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About the Role
Support customers by taking inbound calls, preparing for a future as the official face of Fidelity in our Investor Centers, and supercharging your early planning and advice career with paid training to help you get your Series 7 & 66 licenses.
Responsibilities
- Support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades.
- Support customers with increasing complexity to develop and hone your skills.
- Develop new skills and connect and refuel by networking with colleagues, taking online classes, and more.
- Serve customers and build advanced skills that will further develop your career in planning.
Requirements
- High energy and enthusiasm with a natural passion for helping people
- Flexibility and self-motivation
- Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment
- Eagerness to learn and build a career in financial services
- Ability to deliver an outstanding customer experience
- Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once
- Coachability, collaboration and curiosity will fuel your success
- Successful completion of all licensing exams is required.
- Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Skills
- Customer service
- Interpersonal skills
- Attention to detail
- Ability to manage multiple tasks
- Coachability
- Collaboration
- Curiosity
Location
- Remote
- Onsite
Work Type
- Hybrid
- Full-time
Experience Level
- Entry Level
Education Level
- No college degree required
Salary/Compensations
- $45,000 - $75,000 per year
Benefits
- 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
- Comprehensive health care coverage
- Emotional well-being support
- Market-leading retirement
- Generous paid time off and parental leave
- Charitable giving employee match program
- Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
About the Company
- At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want!
- We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates.
- We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.
- For information about working at Fidelity, visit FidelityCareers.com.
Equal Opportunity
- Fidelity Investments is an equal opportunity employer.
- 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 please contact the following: For roles based in the US: Contact the HR Leave of Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact AccommodationsIreland@fmr.com For roles based in Germany: Contact Accommodationsgermany@fmr.com