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Client Relationship Specialist
2 months ago
Position Overview:
Fidelity Investments is seeking dedicated individuals with a passion for customer service to fill the role of Customer Relationship Advocate. This position is ideal for those looking to make a positive impact in the financial services sector, regardless of prior experience in finance.
Your Role:
As a Customer Relationship Advocate, you will be a vital part of our team, handling incoming inquiries from clients and addressing their service needs. Your primary goal will be to enhance customer confidence, facilitate informed decision-making, and assist clients in achieving their financial aspirations.
Key Responsibilities:
- Engage with clients to resolve inquiries and provide exceptional service.
- Utilize relationship-building skills to foster trust and rapport with customers.
- Assist clients with a variety of requests, from account inquiries to resource guidance.
Qualifications:
We welcome candidates from diverse backgrounds, particularly those with experience in customer-facing roles such as retail, healthcare, or hospitality. A commitment to learning and professional growth is essential.
Training and Development:
Fidelity offers a comprehensive, paid training program designed to equip you with the necessary skills and knowledge to excel in this role. You will also have the opportunity to pursue industry certifications, including Series 7 and Series 63 licenses.
Work Environment:
This is a full-time position that may include opportunities for additional hours based on business needs. Regular attendance at our office locations is encouraged to foster a collaborative work culture.
Company Commitment:
At Fidelity Investments, we prioritize the well-being of our clients and employees. We are committed to providing a supportive environment that encourages continuous learning and professional development.
Benefits:
Fidelity offers a robust benefits package that includes educational assistance, wellness programs, and retirement planning options to support your overall well-being.
