Overview
Entry Level Customer Service – Merrimack, NH Jobs in Concord, MO at Fidelity Investments
Job Description:
Join 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 6…
Title: Entry Level Customer Service – Merrimack, NH
Company: Fidelity Investments
Location: Concord, MO
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