Fidelity Investments is a leading financial services company seeking Customer Service Representatives, also known as Customer Relationship Advocates. In this role, you will provide exceptional customer service while handling various client needs and developing your skills in the financial industry.
Responsibilities
- Join our team of Customer Service Representatives, also knowCustomer Relationship Advocates (CRA)
- In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity’s valued clients
- You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more!
- As a new CRA, you’ll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: Licensing Preparation, Skill Development, and Proficiency
- Aptitude and dedication to complete the FINRA SIE ®, Series 7 Top Off and Series 63 exams through our industry-leading licensing program
- Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making
- A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient
- Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions
- A desire for growth and a mindset that generates long term success through adaptability and personal accountability
- Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution
- Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously
Skills
- Aptitude and dedication to complete the FINRA SIE ®, Series 7 Top Off and Series 63 exams through our industry-leading licensing program
- Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making
- A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient
- Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions
- A desire for growth and a mindset that generates long term success through adaptability and personal accountability
- Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution
- Comfortable learning new technology or proprietary platforms and confident navigating 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
Company Overview
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. It was founded in 1946, and is headquartered in Boston, Massachusetts, USA, with a workforce of 10001+ employees. Its website is https://www.fidelity.com.
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