Customer Service Representative

1 month ago


Covington, United States Fidelity Investments Full time
Job Description:

The Role

As a Customer Relationship Advocate (CRA) at Fidelity Investments, you will play a critical role in providing exceptional customer service to our valued clients. This is a unique opportunity to grow your early career with personalized support, skill development, and training.

Key Responsibilities:

  • Provide outstanding customer service while answering inbound phone calls and supporting 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 SIE, Series 7, and 63 licenses, fully sponsored by Fidelity.
  • Handle complex customer calls while dedicating time to connect with your team, meet with your leader, and expand your network.
  • Explore new career paths through job shadowing and our career center.

The Expertise and Skills You Bring:

  • Aptitude and dedication to complete the FINRA SIE, Series 7, and Series 63 exams.
  • Enthusiasm for continuous learning and dedication to studying and applying new concepts.
  • Passion for connection and desire to establish rapport with customers.
  • Ability to handle different types of situations, emotions, and conversations.
  • Desire for growth and adaptability.
  • Exceptional critical and analytical problem-solving skills.

The Team:

We are committed to building a diverse workforce and creating inclusive experiences for our associates, customers, and community. Our benefit programs are designed to help you strike a balance between work and personal life.

Certifications: Series 07 - FINRA, Series 63 - FINRA

Company Overview:

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, assist companies and non-profit organizations in delivering benefits to their employees, and provide institutions and independent advisors with investment and technology solutions.

Join Us:

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts people's lives. 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.



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