$40K-50K a year
Provide exceptional customer service by managing client inquiries, maintaining records, and collaborating with teams to resolve issues.
High school diploma or equivalent, excellent communication skills, customer service experience preferred, willingness to obtain necessary licenses.
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 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 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 working with 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 programs to support your career development. - We offer competitive compensation and benefits packages. - 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 or contact our recruitment team for more information.
This job posting was last updated on 9/19/2025