Customer Experience Rep
Company: Fidelity Investments
Location: Daytona Beach
Posted on: April 24, 2024
Job Description:
Job Description: Customer Relationship Advocate Career
Development Experience 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. Are you
interested in Financial Services? This might be the right
opportunity for you---..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.
Click here in a new tab) to experience what it is like to work in
this role.. What to expect--- As a new CRA, you'll learn about the
financial services industry, develop your skills, and gain new
experiences.
- First four months, prepare to become a FINRA (Financial
Industry Regulatory Authority) Registered Representative by
studying for and obtaining your SIE, Series 7 and 63 licenses,
fully paid for and sponsored by Fidelity. This includes paid,
on-the-job study time, with readily available resources that you
can take advantage of including licensing coaches and group
workshops. These exams can be challenging but we are here to
help!
- Subsequent months, begin taking customer calls with increasing
complexity over time to develop and hone your skills. Engage in
dedicated time each week 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
learning. We provide all the training you need to develop the
skills needed to service our customers and study for your FINRA
licensing exams! You don't need a finance background or college
degree to succeed in this role. Prepped with our licensing roadmap,
own your success by studying for the exams at an individualized
pace with dedication and commitment. You are celebrated . Your
achievements will be recognized and celebrated as you progress
through this career development experience. Our inclusive culture
empowers associates to achieve success while building a supportive
network. 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 with dedicated time for development activities
and doing work that goes beyond answering customer calls so you can
discover the next step in your career. As you continue to grow, you
can become eligible for career mobility opportunities. The Skills
You Bring
- Desire to establish rapport and relationships with customers
and the team through effective communication
- Experience in customer service, call center, or financial
services preferred
- A strong interest in financial services
- Exceptional Problem-solving skills and a demonstrated history
of overcoming academic or professional challenges
- Ability and flexibility to work in a "hybrid" work setting,
both at home and in office
- Comfortable with technology and ability to navigate multiple
systems simultaneously
- Ability to handle different types of situations, emotions 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
- Enthusiasm for continuous learning and dedication to studying
and applying new concepts, learning quickly and retaining
information to assist with decision-making The Value You Deliver
- Demonstrate empathy and passion for helping people and ensure
an excellent customer experience through a phone interaction
- Service varied customer needs, including balance inquiries,
money movement, trading, and more
- Answer questions and provide resources to deepen client
understanding and build confidence
- Our 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 Required to obtain within
the first 3.5 months Learn More: Dynamic Working (opens in a new
tab) Certifications: Series 07 - FINRA, Series 63 - FINRA 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. 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 Us At 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 top 10 Best Place to Work in 2024. 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. Fidelity's working model blends the best of
working offsite with maximizing time together in person to meet
associate and business needs. Currently, most hybrid roles require
associates to work onsite all business days of one assigned week
per four-week period (beginning in September 2024, the requirement
will be two full assigned weeks). At Fidelity, we value honesty,
integrity, and the safety of our associates and customers within a
heavily regulated industry . Certain roles may require candidates
to go through a preliminary credit check during the screening
process. Candidates who are presented with a Fidelity offer will
need to go through a background investigation, detailed in this
document, and may be asked to provide additional documentation as
requested. This investigation includes but is not limited to a
criminal, civil litigations and regulatory review, employment,
education, and credit review (role dependent). These investigations
will account for 7 years or more of history, depending on the role.
Where permitted by federal or state law, Fidelity will also conduct
a pre-employment drug screen, which will review for the following
substances: Amphetamines, THC (marijuana), cocaine, opiates,
phencyclidine. We invite you to Find Your Fidelity at
fidelitycareers.com. 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 800-835-5099, prompt 2, option
3. We welcome those with experience in jobs such as Payroll
Specialist, Billing, Cost, and Rate Clerk, and Controller and
others in the Accounting and Finance to apply.
Keywords: Fidelity Investments, Deltona , Customer Experience Rep, Other , Daytona Beach, Florida
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