Customer Service Representative

Job Description:

The Role
Join our team of Customer Service Representatives, also known as Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. 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! 

What to expect… 
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:

1. Licensing Preparation
In the first months, you’ll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE®, Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we’re here to support you every step of the way! (Learn More)

2. Skill Development 
In the following months, you’ll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 

3. Proficiency
As you gain confidence and proficiency in serving customers, you’ll explore new career paths through job shadowing and our career center.

The Expertise and Skills You Bring

• 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.

The Team

Our Greatest Asset is Our People
We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community.

Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): 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, and Fitness Reimbursement. (Learn More) 
 

Fidelity Investments does not offer work visas for this role

Certifications:

Series 07 - FINRA, Series 63 - FINRA

Category:

Customer Service, Sales

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.