Entry-Level Customer Service

Job Description:

The Role

You will be 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 Customer Relationship Advocate (CRA), you'll learn about the financial services industry, apply new concepts, develop, and practice new skills through three major milestones:

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. This includes paid study time and access to valuable resources like licensing coaches and workshops.

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.

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 exams through our industry-leading licensing program.
• Enthusiasm for continuous learning and dedication to studying and applying new concepts.
• A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations.
• 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 ability to interpret scenarios, leverage resources, and find appropriate resolutions.
• Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously.

The Team

We are committed to building a diverse workforce, fostering a culture of belonging, and creating inclusive experiences for our associates, customers, and community.

We offer a range of benefit programs to help you strike the perfect balance between work and life, including Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, and more.

Certifications:

Category:

Fidelity's hybrid working model blends onsite and offsite work experiences. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.