Customer Service Representative- Smithfield, RI

About the position

The Customer Relationship Advocate (CRA) role at Fidelity Investments is designed for individuals seeking 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 CRA will undergo a comprehensive training program that includes licensing preparation, skill development, and opportunities for career advancement through job shadowing and networking.

Responsibilities

• Provide outstanding customer service by answering inbound phone calls and addressing client needs.
• Assist clients with trade requests, money movement, and online support.
• Prepare for and obtain FINRA licenses (SIE, Series 7, and Series 63) with full sponsorship from Fidelity.
• Handle complex customer calls and engage in weekly team connections and meetings with leadership.
• 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 apply new concepts.
• Strong interpersonal skills to establish rapport with customers and facilitate meaningful conversations.
• Ability to handle various situations and emotions while driving towards suitable resolutions.
• 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 simultaneously.

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