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Client Relationship Specialist
2 months ago
Client Relationship Specialist
Position Overview:
At Fidelity Investments, we are in search of remarkable individuals who possess a genuine enthusiasm for helping others. The role of a Client Relationship Specialist (CRS) is pivotal in our mission to provide exceptional service to our clients. We welcome applicants from diverse educational backgrounds, including those without a college degree. For those aspiring to further their education, we offer comprehensive support through our tuition reimbursement programs.
No prior financial experience required:
While we operate within the financial services sector, we are not confined to traditional methods. Whether you have industry knowledge or are starting fresh, we are committed to your success. Our extensive training program is designed to equip you with the necessary skills and knowledge to excel in this role. Your dedication to customer service will be met with our commitment to providing you with the financial expertise needed to thrive.
Key Responsibilities:
The CRS role is essential in managing incoming client inquiries and resolving service-related issues. We seek candidates eager to develop their financial acumen while advancing their careers. Successful Client Relationship Specialists will assist clients with a variety of inquiries, from account balance questions to directing them to appropriate resources. Our goal is to ensure that every interaction helps clients feel more empowered, make informed decisions, and achieve their financial aspirations.
Our Commitment to Your Development:
We provide a paid, industry-leading training program that prepares you to engage effectively with clients while obtaining your Series 7 and 63 licenses. Your safety and well-being are our top priorities, and we are dedicated to adapting our work policies to ensure a secure environment.
About Fidelity Investments:
Fidelity Investments is a privately held firm with a rich history of over 75 years, dedicated to enhancing the financial well-being of our clients. We assist individuals in planning for their futures, support organizations in providing employee benefits, and offer investment solutions to institutions and independent advisors.
Benefits:
Fidelity offers a comprehensive benefits package designed to support you throughout your career journey. From wellness programs to retirement planning, we prioritize your overall well-being. Our family-friendly policies, including generous parental leave and adoption assistance, reflect our commitment to work-life balance.
We encourage individuals from all backgrounds to apply and contribute to our culture of inclusion and belonging.
