Internship

2021 – 2024 Undergraduates

Customer Relationship Advocate-Covington, KY

Posted on 5/20/2024

Fidelity Investments

Fidelity Investments

10,001+ employees

Fidelity Investments

Financial Services
Data & Analytics

Cincinnati, OH, USA

Required Skills
Customer Service
Requirements
  • Desire to establish rapport and relationships with customers
  • Experience in customer service, call center, or financial services preferred
  • Strong interest in financial services
  • Exceptional problem-solving skills
  • Ability and flexibility to work in a 'hybrid' work setting
  • Comfortable with technology and ability to navigate multiple systems simultaneously
  • Aptitude to complete industry-leading paid development experience
  • Enthusiasm for continuous learning and dedication to studying and applying new concepts
Responsibilities
  • Demonstrate empathy and passion for helping people
  • Ensure an excellent customer experience through phone interactions
  • Service varied customer needs including balance inquiries, money movement, trading, and more
  • Answer questions and provide resources to deepen client understanding and build confidence

Fidelity Investments

Company Stage

N/A

Total Funding

$134.3M

Headquarters

Boston, Massachusetts

Founded

1946

Growth & Insights
Headcount

6 month growth

3%

1 year growth

8%

2 year growth

17%
INACTIVE