Entry-Level Customer Service
Company: Fidelity Investments
Posted on: January 8, 2022
Job Description: FIDELITY INVESTMENTS
Customer Relationship Advocate
Are you eager to be part of something positive and work within a
dynamic and collaborative team environment? At Fidelity,
collaboration isn 't just about working together in our teams; it
's about improving lives together. Our success as a firm is due to
the personal responsibility and pride our associates take in
getting things right, and the compassion that drives us to go above
and beyond to exceed expectations for our customers and each other.
We have a phenomenal career opportunity for recent and upcoming
college graduates , regardless of your major in school, because you
do not need to have finance degree to advance in this role .
We offer a paid, industry-leading training and development program
to fully prepare you to acquire FINRA Series 7 and 63 licenses. You
will receive support, mentoring, dedicated study time and training
materials to help you be successful in acquiring your FINRA
The skills you bring
Ability to establish rapport and relationships through effective
Unwavering dedication towards helping others while being
Our successful Customer Relationship Advocates (CRA) are essential
in interacting with our clients via incoming calls and assist them
with a broad range of needs including:
answering questions about their account balances
guiding them to the appropriate online financial resources
helping them feel more confident and make clearer financial
educating on options to improve their financial security and
achieve their financial dreams.
Our commitment to you
Student loan assistance and tuition reimbursement for eligible
18+ days of paid time off (based on years of service) plus 8 paid
Opportunities to volunteer and give to your local community during
Workplace wellness initiatives, weekly meditation calls, and
company subsidized balanced meal options at onsite cafeterias
To learn about additional benefits, click here
relocation benefits may be available
We believe in being #DifferentTogether . Fidelity 's nine affinity
groups are self-organized groups of employees with common interests
in areas such as race, ethnicity, gender or sexual orientation, or
who share similar interests based on similar sets of experiences
who come together to create a positive, inclusive workplace for all
We continuously strive for a diverse and inclusive workplace where
we respect and value our associates for their unrivaled
perspectives and experiences.
COVID work policy Safety is our top priority. . Once we can be
together in person with fewer safety measures, this role will move
to our dynamic working approach. You'll be spending some of your
time onsite depending on the nature and needs of your role.
Dynamic working - post pandemic
Our aim is to combine the best of working offsite with coming
together in person. For most teams this means a consistent balance
of working from home and office that supports the needs of your
role, experience level, and working style. Your success and growth
is important to us, so you 'll want to enjoy the benefits of coming
together in person - face to face learning and training, quality
time with your manager and teammates, building your career network,
making friends, and taking full advantage of cultural and social
experiences Fidelity provides for you.
Learn More: - Dynamic Working
Fidelity Investments is an equal opportunity employer.
This opportunity is brought to you by Fidelity University
Please see below for the salary range for work locations in
This position is eligible for incentive compensation or an annual
Certifications: Series 07 - FINRA
At Fidelity Investments, our customers are at the heart of
everything we do. As a privately held company with a rich 75-year
history, our mission has remained the same since our founding: 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.
At 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. And you don 't need a finance
background to succeed at Fidelity -we offer a range of
opportunities for learning and growth so you can build the career
you 've always imagined. We welcome associates from different
backgrounds and with different perspectives to help us innovate and
make a difference for our customers and our communities.
We invite you to Find Your Fidelity at fidelitycareers.com .
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
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
Leave of Absence/Accommodation Team by sending an email to -
accommodations @fmr.com , or by calling 800-835-5099, prompt 2,
We welcome those with experience in jobs such as Retail Assistant,
Overnight Stocker, and Retail Sales Associate and others in the
Retail to apply.
Keywords: Fidelity Investments, Sandy , Entry-Level Customer Service, Hospitality & Tourism , Sandy, Utah
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