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 strong commitment to employee development and a collaborative culture, Fidelity fosters growth and success for both clients and team members. 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, licensing, and skill development in a dynamic financial environment. What You'll Do: - You will engage with clients to understand their needs and provide tailored financial solutions. - You will manage inbound customer inquiries with professionalism and efficiency. - You will complete required licensing and training programs to enhance your expertise. - You will document client interactions accurately and maintain up-to-date records. - You will collaborate with team members to resolve complex client issues. - You will contribute to continuous improvement initiatives to enhance customer experience. - You will adhere to compliance and regulatory standards in all client interactions. What You Bring: - You bring a high school diploma or equivalent; a college degree is a plus. - You have excellent communication and interpersonal skills. - You possess strong problem-solving abilities and attention to detail. - You are comfortable working in a fast-paced, team-oriented environment. - You have a willingness to obtain necessary financial licenses. - You bring a customer-focused mindset with a passion for helping others. Bonus Points If You Have: - Previous customer service or call center experience. - Basic knowledge of financial products and services. - Experience with CRM software or similar tools. - Bilingual abilities are a plus. What We Offer: - We offer comprehensive training and licensing support to jumpstart your career. - We offer competitive salary and benefits packages. - We offer opportunities for career advancement within a global financial leader. - We offer a supportive and inclusive work environment. - We offer flexible scheduling options 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.