What are the responsibilities and job description for the Call Center Representative position at Fidelity Investments?
Job Description:
The Role
We are seeking Entry Level Customer Service Representatives, also known as Customer Relationship Advocates (CRA), to join our team at Fidelity. This role offers a unique opportunity for early career growth with personalized support, skill development, and training. As a licensed professional, you will provide outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients.
What to Expect...
As a new CRA, you'll embark on a transformative journey with three major milestones:
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- Licensing Preparation
- Skill Development
- Proficiency
The Expertise and Skills You Bring
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- Aptitude and dedication to complete the FINRA SIE, Series 7, and 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, fostering a culture of belonging, and creating more inclusive experiences for our associates, customers, and community.
We offer a range of benefits to support your well-being, including Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, and more.
Fidelity Investments does not offer work visas for this role.
Certifications:
Series 07 - FINRA, Series 63 - FINRACategory:
Customer Service, SalesWe welcome applicants with experience in roles such as Senior Accountant, Billing and Posting Clerk, and Accountant.
