Customer Service Representative
Company: Fidelity Investments
Location: Ogden
Posted on: September 21, 2023
Job Description:
Job Description:Customer Relationship Advocate Career
Development ExperienceJoin our team of Customer Relationship
Advocates (CRA) for a variety-filled experience where you'll have
dedicated time to focus on growth, career development and renewal
while you support our customers by taking inbound calls. This
first-of-its-kind experience supercharges your early career and
growth at Fidelity with personalized support, knowledgeable career
guides and celebration of your achievements, while learning about
Fidelity and building skills and experiences. In this role, you
will assist our clients with a broad range of needs including
answering questions about account balances, making withdrawals,
transferring funds, identifying resources, and placing trades.Would
you like to learn more about the Customer Relationship Advocate
position? - - Take our virtual experience and learn what it is like
to work in this role. - - -This is free for everyone with the
intent to help you gain a better understanding of the role. - - -
What to expect---As a new CRA, you'll be supported by a group of
leaders, coaches, mentors and experienced CRAs over the first 18
months of your career.
- First four months, prepare to become a FINRA (Financial
Industry Regulatory Authority) Registered Representative by
studying for and obtaining your Series 7 and 63 licenses, fully
paid for and sponsored by Fidelity. This includes paid, on-the-job
study time, support from licensing coaches, group and
individualized study plans, and review classes.
- Subsequent months, continue taking customer calls with
increasing complexity to develop and hone your skills. Dedicated
time each week to develop new skills and to connect and refuel - by
exploring the career center, networking with colleagues, taking
online classes, and more!
- As you gain confidence and develop proficiency serving
customers, get more variety in your work week by spending time
building advanced skills aligned with the next role that interests
you.Advantages of our career development experience---You are
supported. We provide all the training you need to develop the
skills needed to service customers and study for your FINRA
licensing exams! You don't need a finance background or college
degree to succeed in this role.You are celebrated. Your
achievements will be recognized and celebrated as you progress
through this career development experience to your first automatic
promotion.You are growing. From day one you'll have the support and
structure to plan for your future at Fidelity. The career coaching
you will receive will help you understand the array of career
opportunities at Fidelity and chart a course to help you grow in a
personalized career path.You can explore. You'll experience variety
in your work each with dedicated time on development activities and
doing work that goes beyond answering customer calls.The Skills You
Bring
- Ability to establish rapport and relationships with customers
and the team through effective communication
- Listening and compassion skills to support the challenges of
our diverse customers
- Adaptability and flexibility in various work environments
(i.e., working in the office, working from home, overtime,
etc.)
- Ability to handle different types of situations and
conversations driving towards a resolution suitable for all
- Aptitude to complete our industry-leading paid development
experience will fully prepare you to engage with customers while
taking the SIE, Series 7 Top Off and Series 63 exams
- A desire for continuous learning and dedication to studying and
applying new concepts, learning quickly and retaining information
to assist with decision-makingThe Value You Deliver
- Demonstrate empathy and passion for helping people and ensure
an excellent customer experience
- Service varied customer needs, including balance inquiries,
money movement, trading, and more
- Answer questions and provide resources to deepen understanding
and build confidenceOur Investments in You 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.Sound too
good to be true? See for yourself and learn more about our benefits
offerings:
- Click to hear from a few of our associates about the
outstanding benefits Fidelity offers:
- Click here for a local news story about how we are helping our
Certifications: You will be given paid time and support to obtain
SIE - FINRA, Series 07 - FINRA, Series 63 - FINRALearn More: While
aspects of this role are similar to other roles you may have
searched for (Entry Level Customer Service, Call Center
Representative or Customer Service Representative), this role
offers a comprehensive, supported and guided experience towards
building a career at Fidelity!Please see below for the salary range
for work locations in Colorado only:N/APlease see below for the
salary range for work locations in New York City, Westchester
County, NY and Jersey City, NJ only:N/APlease see below for the
salary range for work locations in California only:N/APlease see
below for the salary range for work locations in Washington
only:N/ACertifications:Series 07 - FINRA, Series 63 - FINRACompany
OverviewFidelity 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. We assist companies
and non-profit organizations in delivering benefits to their
employees. And we provide institutions and independent advisors
with investment and technology solutions to help invest their own
clients' money.Join UsAt Fidelity, you'll find endless
opportunities to build a meaningful career that positively impacts
peoples' lives, including yours. You can take advantage of flexible
benefits that support you through every stage of your career,
empowering you to thrive at work and at home. Honored with a -, we
have been recognized by our employees as a Best Place to Work in
2023. And you don't need a finance background to succeed at
Fidelity-we offer a range of opportunities for learning so you can
build the career you've always imagined.At Fidelity, our goal is
for most people to work flexibly in a way that balances both
personal and business needs with time onsite and offsite through
what we're calling "". Most associates will have a hybrid schedule
with a requirement to work onsite at a Fidelity work location for
at least one week, 5 consecutive days, every four weeks. These
requirements are subject to change.We invite you to -Find Your
Fidelity -at -.Fidelity Investments is an equal opportunity
employer. We believe that the most effective way to attract,
develop and retain a diverse workforce is to build an enduring
culture of inclusion and belonging.Fidelity will reasonably
accommodate applicants with disabilities who need adjustments to
participate in the application or interview process. To initiate a
request for an accommodation, contact the HR Accommodation Team by
sending an email to -, or by calling 800-835-5099, prompt 2, option
3.At Fidelity, we value honesty, integrity, and the safety of our
associates and customers within a heavily regulated industry.
Certain roles may require candidates to go through a preliminary
credit check during the screening process. Candidates who are
presented with a Fidelity offer will need to go through a
background investigation and may be asked to provide additional
documentation as requested. This investigation includes but is not
limited to a criminal, civil litigations and regulatory review,
employment, education, and credit review (role dependent). These
investigations will account for 7 years or more of history,
depending on the role. Where permitted by federal or state law,
Fidelity will also conduct a pre-employment drug screen, which will
review for the following substances: Amphetamines, THC (marijuana),
cocaine, opiates, phencyclidine.
We welcome those with experience in jobs such as Retail Fashion
Buyer, District Manager, and Retail Assistant and others in the
Retail to apply.
Keywords: Fidelity Investments, Ogden , Customer Service Representative, Hospitality & Tourism , Ogden, Utah
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