Customer Experience Rep UT
Company: Fidelity Investments
Location: Park City
Posted on: April 23, 2024
|
|
Job Description:
Job Description:
Customer Relationship Advocate Career Development Experience
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. Are you interested in Financial
Services? This might be the right opportunity for you---..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. Click here
https://go.fidelity.com/ExperienceCRA(opens in a new tab) to
experience what it is like to work in this role..
What to expect---
As a new CRA, you'll learn about the financial services industry,
develop your skills, and gain new experiences.
First four months, prepare to become a FINRA (Financial Industry
Regulatory Authority) Registered Representative by studying for and
obtaining your SIE, Series 7 and 63 licenses, fully paid for and
sponsored by Fidelity. This includes paid, on-the-job study time,
with readily available resources that you can take advantage of
including licensing coaches and group workshops. These exams can be
challenging but we are here to help!
Subsequent months, begin taking customer calls with increasing
complexity over time to develop and hone your skills. Engage in
dedicated time each week 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.
Advantages of our career development experience---
You are learning. We provide all the training you need to develop
the skills needed to service our customers and study for your FINRA
licensing exams! You don't need a finance background or college
degree to succeed in this role. Prepped with our licensing roadmap,
own your success by studying for the exams at an individualized
pace with dedication and commitment.
You are celebrated. Your achievements will be recognized and
celebrated as you progress through this career development
experience. Our inclusive culture empowers associates to achieve
success while building a supportive network.
You are growing. 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.
You can explore. You'll experience variety in your work with
dedicated time for development activities and doing work that goes
beyond answering customer calls so you can discover the next step
in your career. As you continue to grow, you can become eligible
for career mobility opportunities.
The Skills You Bring
Desire to establish rapport and relationships with customers and
the team through effective communication
Experience in customer service, call center, or financial services
preferred
A strong interest in financial services
Exceptional Problem-solving skills and a demonstrated history of
overcoming academic or professional challenges
Ability and flexibility to work in a "hybrid" work setting, both at
home and in office
Comfortable with technology and ability to navigate multiple
systems simultaneously
Ability to handle different types of situations, emotions and
conversations driving towards a resolution suitable for all
Aptitude to complete our industry-leading paid development
experience will fully prepare you to engage with customers while
taking the SIE, Series 7 Top Off and Series 63 exams
Enthusiasm for continuous learning and dedication to studying and
applying new concepts, learning quickly and retaining information
to assist with decision-making
The Value You Deliver
Demonstrate empathy and passion for helping people and ensure an
excellent customer experience through a phone interaction
Service varied customer needs, including balance inquiries, money
movement, trading, and more
Answer questions and provide resources to deepen client
understanding and build confidence
Our Investments in You
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.
Sound too good to be true? See for yourself and learn more about
our benefits offerings:
Click to hear from a few of our associates about the outstanding
benefits Fidelity offers: Benefits at Fidelity Investments (opens
in a new tab)
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 Required to obtain within
the first 3.5 months
Learn More: Dynamic Working (opens in a new tab)
Certifications:
Series 07 - FINRA, Series 63 - FINRACompany 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.
Join Us
At Fidelity, you'll find endless opportunities to build a
meaningful career that positively impacts peoples' lives, including
yours. 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. Honored with a Glassdoor Employees' Choice Award,
we have been recognized by our employees as a top 10 Best Place to
Work in 2024. And you don't need a finance background to succeed at
Fidelity-we offer a range of opportunities for learning so you can
build the career you've always imagined.
Fidelity's working model blends the best of working offsite with
maximizing time together in person to meet associate and business
needs. Currently, most hybrid roles require associates to work
onsite all business days of one assigned week per four-week period
(beginning in September 2024, the requirement will be two full
assigned weeks).
At Fidelity, we value honesty, integrity, and the safety of our
associates and customers within a heavily regulated industry.
Certain roles may require candidates to go through a preliminary
credit check during the screening process. Candidates who are
presented with a Fidelity offer will need to go through a
background investigation, detailed in this document, and may be
asked to provide additional documentation as requested. 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. Where
permitted by federal or state law, Fidelity will also conduct a
pre-employment drug screen, which will review for the following
substances: Amphetamines, THC (marijuana), cocaine, opiates,
phencyclidine.
We invite you to Find Your Fidelity at fidelitycareers.com.
Fidelity Investments is an equal opportunity employer. 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. To initiate a request for an accommodation, contact the HR
Accommodation Team by sending an email to accommodations@fmr.com,
or by calling 800-835-5099, prompt 2, option 3.
We welcome those with experience in jobs such as Retail Sales
Representative, Field Client Relationship Manager, and Accounting
Assistant and others in the Accounting and Finance to apply.
Keywords: Fidelity Investments, South Jordan , Customer Experience Rep UT, Other , Park City, Utah
Click
here to apply!
|