Customer Service Representative
Company: Fidelity Investments
Location: Bountiful
Posted on: January 22, 2023
|
|
Job Description:
Job Description:Customer Relationship Advocate Career
Development ExperienceJoin 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 career.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 career path.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
BringAbility to establish rapport and relationships with customers
and the team through effective communicationListening and
compassion skills to support the challenges of our diverse
customersAdaptability 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 allAptitude
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 examsA desire for continuous
learning and dedication to studying and applying new concepts,
learning quickly and retaining information to assist with
decision-makingThe Value You DeliverDemonstrate empathy and passion
for helping people and ensure an excellent customer
experienceService varied customer needs, including balance
inquiries, money movement, trading, and moreAnswer questions and
provide resources to deepen understanding and build confidenceOur
Investments in YouOur 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 - FINRALearn 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!Certifications: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 clients' money.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 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. We welcome those with experience
in jobs such as Regional Manager, Store Manager Trainee, and
Merchandiser and others in the Retail to apply.
Keywords: Fidelity Investments, Bountiful , Customer Service Representative, Hospitality & Tourism , Bountiful, Utah
Click
here to apply!
|