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 be the first point of contact for clients, providing exceptional service and support. This role is designed to accelerate your early career growth with comprehensive training and personalized development opportunities, enabling you to build strong client relationships and contribute to Fidelity's success. 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 products, services, and industry regulations. - You will collaborate with team members and other departments to enhance the client experience. - You will participate in ongoing training and development programs to enhance your skills. - You will document client interactions and transactions accurately in the system. - You will contribute to team goals and support a positive work environment. 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 approach. - Ability to obtain and maintain necessary licenses as required by the role. - Proficiency with computer systems and financial software. - Detail-oriented with strong problem-solving abilities. - Ability to work effectively in a fast-paced, team-oriented environment. Bonus Points If You Have: - Experience with investment products and financial planning. - Previous experience in a call center or client-facing role. - Knowledge of regulatory requirements in the financial industry. - Bilingual skills or additional language proficiency. What We Offer: - We offer comprehensive training and career development programs. - We offer competitive salary and benefits packages. - We offer a supportive and inclusive workplace culture. - We offer opportunities for advancement within the company. - We offer flexible work schedules and wellness programs. Ready to Apply? To join our dynamic team at Fidelity Investments as a Customer Service Representative, please submit your resume and cover letter through our online application portal. We look forward to helping you grow your career with us.