Customer Service Representative
Company: Fidelity Investments
Posted on: November 26, 2022
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 extraordinary people with a passion for assisting
others as candidates for a Customer Relationship Advocate position.
The Customer Relationship Advocate role is similar to Entry Level
Customer Service, Call Center Representative or Customer Service
Representative roles. 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
dedication 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 committed to
providing excellent customer service
- Have experience in people facing industries including service,
retail, healthcare, or hospitality This is a full-time hourly phone
position that also offers the opportunity to work extra hours based
on the business needs and your availability.
Regular participation at our on-location sites is an important part
of our culture. Please be mindful of commute distance when
Relocation assistance may be available for those who meet
The Purpose of Your Role
The Customer Relationship Advocate 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 Customer Relationship Advocates 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
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)
Training for Your Role
We offer a paid, industry-leading development program that will
fully prepare you to engage with customers while acquiring your
Series 7 and 63 licenses.
- Click to learn more about Training Opportunities at
Fidelity(opens in a new tab) and how we support our associates to
obtain their securities licenses COVID work policy
Safety is our top priority. Once we can be together in person with
fewer safety measures, this role will move to our dynamic working
approach. You'll be spending some of your time onsite
Learn More: Dynamic Working (opens in a new tab)
Series 07 - FINRA, Series 63 - FINRA
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
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 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 .
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 , or by calling , prompt
2, option 3.
We welcome those with experience in jobs such as Retail Assistant,
Floor Manager, and Merchandise Coordinator and others in the Retail
Keywords: Fidelity Investments, Bountiful , Customer Service Representative, Sales , Bountiful, Utah
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