Financial Services Professional

6 days ago


Jacksonville, Florida, United States Fidelity TalentSource LLC Full time

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of its clients. The organization helps people invest and plan for their future, assists companies and non-profit organizations in delivering benefits to their employees, and provides institutions and independent advisors with investment and technology solutions.

Compensation Package

The estimated salary for this position is $60,000 per year, plus additional benefits including 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.

Job Description

This role involves providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. As a Customer Relationship Advocate, you will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support, and more.

What to Expect

You will learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones:

  • Handling more complex customer calls
  • Dedicating time each week to connect with your team, meet with your leader, and expand your network

Required Skills and Qualifications

This position requires comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously. You will also need to be a licensed professional and have strong communication and problem-solving skills.

Benefits and Culture

Fidelity Investments is committed to building a diverse workforce, fostering a culture of belonging, and creating more inclusive experiences for its associates, customers, and community. The company offers a hybrid working model that blends the best of both onsite and offsite work experiences.


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