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 document client interactions and transactions accurately in the system. - You will contribute to a positive team environment by sharing insights and supporting colleagues. What You Bring: - Minimum of 1-2 years of experience in customer service or 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: - Previous experience in the financial services industry. - Knowledge of investment products and financial planning. - Experience with CRM systems and data management. - Additional certifications or licenses related to financial services. What We Offer: - We offer comprehensive training and career development opportunities. - We offer competitive compensation and benefits packages. - We offer a supportive and inclusive workplace culture. - We offer flexible work schedules and remote work options. - We offer employee wellness programs and resources. 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 careers portal. We look forward to helping you grow your career with us.