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 our 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 address inquiries and provide tailored financial guidance. - You will manage client accounts, ensuring accuracy and compliance with regulatory standards. - You will resolve client issues efficiently while maintaining a positive customer experience. - You will collaborate with internal teams to streamline processes and improve service delivery. - You will maintain up-to-date knowledge of Fidelity’s products, services, and industry regulations. - You will participate in ongoing training programs to enhance your skills and professional growth. - You will document client interactions and transactions accurately in company systems. - You will contribute to team goals and support a culture of continuous improvement. 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 simultaneously. - You have a willingness to obtain necessary licenses and certifications. - You demonstrate problem-solving skills 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 schedules and remote work options. Ready to Apply? Submit your application through the Fidelity Investments careers portal with your resume and cover letter. We look forward to helping you grow your career with us!