Call Center Representative
Company: Fidelity Investments
Location: Covington
Posted on: October 29, 2024
Job Description:
Job Description:The RoleJoin our team of Customer Relationship
Advocates (CRA). This first-of-its-kind experience supercharges
your early career growth at Fidelity with personalized support,
skill development and training. In this role, you are 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 CRA, you'll learn about the
financial services industry, apply new concepts, develop, and
practice new skills, and push yourself to accomplish new goals
through three major milestones: 1. Licensing PreparationIn the
first months, you'll prepare to become a FINRA - Registered
Representative by studying for and obtaining your SIE -, Series 7,
and 63 licenses, all fully sponsored by Fidelity. This includes
paid study time and access to valuable resources like licensing
coaches and workshops. While these exams can be challenging, rest
assured that we're here to support you every step of the way! -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, all fully sponsored by Fidelity. This includes
paid study time and access to valuable resources like licensing
coaches and workshops. While these exams can be challenging, rest
assured that we're here to support you every step of the way! 2.
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. -3.
ProficiencyAs 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 SIE - -, Series 7
Top Off and Series 63 exams through our industry-leading licensing
program.
- Enthusiasm for continuous learning and dedication to studying
and applying new concepts, learning quickly, and retaining
information to assist with decision-making.
- A passion for connection and desire to establish rapport with
customers by facilitating meaningful conversations that are
resolution-oriented and efficient. -
- 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
a demonstrated ability to interpret a scenario, leverage resources
and find an appropriate resolution.
- Comfortable learning new technology or proprietary platforms
and confident navigating multiple systems simultaneously.The
TeamOur Greatest Asset is Our PeopleWe are committed to building a
diverse workforce, enduring a culture of belonging, and creating
more inclusive experiences for our associates, customers, and our
community.Our benefit programs 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. - -Fidelity
Investments does not offer work visas for this
roleCertifications:Series 07 - FINRA, Series 63 - FINRACompany
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 , we
have been recognized by our employees as a top 10 Best Place to
Work in 2024. 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. blends the best of both
onsite and offsite work experiences. Working onsite is important
for our business strategy and our culture. We also value the
benefits that working offsite offers associates. Most hybrid roles
require associates to work onsite all business days of every other
week in a Fidelity office. At Fidelity, we value honesty,
integrity, and the safety of our associates and customers within a
heavily regulated industry. Certain roles may require candidates to
go through a preliminary credit check during the screening process.
Candidates who are presented with a Fidelity offer will need to go
through a background investigation, , and may be asked to provide
additional documentation as requested. This investigation includes
but is not limited to a criminal, civil litigations and regulatory
review, employment, education, and credit review (role dependent).
These investigations will account for 7 years or more of history,
depending on the role. Where permitted by federal or state law,
Fidelity will also conduct a pre-employment drug screen, which will
review for the following substances: Amphetamines, THC (marijuana),
cocaine, opiates, phencyclidine. We invite you to Find Your
Fidelity at . 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 .
We welcome those with experience in jobs such as Bookkeeper, Senior
Accountant, and Accountant and others in the Accounting and Finance
to apply.
Keywords: Fidelity Investments, Covington , Call Center Representative, Other , Covington, Kentucky
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