Fidelity Investments
Entry Level Customer Service Advocate
Fidelity Investments - Barnstable, Massachusetts, us, 02630
Work at Fidelity Investments
Overview
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Overview
Job Description:
The Role
Kickstart your career as an Entry Level Customer Service Advocate, joining our dynamic team at Fidelity! This unique opportunity offers personalized support, comprehensive training, and skill development, positioning you for success as you assist our valued clients. In this role, you will provide exceptional customer service by answering inbound calls and addressing a variety of client needs, including trade requests and online support.
What to Expect:
In this exciting position, you will grow within the financial services industry, mastering new skills through
three crucial milestones: Licensing Preparation In your initial months, you'll prepare to become a licensed professional by studying for and obtaining your SIE®, Series 7, and 63 licenses—all fully sponsored by Fidelity! Enjoy paid study time and access to valuable resources, such as licensing coaches and workshops as you receive support to navigate these challenging exams. Skill Development As you gain experience, you will handle complex customer calls and collaborate with your team weekly, providing opportunities to meet with leaders and expand your professional network. Proficiency With growing confidence, you'll explore diverse career paths through job shadowing and utilizing our career center. The Expertise and Skills You Bring: A commitment to completing the FINRA SIE®, Series 7 Top Off, and Series 63 exams through our leading licensing program. An enthusiasm for continuous learning, enabling you to quickly absorb and apply new concepts for effective decision-making. A passion for connecting with clients and driving constructive conversations to reach efficient solutions. Adaptability in handling diverse situations and emotions to achieve favorable outcomes. Strong critical thinking skills that empower you to analyze scenarios, leverage resources, and find effective resolutions. Comfort with new technology and proficiency in navigating multiple systems simultaneously. Note:
Fidelity does not provide immigration sponsorship for this position. The Team Our People are Our Greatest Asset We are focused on building a diverse workforce, fostering a culture of belonging, and creating inclusive experiences for our associates, clients, and community. Our benefits are designed to support you and your loved ones. Here are some highlighted benefits: Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health, Dental, and Vision Insurance, Disability Insurance, Paid Time Off, Commuter Benefit Program, Backup Dependent Care, Charitable Match, Concierge Services, and Wellness Programs. Fidelity operates on a hybrid working model, combining onsite and offsite work experiences. Working onsite is essential for our business strategy and culture, with most hybrid roles requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office.
three crucial milestones: Licensing Preparation In your initial months, you'll prepare to become a licensed professional by studying for and obtaining your SIE®, Series 7, and 63 licenses—all fully sponsored by Fidelity! Enjoy paid study time and access to valuable resources, such as licensing coaches and workshops as you receive support to navigate these challenging exams. Skill Development As you gain experience, you will handle complex customer calls and collaborate with your team weekly, providing opportunities to meet with leaders and expand your professional network. Proficiency With growing confidence, you'll explore diverse career paths through job shadowing and utilizing our career center. The Expertise and Skills You Bring: A commitment to completing the FINRA SIE®, Series 7 Top Off, and Series 63 exams through our leading licensing program. An enthusiasm for continuous learning, enabling you to quickly absorb and apply new concepts for effective decision-making. A passion for connecting with clients and driving constructive conversations to reach efficient solutions. Adaptability in handling diverse situations and emotions to achieve favorable outcomes. Strong critical thinking skills that empower you to analyze scenarios, leverage resources, and find effective resolutions. Comfort with new technology and proficiency in navigating multiple systems simultaneously. Note:
Fidelity does not provide immigration sponsorship for this position. The Team Our People are Our Greatest Asset We are focused on building a diverse workforce, fostering a culture of belonging, and creating inclusive experiences for our associates, clients, and community. Our benefits are designed to support you and your loved ones. Here are some highlighted benefits: Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health, Dental, and Vision Insurance, Disability Insurance, Paid Time Off, Commuter Benefit Program, Backup Dependent Care, Charitable Match, Concierge Services, and Wellness Programs. Fidelity operates on a hybrid working model, combining onsite and offsite work experiences. Working onsite is essential for our business strategy and culture, with most hybrid roles requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office.