Fidelity Investments

Compensation

Full Description

Job Title: Entry Level 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 exceptional service. With a strong commitment to employee development and a collaborative culture, Fidelity fosters growth and success for both clients and team members. Role Overview: As an Entry Level Customer Service Representative, also known as a Customer Relationship Advocate (CRA), you will be the first point of contact for clients, providing personalized support and guidance. This role is designed to accelerate your career growth through comprehensive training and skill development in a dynamic, client-focused environment. What You'll Do: - You will engage with clients to understand their needs and provide tailored financial service solutions. - You will resolve client inquiries efficiently and professionally via phone, email, and chat. - You will maintain accurate client records and document interactions in compliance with company policies. - You will collaborate with team members and other departments to ensure seamless client experiences. - You will participate in ongoing training programs to enhance your product knowledge and customer service skills. - You will identify opportunities to improve client satisfaction and contribute to process improvements. - You will adhere to regulatory requirements and company standards to protect client information. What You Bring: - You have a high school diploma or equivalent; a college degree is a plus. - You possess excellent communication and interpersonal skills. - You have a strong customer service orientation with the ability to handle challenging situations calmly. - You are comfortable using technology and learning new software applications. - You demonstrate problem-solving skills and attention to detail. - You are eager to learn and grow within a fast-paced financial services environment. Bonus Points If You Have: - Previous experience in customer service or financial services. - Familiarity with CRM systems and Microsoft Office Suite. - Bilingual abilities to support diverse client needs. - Basic knowledge of financial products and 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 work environment. - We offer flexible scheduling options to promote work-life balance. - We offer employee wellness programs and resources. Ready to Apply? Submit your application through our careers page at Fidelity Investments and take the first step toward a rewarding career in financial services.