Call Center Representative
Company: Fidelity Investments
Location: Castle Rock
Posted on: January 22, 2023
Job Description:
Job Description: Customer Relationship Advocate Career
Development ExperienceJoin 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.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 63 exams
- A desire for continuous learning and dedication to studying and
applying new concepts, learning quickly and retaining information
to assist with decision-makingThe Value You Deliver
- Demonstrate empathy and passion for helping people and ensure
an excellent customer experience
- Service varied customer needs, including balance inquiries,
money movement, trading, and more
- Answer questions and provide resources to deepen understanding
and build confidenceOur Investments in You Our benefit programs
(opens in a new tab) are crafted to help you and your loved ones
strike the perfect balance. Here are a few featured benefits (not
all benefits are listed): 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, and Fitness Reimbursement.Sound too good to be true? See
for yourself and learn more about our benefits offerings:
- Click to hear from a few of our associates about the
outstanding benefits Fidelity offers: Benefits at Fidelity
Investments (opens in a new tab)
- Click here for a local news story about how we are helping our
employee's payback their student loan debt (opens in a new tab)
Certifications: You will be given paid time and support to obtain
SIE - FINRA, Series 07 - FINRA, Series 63 - FINRALearn More:
Dynamic Working (opens in a new tab) While aspects of this role are
similar to other roles you may have searched for (Entry Level
Customer Service, Call Center Representative or Customer Service
Representative), this role offers a comprehensive, supported and
guided experience towards building a career at Fidelity! Please see
below for the salary range for work locations in Colorado only:
$47,500 per yearThis position is eligible for incentive
compensation or an annual bonus opportunity. Certifications: Series
07 - FINRA, Series 63 - FINRA Company OverviewFidelity 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. 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.Join
UsAt 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. Honored with a Glassdoor Employees' Choice Award
, we have been recognized by our employees as a Best Place to Work
in 2022. And you don't need a finance background to succeed at
Fidelity-we offer a range of opportunities for learning so you can
build the career you've always imagined.At Fidelity, our goal is
for most people to work flexibly in a way that balances both
personal and business needs with time onsite and offsite through
what we're calling " Dynamic Working ."We invite you to Find Your
Fidelity at .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 , or by calling , prompt 2, option 3. We welcome those
with experience in jobs such as District Manager, Sales Supervisor,
and Associate Manager and others in the Retail to apply.
Keywords: Fidelity Investments, Castle Rock , Call Center Representative, Hospitality & Tourism , Castle Rock, Colorado
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