Client Services Trainee

5 days ago

Covington KY, United States Fidelity Investments Full time

Customer Relationship Advocate Career Development Experience
Join our team of Customer Relationship Advocates (CRA) for a variety-filled experience where you’ll have dedicated time to focus on growth, career development and renewal while you support our customers by taking inbound calls. Are you interested in Financial Services? This first-of-its-kind experience supercharges your early career and growth at Fidelity with personalized support, knowledgeable career guides and celebration of your achievements, while learning about Fidelity and building skills and experiences. In this role, you will assist our clients with a broad range of needs including answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades.

As a new CRA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.
First four months, prepare to become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 and 63 licenses, fully paid for and sponsored by Fidelity. These exams can be challenging but we are here to help
Engage in dedicated time each week to connect and refuel – by exploring the career center, networking with colleagues, taking online classes, and more
As you gain confidence and develop proficiency serving customers, get more variety in your work week by spending time building advanced skills aligned with the next role that interests you.
We provide all the training you need to develop the skills needed to service our customers and study for your FINRA licensing exams Our inclusive culture empowers associates to achieve success while building a supportive network.
From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.
Experience in customer service, call center, or financial services preferred
A strong interest in financial services
Exceptional Problem-solving skills and a demonstrated history of overcoming academic or professional challenges
Ability and flexibility to work in a “hybrid” work setting, both at home and in office
Demonstrate empathy and passion for helping people and ensure an excellent customer experience through a phone interaction
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.

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)

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 Accountant, Controller, and Accounts Payable Clerk and others in the Accounting and Finance to apply.

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