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 personalized service. With a commitment to integrity and excellence, Fidelity fosters a collaborative and growth-oriented work environment. 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 comprehensive training and personalized development opportunities. What You'll Do: - You will engage with clients to understand their needs and provide tailored financial solutions. - You will manage inbound customer inquiries via phone, email, and chat with professionalism and empathy. - You will maintain accurate client records and document interactions in compliance with company policies. - You will collaborate with team members and other departments to resolve complex client issues. - You will participate in ongoing training sessions to enhance your product knowledge and customer service skills. - You will adhere to regulatory requirements and company standards to ensure client confidentiality and data security. - You will contribute to a positive team environment by sharing insights and supporting colleagues. 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 a strong customer service orientation with the ability to handle challenging situations calmly. - You are comfortable using technology and learning new software applications. - You demonstrate attention to detail and strong organizational skills. - You are willing to obtain necessary licenses as part of the role. Bonus Points If You Have: - Previous experience in customer service or financial services. - Familiarity with CRM systems and Microsoft Office Suite. - Ability to multitask and manage time effectively in a fast-paced environment. - Bilingual skills or additional language proficiency. What We Offer: - We offer comprehensive training and career development programs. - We offer competitive salary and benefits packages including health insurance and retirement plans. - 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.