Fidelity Investments

Compensation

Full Description

Job Title: Customer Service Representative - Covington, KY 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 growth, Fidelity fosters a collaborative 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 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 address inquiries and resolve issues efficiently and professionally. - You will provide guidance on Fidelity’s products and services, ensuring clients receive tailored solutions. - You will maintain accurate client records and document interactions in compliance with company policies. - You will collaborate with team members and other departments to enhance the client experience. - You will participate in ongoing training programs to develop your financial knowledge and customer service skills. - You will adhere to regulatory requirements and company standards to maintain client trust. - You will contribute to a positive team environment by sharing insights and supporting colleagues. What You Bring: - You have 1-2 years of experience in customer service or a related field. - You possess strong communication and interpersonal skills with a client-focused mindset. - You are comfortable working in a fast-paced environment and managing multiple tasks. - You have basic knowledge of financial products or a willingness to learn and obtain necessary licenses. - You demonstrate problem-solving abilities and attention to detail. Bonus Points If You Have: - Previous experience in the financial services industry. - Licenses such as Series 6 or Series 7 or a willingness to obtain them. - Proficiency with CRM software and Microsoft Office Suite. - Bilingual abilities or additional language skills. What We Offer: - We offer comprehensive training and career development programs to support your growth. - We offer competitive compensation and benefits including health, dental, and vision insurance. - We offer a supportive and inclusive work environment that values diversity. - We offer opportunities for advancement within a global financial services leader. - We offer flexible scheduling options to promote work-life balance. Ready to Apply? Submit your application through our careers page at Fidelity Investments or contact our recruitment team for more information. Join us and start your journey toward a rewarding career in financial services today!