$40K-50K a year
Provide exceptional customer service by addressing client inquiries, resolving issues, and supporting their financial needs while maintaining accurate records and compliance.
High school diploma or equivalent, strong communication and problem-solving skills, basic computer proficiency, and a customer-focused 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 personalized support and guidance. This role is designed to accelerate your career growth through comprehensive training and skill development, preparing you for a successful future in the financial services industry. What You'll Do: - You will engage with clients to address inquiries and resolve issues promptly and professionally. - You will provide detailed information about Fidelity’s products and services to help clients make informed decisions. - You will document client interactions accurately to maintain up-to-date records. - You will collaborate with team members and other departments to ensure seamless client experiences. - You will participate in ongoing training sessions to enhance your product knowledge and customer service skills. - You will identify opportunities to improve processes and contribute to team goals. - You will maintain compliance with company policies and regulatory requirements. What You Bring: - You have a high school diploma or equivalent; some college coursework is a plus. - 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 and grow. - You have the ability to work effectively in a team-oriented environment. Bonus Points If You Have: - Previous customer service or call center experience. - Familiarity with financial products or the financial services industry. - Bilingual language skills. - Experience with CRM software. What We Offer: - We offer comprehensive training programs to support your career development. - We offer competitive compensation and benefits packages. - We offer a supportive and inclusive workplace culture. - We offer opportunities for advancement within the company. - We offer flexible work schedules to promote work-life balance. 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.
This job posting was last updated on 9/26/2025