Client Relationship Advocate

Our Approach

Fidelity Investments is committed to creating a culture of belonging and inclusivity. We strive to provide a work environment where every associate feels valued, respected, and empowered to succeed.

What We Offer

As a Customer Service Representative at Fidelity, you will enjoy a comprehensive benefits package, including tuition reimbursement, student loan assistance, and paid time off. You will also have opportunities to develop your skills, advance your career, and make a meaningful contribution to our organization.

Responsibilities

• Provide exceptional customer service through inbound phone calls and other communication channels
• Assist clients with a broad range of needs, including trade requests, money movement, and online support
• Develop skills to handle complex customer situations and emotions, driving towards suitable resolutions
• Work collaboratively with other teams to achieve business objectives

Requirements

• Excellent communication and interpersonal skills
• Ability to multitask and prioritize tasks effectively
• Strong analytical and problem-solving skills
• Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously