2020-2023 Undergraduates, Customer Relationship Advocate - Covington, KY
Company: Fidelity Investments
Location: Covington
Posted on: May 17, 2023
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Job Description:
Job Description:
FIDELITY INVESTMENTS
Customer Relationship Advocate
Are you eager to be part of something positive and work within a
dynamic and collaborative team environment? At Fidelity,
collaboration isn't just about working together in our teams; it's
about improving lives together. Our success as a firm is due to the
personal responsibility and pride our associates take in getting
things right, and the compassion that drives us to go above and
beyond to exceed expectations for our customers and each other. We
have a phenomenal career opportunity for recent and upcoming
college graduates, regardless of your major in school, because you
do not need to have finance degree to advance in this role.
We offer a paid, industry-leading training and development program
to fully prepare you to acquire FINRA Series 7 and 63 licenses. You
will receive support, mentoring, dedicated study time and training
materials to help you be successful in acquiring your FINRA
licenses,
The skills you bring
Ability to establish rapport and relationships through effective
communication
Unwavering dedication towards helping others while being
pro-active
Responsibilities
Our successful Customer Relationship Advocates (CRA) are essential
in interacting with our clients via incoming calls and assist them
with a broad range of needs including:
answering questions about their account balances
guiding them to the appropriate online financial resources
helping them feel more confident and make clearer financial
decisions
educating on options to improve their financial security and
achieve their financial dreams.
Our commitment to you
Student loan assistance and tuition reimbursement for eligible
employees
18+ days of paid time off (based on years of service) plus 8 paid
Federal holidays
Opportunities to volunteer and give to your local community during
work hours
Workplace wellness initiatives, weekly meditation calls, and
company subsidized balanced meal options at onsite cafeterias
To learn about additional benefits, click here
relocation benefits may be available
We believe in being #DifferentTogether. Fidelity's nine affinity
groups are self-organized groups of employees with common interests
in areas such as race, ethnicity, gender or sexual orientation, or
who share similar interests based on similar sets of experiences
who come together to create a positive, inclusive workplace for all
employees.
We continuously strive for a diverse and inclusive workplace where
we respect and value our associates for their unrivaled
perspectives and experiences.
Fidelity Investments is an equal opportunity employer.
This opportunity is brought to you by Fidelity University
Talent.
Please see below for the salary range for work locations in
Colorado only:
N/A
Please see below for the salary range for work locations in New
York City, Westchester County, NY and Jersey City, NJ only:
N/A
Please see below for the salary range for work locations in
California only:
N/A
Please see below for the salary range for work locations in
Washington only:
N/A
Certifications:
Series 07 - FINRA
Company Overview
Fidelity 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
clients' money.
Join Us
At 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
2023. 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". Most
associates will have a hybrid schedule with a requirement to work
onsite at a Fidelity work location for at least one week, 5
consecutive days, every four weeks. These requirements are subject
to change.
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
belonging.
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.
Keywords: Fidelity Investments, Covington , 2020-2023 Undergraduates, Customer Relationship Advocate - Covington, KY, Other , Covington, Kentucky
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