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 develop their careers. 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 early career growth through comprehensive training, personalized support, and skill development, enabling you to become a trusted financial services professional. What You'll Do: - You will provide timely and accurate responses to client inquiries, ensuring a positive customer experience. - You will assist clients with account management, transactions, and product information. - You will maintain up-to-date knowledge of Fidelity’s products, services, and regulatory requirements. - You will build strong relationships with clients by understanding their needs and offering tailored solutions. - You will collaborate with team members and other departments to resolve complex client issues. - You will participate in ongoing training and development programs to enhance your skills and knowledge. - You will ensure compliance with company policies and industry regulations in all client interactions. What You Bring: - Minimum of 1-2 years of customer service experience, preferably in financial services. - Strong communication and interpersonal skills with the ability to build rapport quickly. - Basic understanding of financial products and services or a willingness to learn. - Ability to handle multiple tasks efficiently in a fast-paced environment. - Proficiency with computer systems and software applications. Bonus Points If You Have: - Licensing such as Series 6 or Series 7 is a plus or willingness to obtain. - Experience working in a call center or client-facing role. - Demonstrated problem-solving skills and attention to detail. - Bilingual abilities to support diverse client populations. What We Offer: - We offer comprehensive training and career development opportunities to support your growth. - We offer competitive compensation and benefits packages including health, dental, and vision insurance. - We offer a supportive and inclusive workplace culture that values diversity. - We offer flexible work schedules and remote work options. - We offer employee wellness programs and financial planning resources. 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.