$40K-50K a year
Provide exceptional customer service by addressing client inquiries, resolving issues, and supporting their financial needs while participating in ongoing training and collaboration.
High school diploma or equivalent, excellent communication and problem-solving skills, comfort with technology, and a positive, team-oriented attitude.
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 growth and development, Fidelity fosters a collaborative and inclusive work environment where new talent can thrive. 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 exceptional service and support. This role is designed to accelerate your career growth through personalized training and skill development, preparing you for future opportunities within Fidelity. What You'll Do: - You will engage with customers to understand their needs and provide accurate information about Fidelity’s products and services. - You will resolve customer inquiries and issues efficiently, ensuring a positive client experience. - You will document customer interactions and maintain detailed records in compliance with company policies. - You will collaborate with team members and other departments to address complex customer concerns. - You will participate in ongoing training sessions to enhance your product knowledge and customer service skills. - You will contribute to process improvements by providing feedback based on customer interactions. - You will uphold Fidelity’s commitment to compliance, confidentiality, and ethical standards. What You Bring: - You have a high school diploma or equivalent; some college coursework is preferred. - You possess excellent communication skills, both verbal and written. - You have strong problem-solving abilities and a customer-focused mindset. - You are comfortable using computer systems and learning new technologies. - You demonstrate a positive attitude and eagerness to learn in a fast-paced environment. - You have the ability to work collaboratively within a team and independently. Bonus Points If You Have: - Previous customer service experience, preferably in financial services. - Familiarity with CRM software and call center environments. - Basic knowledge of financial products and investment terminology. - Bilingual abilities to support a diverse client base. What We Offer: - We offer comprehensive training programs to support your professional development. - We offer competitive compensation and benefits packages. - We offer a supportive and inclusive workplace culture. - We offer opportunities for career advancement within Fidelity. - We offer flexible scheduling options to promote work-life balance. Ready to Apply? Submit your application through Fidelity Investments’ career portal with your resume and cover letter. We look forward to helping you launch your career with us!
This job posting was last updated on 9/25/2025