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 career growth with 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 company policies. - You will resolve client inquiries and issues promptly and professionally. - You will maintain up-to-date knowledge of Fidelity’s products and services. - You will collaborate with team members to enhance the overall client experience. - You will complete required licensing and training to maintain professional standards. - You will document client interactions and transactions accurately in the system. - You will contribute to continuous improvement initiatives within the customer service team. 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 have the ability to manage multiple tasks efficiently in a fast-paced environment. - You are detail-oriented with excellent problem-solving abilities. - You are willing to obtain and maintain necessary licenses as required by Fidelity. Bonus Points If You Have: - Experience with financial products or investment services. - Previous licensing such as Series 6 or Series 7. - Proficiency with CRM software and Microsoft Office Suite. - A passion for helping clients achieve their financial goals. 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 health, dental, and vision insurance plans. - We offer 401(k) retirement plans with company match. Ready to Apply? Submit your application through our careers page at Fidelity Investments and take the first step toward a rewarding career in financial services.