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 solutions. - You will resolve client inquiries efficiently and professionally via phone, email, and chat. - You will maintain accurate client records and document interactions in the system. - 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 uphold Fidelity’s commitment to compliance and ethical standards in all interactions. 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 strong problem-solving abilities and a customer-centric mindset. - You are comfortable using technology and learning new software applications. - You demonstrate reliability, attention to detail, and a positive attitude. Bonus Points If You Have: - Previous experience in customer service or financial services. - Familiarity with CRM systems and Microsoft Office Suite. - Bilingual abilities, especially in Spanish or other commonly spoken languages. - A passion for finance and helping others achieve their financial goals. What We Offer: - We offer comprehensive training and career development programs. - We offer competitive compensation and benefits packages. - We offer a supportive and inclusive work environment. - We offer opportunities for advancement within Fidelity. - We offer work-life balance initiatives and employee wellness programs. 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!