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About the Role
Support Fidelity customers by taking inbound calls, preparing for a future as the official face of Fidelity in Investor Centers, and supercharging your early planning and advice career with paid training for Series 7 & 66 licenses.
Responsibilities
- Support 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 skills.
- Develop new skills and connect with colleagues through networking and online classes.
- Transition to working fully on-site in an Investor Center.
- Gain confidence and develop proficiency serving customers.
- Build advanced skills for a 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 success.
- Fidelity will not provide immigration sponsorship for this position.
- Criminal histories may restrict hiring or association with individuals.
Skills
- Customer service
- Interpersonal skills
- Attention to detail
- Ability to manage multiple tasks
- Coachability
- Collaboration
- Curiosity
Location
- Remote
- Onsite
Work Type
- Full-time
- Hybrid
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
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.