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- Customer Service Representative - Covington, KY -
Company: Fidelity Investments
Estimated Salary: $50,000 - $65,000 per year (Estimated)
Work Model: Full Time, Hybrid (Covington, KY)
Benefits: Health, Dental, Vision, 401(K) 7% match, Paid Time Off, Parental Leave, Tuition Reimbursement, Student Loan Assistance, and more!
About the Company:
Fidelity Investments is committed to building a diverse workforce and creating an inclusive culture for their associates, customers, and community. They are a leading financial services company dedicated to helping individuals achieve their financial goals through a wide range of services and products.
Your Role:
Join the team as a Customer Service Representatives, also known as Customer Relationship Advocates (CRA). This role is designed to supercharge your early career growth at Fidelity with personalized support, skill development, and training. You will become a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity’s valued clients across a broad range of needs.
What to Expect on Your Journey:
As a new CRA, you'll learn about the financial services industry, apply new concepts, and develop essential skills through three major milestones:
1. Licensing Preparation: In your first months, you’ll prepare to become a FINRA Registered Representative by studying for and obtaining your SIE®, Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops.
2. Skill Development: In the following months, you’ll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network.
3. Proficiency: As you gain confidence and proficiency in serving customers, you’ll explore new career paths through job shadowing and career center.
What You'll Bring:
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.
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.
Working Model:
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Most hybrid roles require associates to work onsite every other week (all business days, Monday-Friday) in a Fidelity office in Covington, KY.
Important Note: Fidelity Investments does not offer work visas for this role.
Apply here: [https://www.talentfair.jobs/l/1](https://www.talentfair.jobs/l/11)0