Fidelity Investments

Compensation

Full Description

Job Title: Customer Service Representative 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. Role Overview: As a Customer Service Representative, also known as a Customer Relationship Advocate (CRA), you will be the frontline ambassador for Fidelity, providing exceptional service and support to clients. This role is designed to accelerate your career growth through comprehensive training and personalized development opportunities. 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 collaborate with internal teams to enhance the client experience. - You will maintain up-to-date knowledge of Fidelity products and services. - You will participate in ongoing training to develop your skills and industry knowledge. - You will contribute to team goals and support a positive work environment. What You Bring: - You have at least 1-2 years of experience in customer service or financial services. - You possess strong communication and interpersonal skills. - You are detail-oriented with the ability to manage multiple tasks efficiently. - You have a willingness to obtain necessary licenses and certifications. - You demonstrate problem-solving abilities and a client-focused mindset. Bonus Points If You Have: - Experience with financial products or investment services. - Previous licensing such as Series 6 or Series 7. - Proficiency with CRM software and Microsoft Office Suite. - Bilingual abilities to support diverse client needs. What We Offer: - We offer comprehensive training and career development programs. - We offer competitive compensation and benefits packages. - We offer a supportive and inclusive workplace culture. - We offer opportunities for advancement within Fidelity. - We offer flexible work arrangements to support work-life balance. Ready to Apply? Submit your application through the Fidelity Investments careers portal with your resume and cover letter. We look forward to welcoming you to our team!