What are the responsibilities and job description for the Entry-Level Client Services Associate position at Fidelity Investments?
Unlock Your Early Career Growth with Fidelity's Customer Service Representative Role
About the Role
We are seeking highly motivated and customer-focused individuals to join our team as Customer Service Representatives, also known as Customer Relationship Advocates (CRA). As a CRA, you will be part of a dynamic team that provides exceptional support to our valued clients while answering inbound phone calls.
In this role, you will have the opportunity to develop your skills and knowledge in a variety of areas, including trade requests, money movement, online support, and more. You will work closely with our clients to understand their needs and provide tailored solutions to meet their expectations.
What You'll Experience
- You will learn about the financial services industry and apply new concepts to real-world situations.
- You will develop and practice new skills through our comprehensive training program, which includes paid study time and access to valuable resources like licensing coaches and workshops.
- You will handle complex customer calls and dedicate time each week to connect with your team, meet with your leader, and expand your network.
- You will explore new career paths through job shadowing and our career center.
As a CRA, you will be comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. Our hybrid working model blends the best of both onsite and offsite work experiences, allowing you to balance your work and personal life effectively.
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 help you and your loved ones strike the perfect balance, including Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, and more.
Requirements
- High school diploma or equivalent required; bachelor's degree preferred
- 1-2 years of experience in a related field, such as accounting or finance
- Excellent communication and problem-solving skills
- Ability to work in a fast-paced environment and prioritize tasks effectively
Fidelity Investments does not offer work visas for this role. If you're passionate about delivering exceptional customer service and eager to grow your career in the financial services industry, we encourage you to apply today.
