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Client Services Trainee

2 months ago

Covington KY, United States Fidelity Investments Full time

Are you ready to Launch into a career at Fidelity? 

If so, please consider joining our customer service team. This role requires a consistent balance of remote and on-site participation in the Regional Center location. Here are a few featured benefits (not all benefits are listed) Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) with 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.

In this Customer Service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams . You will assist with a broad range of needs including answering questions about their account balance and helping to make withdrawals, transfer funds, or find resources. We commit to investing in you by strengthening your skills, experiences and connections that will help advance your career at Fidelity.

The Customer Service role is similar to Entry Level Customer Service, Call Center Representative, Customer Service Representative and Customer Support Representative roles.

Join a cohort of associates who are also beginning their career in Customer Service and during the first six months , spend time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls and/or digital channels (e.g. email, live chat, etc.) There will be time in the day (away from the phones) to join team activities, get well-being support, and career coaching. Training within an industry-leading program will fully prepare you to develop the skills needed to engage with customers, while we will provide enrichment activities that will help “invest in you.”
A Career Coach will help you understand the array of career opportunities at Fidelity, identify a career path that fits your interests, passions, and strengths, and chart a course to help you grow.
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. balancing a hybrid work environment, overtime, etc.)
Can type 40 words per minute and pass a standard English grammar test.

A passion for helping people.
Provide outstanding customer service and communication via voice or digital channels.

Regional Center Shift Details:
COV - Shifts and Hours: Monday – Friday. Training hours are 8:30am – 5:00pm EST and post training must be able to work an 8hr shift during the hours of 12:00 noon - 8:30pm EST

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 clients’ money.
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. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
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. We welcome those with experience in jobs such as Accounting Manager, Financial Analyst, and Field Client Relationship Manager and others in the Accounting and Finance to apply.