Customer Service Representative
Company: Fidelity Investments
Location: Covington
Posted on: January 13, 2021
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Job Description:
Job Description:
"Fidelity believes in, and is committed to, fair and consistent
treatment for every associate and customer, and to creating a safe
and respectful environment, in which everyone is treated with
kindness, compassion and respect." Abby Johnson - Chairman & CEO
Fidelity Investments
Customer Relationship Advocate
Do you enjoy helping others? Are you the "go to person" at work or
in your community? Would your friends and peers describe you as
friendly and curious?
We really should talk...
Fidelity wants great people with a passion for assisting others as
candidates for a Customer Relationship Advocate (CRA) position. We
have positions for those with and without college degrees---and if
you don't yet have a degree but want one - we support that too. To
assist you with your higher education goals, Fidelity offers
tuition reimbursement programs that can help you further your
education.
No finance background---No problem
Yes, we are in financial services, but not in the old-fashioned way
you might be thinking. If you come to us knowing the industry -
great, but if you need support learning - that works too. We will
provide you what you need through a paid world class training
program to set you up for success. If you can bring us your
commitment for helping others - we'll teach you the financial
expertise and assist you with becoming a licensed broker. At
Fidelity, the customer experience is our top priority, and we're
looking for individuals that:
* Have relationship building skills and are devoted to providing
excellent customer service
* Have experience in people facing industries including service,
retail, healthcare, or hospitality
This is a full-time hourly position that also offers the
opportunity to work extra hours based on the business needs and
your availability.
The Purpose of Your Role
The CRA role is an integral part of a broader team that takes
incoming calls from our customer base while addressing customer
service issues. We are looking for candidates who wish to gain
financial expertise while growing professionally. Our successful
CRAs assist clients with a broad range of needs including answering
questions about their account balances to guiding them to the
appropriate resources. The goal remains consistent for all
interactions: help customers feel more confident, make clearer
decisions, and achieve their own financial dreams.
Our Investments in You
We believe that a broad approach to life is important. Our benefit
programs are designed to help you and your loved ones strike the
perfect balance. 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
* Click here for a local news story about how we are helping our
employee's payback their student loan debt
Training for Your Role
We offer a paid, industry-leading development program that will
fully prepare you to engage with customers while obtaining your
Series 7 and 63 licenses.
* Click to learn more about Training Opportunities at Fidelity and
how we support our associates to obtain their securities
licenses
The Value You Deliver
At Fidelity, we champion collaboration by working in small teams
(12-15). Our success as a firm is due to the personal
responsibility and pride our associates take in getting things just
right, and the compassion that drives us to focus and commit to our
customers and to each other. We ask for and act on our associates'
input on everything from creating better client experiences to
crafting our workspaces.
Blaze Your Own Trail
The CRA role is just the starting point! Fidelity encourages
associates to explore and expand their skills to achieve success
and fulfilling careers. Many of our Sr. Leaders started in the CRA
role as Fidelity offers multiple opportunities for advancement and
upward mobility.
For more information about the different career paths that the CRA
role could lead to, watch the following videos:
* Career Paths at Fidelity Investments
* Careers at Fidelity Regional Centers
* Careers at Fidelity Investor Centers
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.
Certifications:
Series 07 - FINRA, Series 63 - FINRA
Company Overview
At Fidelity, we are focused on making our financial expertise
broadly accessible and effective in helping people live the lives
they want. We are a privately held company that places a high
degree of value in creating and nurturing a work environment that
attracts the best talent and reflects our commitment to our
associates. We are proud of our diverse and inclusive workplace
where we respect and value our associates for their unique
perspectives and experiences. For information about working at
Fidelity, visit FidelityCareers.com.
Fidelity Investments is an equal opportunity employer.
Fidelity will reasonably accommodate applicants with disabilities
who need adjustments to complete the application or interview
process. Please email us at accommodations@fmr.com or 800-835-5099,
prompt 2, option 2 if you would like to request an
accommodation.
Keywords: Fidelity Investments, Covington , Customer Service Representative, Sales , Covington, Kentucky
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