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 individuals and institutions achieve their financial goals. With a commitment to innovation and customer-centric solutions, Fidelity offers a dynamic work environment that fosters growth and development. 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 through personalized training and skill development, ensuring you become a trusted advisor to our customers. What You'll Do: - You will engage with customers to understand their needs and provide tailored financial solutions. - You will manage inbound inquiries and resolve issues efficiently to ensure customer satisfaction. - You will maintain accurate records of customer interactions and transactions. - You will collaborate with team members and other departments to enhance the customer experience. - You will stay informed about Fidelity’s products, services, and industry trends. - You will participate in ongoing training programs to develop your skills and knowledge. - You will adhere to compliance and regulatory requirements in all customer interactions. What You Bring: - You bring at least 1-2 years of experience in customer service or a related field. - You have excellent communication and interpersonal skills. - You possess strong problem-solving abilities and attention to detail. - You are comfortable working with technology and learning new systems. - You hold or are willing to obtain relevant licenses as required by the role. Bonus Points If You Have: - Experience in the financial services industry. - Knowledge of investment products and financial planning. - Previous experience with CRM software. - Bilingual abilities to support diverse customer needs. What We Offer: - We offer comprehensive training and career development opportunities. - We offer competitive salary and benefits packages. - We offer a supportive and inclusive work environment. - We offer opportunities for advancement within Fidelity. - We offer flexible work schedules to promote work-life balance. Ready to Apply? Submit your application through our careers page at Fidelity Investments and take the first step toward a rewarding career with us.