$40K-50K a year
Provide exceptional customer service by assisting clients with inquiries, resolving issues, and supporting their financial needs while participating in training and development programs.
High school diploma or equivalent, excellent communication skills, willingness to learn, and basic technology proficiency.
Job Title: Entry Level Customer Service Representative Company Overview: Fidelity Investments is a leading financial services company 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 future opportunities within Fidelity. What You'll Do: - You will assist clients with account inquiries, transactions, and problem resolution. - You will provide clear and accurate information about Fidelity’s products and services. - You will build strong relationships with clients by delivering exceptional customer service. - You will collaborate with team members and other departments to resolve client issues efficiently. - You will participate in ongoing training programs to enhance your financial knowledge and customer service skills. - You will document client interactions and maintain accurate records. - You will contribute to a positive team environment by sharing insights and feedback. What You Bring: - You have a high school diploma or equivalent; some college coursework is a plus. - You have excellent communication and interpersonal skills. - You have a strong desire to learn and grow within the financial services industry. - You are comfortable using computer systems and technology to assist clients. - You have the ability to handle multiple tasks and prioritize effectively. Bonus Points If You Have: - Previous customer service experience, preferably in a financial or call center environment. - Basic knowledge of financial products and services. - Bilingual abilities to support diverse client needs. - Strong problem-solving skills and attention to detail. What We Offer: - We offer comprehensive training and development programs to support your career growth. - 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 to promote work-life balance. Ready to Apply? To join our team as an Entry Level Customer Service Representative, please submit your application through the Fidelity Investments careers website. We look forward to helping you start your career journey with us!
This job posting was last updated on 9/25/2025