Join Fidelity Investments as a Customer Service Representative, where you'll provide exceptional service to clients while gaining valuable skills and industry knowledge. This role offers a unique opportunity for career growth through personalized support and licensing preparation.
Key Responsibilities
Provide outstanding customer service via inbound phone calls
Assist clients with trade requests and money movement
Support clients with online inquiries
Prepare for licensing exams with company support
Develop skills to handle complex customer calls
Required Qualifications
Aptitude to complete FINRA SIE, Series 7, and Series 63 exams
Enthusiasm for continuous learning
Ability to establish rapport with customers
Skills in problem-solving and critical thinking
Comfortable learning new technology
Benefits & Perks
Maternal and Parental LeaveTuition ReimbursementStudent Loan Assistance401(K) 7% matchHealth, Dental, and Vision InsuranceDisability InsurancePaid Time OffCommuter Benefit ProgramBackup Dependent CareCharitable matchConcierge ServicesWellness Program