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Fidelity Investments · 8 hours ago

Customer Service Representative - Greenwood Village, CO

Greenwood Village, CO

Full-time

Hybrid

New Grad, Entry Level

$42K/yr - $60K/yr

Fidelity Investments is seeking Customer Service Representatives, also known as Customer Relationship Advocates (CRA), to provide outstanding customer service and support to valued clients. This role offers personalized support, skill development, and training, while preparing candidates for licensing in the financial services industry.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management

Growth Opportunities

No H1B

Responsibilities

Join our team of Customer Service Representatives, also knowCustomer Relationship Advocates (CRA)

Providing outstanding customer service while answering inbound phone calls and supporting Fidelity’s valued clients

Develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more!

Prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE®, Series 7, and 63 licenses, all fully sponsored by Fidelity

Handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network

Explore new career paths through job shadowing and our career center

Qualification

FINRA SIESeries 7Series 63Critical problem-solvingCustomer rapportTechnology proficiencyContinuous learningAdaptabilityEmotional intelligence

Required

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