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 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 our clients, providing exceptional service and support. This role is designed to accelerate your early career growth through comprehensive training, personalized coaching, and opportunities to develop your skills in a dynamic financial services environment. 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 regulatory standards. - You will resolve client inquiries and issues promptly and professionally. - You will maintain up-to-date knowledge of Fidelity’s products, services, and industry trends. - You will collaborate with team members and other departments to enhance the client experience. - You will participate in ongoing training and development programs to build your expertise. - You will adhere to all company policies and regulatory requirements. - You will contribute to a positive team environment by sharing insights and supporting colleagues. 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 manage multiple tasks efficiently 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 with CRM software and financial planning tools. - Previous experience in a call center or client-facing role. - Knowledge of regulatory compliance and financial industry standards. - Bilingual abilities or additional language skills. What We Offer: - We offer comprehensive training and career development opportunities. - We offer competitive salary and performance-based incentives. - We offer a supportive and inclusive workplace culture. - We offer health, dental, and vision insurance plans. - We offer retirement savings plans with company matching. 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.