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Fidelity Investments · 2 months ago

Entry Level Customer Service Representative- Smithfield, RI

Attleboro Falls, MA

Full-time

Hybrid

New Grad, Entry Level

Fidelity Investments is seeking Entry Level Customer Service Representatives, also known as Customer Relationship Advocates (CRA), to join their team in Smithfield, RI. This role focuses on providing outstanding customer service while assisting clients with various financial needs and preparing for industry licensing exams.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management

Growth Opportunities

No H1B

Responsibilities

Provide 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 more

Prepare to become a FINRA Registered Representative by studying for and obtaining your SIE, Series 7, and 63 licenses

Handle more complex customer calls while connecting with your team and expanding your network

Explore new career paths through job shadowing and the career center

Qualification

FINRA SIE examSeries 7 licenseSeries 63 licenseCritical problem-solvingCustomer rapport buildingTechnology proficiencyAdaptabilityContinuous learning

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