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Fidelity Investments

via Lensa

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Entry Level Customer Service Representative- Smithfield, RI

Anywhere
full-time
Posted 9/18/2025
Key Skills:
Customer Service
Communication
Problem Solving
Financial Knowledge
Compliance
Team Collaboration
Computer Literacy

Compensation

Salary Range

$40K-50K a year

Responsibilities

Provide exceptional customer service by handling client inquiries, resolving issues, and maintaining accurate records while ensuring compliance and participating in ongoing training.

Requirements

High school diploma or equivalent, excellent communication skills, eagerness to learn, basic computer skills, and ability to work in a fast-paced environment.

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 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 handle inbound customer inquiries with professionalism and empathy. - You will maintain accurate records of client interactions and transactions. - You will collaborate with team members to resolve complex client issues. - You will participate in ongoing training to enhance your product knowledge and customer service skills. - You will ensure compliance with company policies and regulatory requirements. - You will contribute to a positive team environment by sharing insights and best practices. 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 desire to learn and grow within the financial services industry. - You are comfortable working in a fast-paced, client-focused environment. - You have basic computer skills and the ability to learn new software quickly. Bonus Points If You Have: - Previous customer service or call center experience. - Familiarity with financial products and services. - Licensing or willingness to obtain relevant financial licenses. - Bilingual abilities. What We Offer: - We offer comprehensive training and career development programs. - 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 support 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.

This job posting was last updated on 9/18/2025

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