This job is closed
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About the position
The Customer Service Representative (Customer Relationship Advocate) role at Fidelity Investments is designed to support early career growth through personalized training and skill development. This position involves providing exceptional customer service by answering inbound calls and assisting clients with various financial needs, including trade requests and online support. The role includes a structured path for licensing and skill enhancement, ultimately leading to career advancement opportunities within the company.
Responsibilities
- Provide outstanding customer service by answering inbound phone calls.
- Assist clients with a broad range of needs, including trade requests and money movement.
- Prepare for and obtain FINRA licenses (SIE®, Series 7, and Series 63) with full support from Fidelity.
- Handle complex customer calls and engage in team meetings for skill development.
- Explore new career paths through job shadowing and networking opportunities.
Requirements
- Aptitude and dedication to complete the FINRA SIE®, Series 7, and Series 63 exams.
- Enthusiasm for continuous learning and ability to retain information.
- Strong interpersonal skills to establish rapport with customers.
- Ability to handle various situations and emotions effectively.
- Desire for growth and adaptability in a fast-paced environment.
- Exceptional critical and analytical problem-solving skills.
- Comfortable learning new technology and navigating multiple systems.
Nice-to-haves
- Experience in customer service or financial services industry.
- Familiarity with financial products and services.
Benefits
- Maternal and Parental Leave
- Tuition Reimbursement
- Student Loan Assistance
- 401(K) 7% match
- Health Insurance
- Dental Insurance
- Vision Insurance
- Disability Insurance
- Paid Time off
- Commuter Benefit Program
- Backup Dependent Care
- Charitable match
- Concierge Services
- Wellness Program
- Fitness Reimbursement
