Customer Experience Rep
Company: Fidelity Investments
Posted on: January 22, 2023
Join our team of Customer Relationship Advocates (CRA) for a
variety-filled experience where you'll have dedicated time to focus
on growth, career development and renewal while you support our
customers by taking inbound calls. This first-of-its-kind
experience supercharges your early career and growth at Fidelity
with personalized support, knowledgeable career guides and
celebration of your achievements, while learning about Fidelity and
building skills and experiences. In this role, you will assist our
clients with a broad range of needs including answering questions
about account balances, making withdrawals, transferring funds,
identifying resources, and placing trades.
What to expect---
As a new CRA, you'll be supported by a group of leaders, coaches,
mentors and experienced CRAs over the first 18 months of your
First four months, prepare to become a FINRA (Financial Industry
Regulatory Authority) Registered Representative by studying for and
obtaining your Series 7 and 63 licenses, fully paid for and
sponsored by Fidelity. This includes paid, on-the-job study time,
support from licensing coaches, group and individualized study
plans, and review classes.
Subsequent months, continue taking customer calls with increasing
complexity to develop and hone your skills. Dedicated time each
week to develop new skills and to connect and refuel - by exploring
the career center, networking with colleagues, taking online
classes, and more!
As you gain confidence and develop proficiency serving customers,
get more variety in your work week by spending time building
advanced skills aligned with the next role that interests you.
Advantages of our career development experience---
You are supported. We provide all the training you need to develop
the skills needed to service customers and study for your FINRA
licensing exams! You don't need a finance background or college
degree to succeed in this role.
You are celebrated. Your achievements will be recognized and
celebrated as you progress through this career development
experience to your first automatic promotion.
You are growing. From day one you'll have the support and structure
to plan for your future at Fidelity. The career coaching you will
receive will help you understand the array of career opportunities
at Fidelity and chart a course to help you grow in a personalized
You can explore. You'll experience variety in your work each with
dedicated time on development activities and doing work that goes
beyond answering customer calls.
The Skills You Bring
Ability to establish rapport and relationships with customers and
the team through effective communication
Listening and compassion skills to support the challenges of our
Adaptability and flexibility in various work environments (i.e.,
working in the office, working from home, overtime, etc.)
Ability to handle different types of situations and conversations
driving towards a resolution suitable for all
Aptitude to complete our industry-leading paid development
experience will fully prepare you to engage with customers while
taking the SIE, Series 7 Top Off and Series 63 exams
A desire for continuous learning and dedication to studying and
applying new concepts, learning quickly and retaining information
to assist with decision-making
The Value You Deliver
Demonstrate empathy and passion for helping people and ensure an
excellent customer experience
Service varied customer needs, including balance inquiries, money
movement, trading, and more
Answer questions and provide resources to deepen understanding and
Our Investments in You
Our benefit programs (opens in a new tab) are crafted to help you
and your loved ones strike the perfect balance. Here are a few
featured benefits (not all benefits are listed): Maternal and
Parental Leave, Tuition Reimbursement, Student Loan Assistance,
401(K) 7% match, Health Insurance, Dental Insurance, Vision
Insurance, Disability Insurance, Paid Time off, Commuter Benefit
Program, Backup Dependent Care, Charitable match, Concierge
Services, Wellness Program, and Fitness Reimbursement.
Sound too good to be true? See for yourself and learn more about
our benefits offerings:
Click to hear from a few of our associates about the outstanding
benefits Fidelity offers: Benefits at Fidelity Investments (opens
in a new tab)
Click here for a local news story about how we are helping our
employee's payback their student loan debt (opens in a new tab)
Certifications: You will be given paid time and support to obtain
SIE - FINRA, Series 07 - FINRA, Series 63 - FINRA
Learn More: Dynamic Working (opens in a new tab)
While aspects of this role are similar to other roles you may have
searched for (Entry Level Customer Service, Call Center
Representative or Customer Service Representative), this role
offers a comprehensive, supported and guided experience towards
building a career at Fidelity!
Series 07 - FINRA, Series 63 - FINRACompany OverviewFidelity
Investments is a privately held company with a mission to
strengthen the financial well-being of our clients. We help people
invest and plan for their future. We assist companies and
non-profit organizations in delivering benefits to their employees.
And we provide institutions and independent advisors with
investment and technology solutions to help invest their own
Join UsAt Fidelity, you'll find endless opportunities to build a
meaningful career that positively impacts peoples' lives, including
yours. You can take advantage of flexible benefits that support you
through every stage of your career, empowering you to thrive at
work and at home. Honored with a Glassdoor Employees' Choice Award,
we have been recognized by our employees as a Best Place to Work in
2022. And you don't need a finance background to succeed at
Fidelity-we offer a range of opportunities for learning so you can
build the career you've always imagined.
At Fidelity, our goal is for most people to work flexibly in a way
that balances both personal and business needs with time onsite and
offsite through what we're calling "Dynamic Working."
We invite you to Find Your Fidelity at fidelitycareers.com.
Fidelity Investments is an equal opportunity employer. We believe
that the most effective way to attract, develop and retain a
diverse workforce is to build an enduring culture of inclusion and
Fidelity will reasonably accommodate applicants with disabilities
who need adjustments to participate in the application or interview
process. To initiate a request for an accommodation, contact the HR
Accommodation Team by sending an email to accommodations @fmr.com,
or by calling 800-835-5099, prompt 2, option 3.
We welcome those with experience in jobs such as Cashier,
Merchandise Assistant , and Department Manager and others in the
Retail to apply.
Keywords: Fidelity Investments, Providence , Customer Experience Rep, Other , Smithfield, Rhode Island
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