Client Service Associate - Entry Level - Customer Relationship Advocate at Fidelity Investments in Covington, LA, USA - Hybrid Remote Work Arrangement

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

Embark on a rewarding career journey with Fidelity Investments! We are seeking a dedicated and enthusiastic Client Service Associate - Entry Level to join our team of Customer Relationship Advocates (CRAs) in Covington, LA, USA. This role offers a unique opportunity to supercharge your early career growth with personalized support, skill development, and training. As a Client Service Associate, you will be a licensed professional providing exceptional customer service, answering inbound phone calls, and supporting Fidelity's valued clients.

About Fidelity Investments

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. With a commitment to building a diverse workforce and creating a culture of belonging, we offer a range of opportunities for learning and growth.

The Role

As a Client Service Associate - Entry Level, you will be part of our team of Customer Relationship Advocates (CRAs), providing outstanding customer service and support to Fidelity's clients. Your primary responsibilities will include:

• Handling inbound phone calls and supporting clients with a broad range of needs, including trade requests, money movement, and online support.
• Developing skills to assist clients with various financial products and services.
• Working collaboratively with your team to achieve shared goals and objectives.
• Participating in ongoing training and development programs to enhance your skills and knowledge.

What to Expect

As a new CRA, you will embark on a journey of growth and development through three major milestones:

Milestone 1: Licensing Preparation

In the first few 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.
• Support and guidance from experienced professionals to help you succeed.

Milestone 2: 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.

Milestone 3: 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 will need:

• 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.
• A 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.
• A 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.
• Comfort with learning new technology or proprietary platforms and confidence navigating multiple systems simultaneously.

Our Culture and Benefits

At Fidelity Investments, we are committed to building a diverse workforce and creating a culture of belonging. Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Some of our featured benefits include:

• 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
• Fitness Reimbursement

Why Join Fidelity?

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.

How to Apply

If you have the skills and passion we're looking for, please submit your application today. We invite you to Find Your Fidelity at Fidelity Careers. Don't miss this fantastic opportunity to grow your career!

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