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Fidelity Investments

Merrimack, NH 03054
Posted at 29 Jan, 2024

Description

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. 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. This is free for everyone with the intent to help you gain a better understanding of the role. As a new CRA, you’ll be supported by a group of leaders, coaches, mentors and experienced CRAs over the first 18 months of your career. First four months, prepare to become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your Series 7 and 63 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time, support from licensing coaches, group and individualized study plans, and review classes. Dedicated time each week to develop new skills and 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. You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! 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. Listening and compassion skills to support the challenges of our diverse customers working in the office, working from home, overtime, etc.) Demonstrate empathy and passion for helping people and ensure an excellent customer experience Service varied customer needs, including balance inquiries, money movement, trading, and more 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. 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 – FINRA While aspects of this role are similar to other roles you may have searched for (Entry Level Customer Service, Call Center Representative or Customer Service Representative), this role offers a comprehensive, supported and guided experience towards building a career at Fidelity! 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. 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. Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. 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. 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. Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.