a fast-paced, team-oriented environment. Bonus Points If You Have: - Experience with financial products and services. - Previous experience in a call center or client-facing role. - Knowledge of regulatory compliance in financial services. - Bilingual skills or additional language proficiency. What We Offer: - We offer comprehensive training and career development opportunities. - We offer competitive salary and performance-based incentives. - We offer a supportive and inclusive workplace culture. - We offer health, dental, and vision insurance plans. - We offer 401(k) retirement savings plan with company match. Ready to Apply? To join our team as a Customer Service Representative at Fidelity Investments in Covington, KY, please submit your resume and cover letter through our online application portal. We look forward to helping you grow your career with us.