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 growth, Fidelity fosters a collaborative 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 through comprehensive training and personalized development opportunities. What You'll Do: - You will engage with clients to address inquiries and resolve issues efficiently and professionally. - You will provide guidance on Fidelity’s products and services, ensuring clients receive tailored solutions. - You will maintain accurate records of client interactions and transactions. - You will collaborate with team members and other departments to enhance the client experience. - You will stay informed about industry trends and company updates to provide knowledgeable support. - You will participate in ongoing training and development programs to enhance your skills. - You will adhere to compliance and regulatory requirements in all client interactions. What You Bring: - You bring at least 1-2 years of experience in customer service or a related field. - You have strong communication and interpersonal skills to build rapport with clients. - You possess problem-solving abilities and a client-focused mindset. - You are comfortable working in a fast-paced environment and managing multiple tasks. - You have basic knowledge of financial products or a willingness to learn. - You hold or are willing to obtain necessary licenses as required by Fidelity. Bonus Points If You Have: - Experience in the financial services industry. - Familiarity with CRM software and customer service tools. - Additional certifications related to finance or customer service. - Bilingual abilities to support a diverse client base. What We Offer: - We offer comprehensive training and career development programs. - We offer competitive salary and benefits packages. - We offer a supportive and inclusive work environment. - We offer opportunities for advancement within Fidelity. - We offer work-life balance initiatives and employee wellness programs. Ready to Apply? To join our team as a Customer Service Representative, please submit your resume and cover letter through the Fidelity Investments careers portal. We look forward to helping you grow your career with us.