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Fidelity Investments · 7 hours ago

Customer Service Representative - Greenwood Village, CO

Englewood, CO

Full-time

Hybrid

New Grad, Entry Level

$42K/yr - $60K/yr

Fidelity Investments is a leading financial services company seeking Customer Service Representatives, also known as Customer Relationship Advocates. In this role, you will provide exceptional customer service while handling various client needs and developing your skills in the financial industry.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management

Growth Opportunities

No H1B

Responsibilities

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

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!

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: Licensing Preparation, Skill Development, and Proficiency

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

Qualification

FINRA SIESeries 7Series 63Customer rapportProblem-solvingTechnology proficiencyAdaptabilityContinuous learning