Call Center Representative - job 1 of 2
Job Description:
The Role
Join our team of Entry Level Customer Service Representatives, also known asCustomer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity’s valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more!
What to expect…
As a new CRA, you’ll 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:
1. Licensing Preparation
In the first months, you’ll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE®, Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we’re here to support you every step of the way! (Learn More)
2. Skill Development
In the following months, you’ll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network.
3. Proficiency
As you gain confidence and proficiency in serving customers, you’ll 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 Top Off and Series 63 exams through our industry-leading licensing program.
- Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making.
- A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient.
- Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions.
- A desire for growth and a mindset that generates long term success through adaptability and personal accountability.
- Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution.
- Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously.
The Team
Our Greatest Asset is Our People
We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community.
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): 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. (Learn More)
Fidelity Investments does not offer work visas for this role
Certifications:
Series 07 - FINRA, Series 63 - FINRACategory:
Customer Service, SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
We welcome those with experience in jobs such as Accounts Payable Clerk, Accounts Receivable Clerk, and Accountant and others in the Accounting and Finance to apply.
Average salary estimate
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Fidelity Investments is looking for enthusiastic individuals to join their team as Call Center Representatives, also known as Customer Relationship Advocates (CRA). This exciting entry-level opportunity is not just a job; it’s a pathway to a rewarding career in customer service while working in the vibrant environment of Smithfield, RI. As a CRA, you’ll provide exceptional service by answering inbound phone calls and assisting Fidelity's valued clients with various needs like trade requests and money movements. What’s really great about this role is that you’re not just there to answer calls; you'll also embark on a journey of personalized support and skill development. In the first months, you’ll have the chance to prepare for your FINRA licensing exams, all sponsored by Fidelity, including the SIE®, Series 7, and Series 63 licenses. Your success matters, and Fidelity provides all the resources and coaching to help you through these challenging exams. After becoming licensed, you’ll engage in more complex calls, develop your skills, and network with your team. As you gain confidence, explore new career paths through job shadowing. If you have dedication, a passion for helping others, and the desire to foster meaningful connections, this is the perfect place for you. Plus, with Fidelity's commitment to a diverse and inclusive workforce, you’ll thrive in a culture that values every individual. Embrace the growth and learning opportunities as you join this dynamic team!
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