Customer Service Representative

3 weeks ago


Cincinnati, Ohio, United States Fidelity Investments Full time

About the Role:

Fidelity Investments is seeking a skilled Customer Service Representative to join our team of licensed professionals. As a Customer Relationship Advocate, you will provide outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients.

Key Responsibilities:

  • Develop skills to assist with a broad range of client needs, including trade requests, money movement, and online support.
  • Learn about the financial services industry, apply new concepts, and develop and practice new skills.
  • Handle more complex customer calls while dedicating time to connect with your team, meet with your leader, and expand your network.

What We Offer:

  • A comprehensive training program to help you develop the skills and knowledge you need to succeed in this role.
  • A supportive team environment that encourages collaboration and professional growth.
  • A competitive salary and benefits package, including health insurance, dental insurance, and a 401(k) match.

About Fidelity Investments:

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, and we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.



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