Client Service Associate - Entry Level - Customer Relationship Advocate at Fidelity Investments

Join the Fidelity Investments Team as a Client Service Associate - Entry Level

Embark on a rewarding career journey with Fidelity Investments as a Client Service Associate - Entry Level, based in Covington, LA, USA, with a remote work arrangement! As a key member of our Customer Relationship Advocates (CRA) team, you will play a vital role in delivering exceptional customer service, developing essential skills, and driving success in the financial services industry. At Fidelity, we believe in fostering a culture of growth, learning, and inclusion, offering a comprehensive total rewards package, and providing opportunities for professional and personal development.

The Role

As a Client Service Associate - Entry Level, you will be a licensed professional responsible for providing outstanding customer service, 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 more. This role offers a unique opportunity to supercharge your early career growth with personalized support, skill development, and training.

What to Expect

As a new CRA, you will progress through three major milestones:

• Licensing Preparation: In the first months, you will 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.
• Skill Development: In the following months, you will handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network.
• Proficiency: As you gain confidence and proficiency in serving customers, you will explore new career paths through job shadowing and our career center.

The Expertise and Skills You Bring

To succeed in this role, you should possess:

• 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.
• 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.
• 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

At Fidelity Investments, 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.

Benefits and Perks

We offer a comprehensive total rewards package, including:

• Maternal and Parental Leave
• 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
• Fitness Reimbursement

Company Overview

Fidelity 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, assist companies and non-profit organizations in delivering benefits to their employees, and provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

Career Growth Opportunities

At Fidelity, you will find endless opportunities to build a meaningful career that positively impacts people's 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. We have been recognized by our employees as a top 10 Best Place to Work in 2024.

Work Environment and Culture

We value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Our work environment blends the best of both onsite and offsite work experiences, with most roles listed as Hybrid requiring associates to work onsite all business days of every other week in a Fidelity office.

How to Apply

Ready to join us? The first step is easy. Click Apply To This Job and we'll be in touch soon!

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 Apply for this job