$40K-50K a year
Provide personalized customer support, resolve inquiries, and build client relationships while participating in training and continuous improvement.
High school diploma or equivalent, excellent communication skills, problem-solving abilities, and comfort with technology.
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 respond to customer inquiries via phone, email, and chat with professionalism and empathy. - You will assist clients with account information, transactions, and problem resolution. - You will build strong relationships by understanding client needs and providing tailored solutions. - You will collaborate with team members and other departments to ensure seamless service delivery. - You will participate in ongoing training programs to enhance your product knowledge and customer service skills. - You will document customer interactions accurately in the company’s CRM system. - You will contribute to continuous improvement initiatives by providing feedback and suggestions. 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 technology and learning new software applications. - You have the ability to work in a fast-paced environment and manage multiple tasks efficiently. Bonus Points If You Have: - Previous customer service or call center experience. - Familiarity with financial products or services. - Bilingual skills, especially in Spanish. - Experience with CRM software. What We Offer: - We offer comprehensive training and mentorship to support your career growth. - We offer competitive compensation and benefits packages. - We offer a collaborative and inclusive workplace culture. - We offer opportunities for advancement within Fidelity. - We offer work-life balance initiatives and employee wellness programs. Ready to Apply? To join our team as an Entry Level Customer Service Representative, please submit your resume and cover letter through our online application portal at Fidelity Investments careers page. We look forward to helping you launch your career with us!
This job posting was last updated on 9/25/2025