Fidelity Investments - Smithfield, NC
posted 27 days ago
Full-time - Entry Level
Onsite - Smithfield, NC
Securities, Commodity Contracts, and Other Financial Investments and Related Activities
About the position
The Customer Service Representative (CRA) role at Fidelity Investments is designed for individuals looking to kickstart their careers in the financial services industry. This position involves providing exceptional customer service by assisting clients with various needs, including trade requests and online support. The role emphasizes skill development through a structured licensing program and offers opportunities for career advancement within the company.
Responsibilities
- Provide outstanding customer service by answering inbound phone calls and assisting clients with their needs.
- Prepare for and obtain FINRA licenses (SIE®, Series 7, and Series 63) with full support from Fidelity.
- Handle complex customer calls and engage in skill development activities with team members and leaders.
- Explore new career paths through job shadowing and participation in the career center.
Requirements
- Aptitude and dedication to complete the FINRA SIE®, Series 7, and Series 63 exams.
- Enthusiasm for continuous learning and the ability to quickly retain information.
- Strong interpersonal skills to establish rapport with customers and facilitate meaningful conversations.
- Ability to handle various situations and emotions while driving towards suitable resolutions.
- Desire for growth and adaptability to foster long-term success.
- Exceptional critical and analytical problem-solving skills.
Nice-to-haves
- Experience in customer service or financial services industry.
- Familiarity with technology and ability to navigate multiple systems.
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
