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Fidelity Investments · 13 hours ago

Customer Service Representative- Smithfield, RI

Smithfield, RI

Full-time

Hybrid

New Grad, Entry Level

Fidelity Investments is seeking Customer Service Representatives, also known as Customer Relationship Advocates (CRA), to join their team. This role involves providing outstanding customer service and support to clients while preparing for industry licensing exams and developing skills in financial services.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management

Growth Opportunities

No H1B

Responsibilities

Provide outstanding customer service while answering inbound phone calls and supporting Fidelity’s valued clients

Assist with a broad range of client needs, including trade requests, money movement, online support and so much more

Prepare to become a FINRA Registered Representative by studying for and obtaining your SIE®, Series 7, and 63 licenses

Handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network

Explore new career paths through job shadowing and our career center

Qualification

FINRA SIESeries 7Series 63Critical problem-solvingCustomer rapportAnalytical skillsTechnology proficiencyContinuous learningAdaptability

Required

Aptitude and dedication to complete the FINRA SIE ®, Series 7 Top Off and Series 63 exams through our industry-leading licensing program

Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making

A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient

Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions

A desire for growth and a mindset that generates long term success through adaptability and personal accountability

Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution

Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously