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 position offers a unique opportunity to accelerate your early career growth through comprehensive training, personalized support, and skill development in a dynamic financial services setting. What You'll Do: - You will engage with clients to provide timely and accurate responses to their inquiries. - 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 to enhance their overall experience. - You will collaborate with team members and other departments to resolve client issues efficiently. - You will participate in ongoing training and development programs to enhance your skills. - You will ensure compliance with company policies and industry regulations. - You will contribute to continuous improvement initiatives to optimize customer service processes. 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 manage multiple tasks and prioritize effectively in a fast-paced environment. - Basic knowledge of financial products and services is preferred. - Proficiency with computer systems and software applications. - Willingness to obtain necessary licenses and certifications as required. Bonus Points If You Have: - Experience working in a call center or customer support environment. - Familiarity with financial regulations and compliance standards. - Previous experience with CRM software and data management. - Bilingual abilities or additional language skills. What We Offer: - We offer comprehensive training and career development opportunities. - We offer competitive salary and benefits packages including health, dental, and vision insurance. - We offer a supportive and inclusive workplace culture. - We offer opportunities for advancement within a global financial services leader. - We offer flexible work schedules and remote work options. 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.