$40K-50K a year
Provide exceptional customer service by addressing client inquiries, resolving issues, and maintaining compliance while supporting team goals.
High school diploma or equivalent, excellent communication skills, problem-solving abilities, willingness to obtain necessary licenses, and comfort in a fast-paced environment.
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. With a strong commitment to innovation and customer satisfaction, Fidelity offers a dynamic work environment where employees can grow and 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 exceptional service and support. This role is designed to accelerate your career growth through personalized training and skill development. What You'll Do: - You will engage with clients to address inquiries and resolve issues efficiently. - You will provide accurate information about Fidelity’s products and services. - You will maintain detailed records of client interactions and transactions. - You will collaborate with team members to improve customer experience. - You will participate in ongoing training to enhance your knowledge and skills. - You will adhere to compliance and regulatory requirements in all client interactions. - You will contribute to a positive and professional team environment. What You Bring: - You have a high school diploma or equivalent; some college coursework is a plus. - You possess excellent communication and interpersonal skills. - You have strong problem-solving abilities and attention to detail. - You are comfortable working in a fast-paced, customer-focused environment. - You are willing to obtain necessary licenses as part of the role. Bonus Points If You Have: - Previous customer service or call center experience. - Familiarity with financial products and services. - Basic knowledge of compliance and regulatory standards. - Proficiency with CRM software and Microsoft Office Suite. 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 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? 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 9/19/2025