Customer Service Representative
Company: Fidelity Investments
Location: Lake City
Posted on: May 12, 2022
Job Description:
Job Description:Do you enjoy helping others? Are you the "go to
person" at work or in your community? Would your friends and peers
describe you as friendly and curious?We really should
talk...Fidelity wants extraordinary people with a passion for
assisting others as candidates for a Customer Relationship Advocate
(CRA) position. We have positions for those with and without
college degrees...and if you don't yet have a degree but want one -
we support that too. To assist you with your higher education
goals, Fidelity offers tuition reimbursement programs that can help
you further your education.No finance background...No problemYes,
we are in financial services, but not in the old-fashioned way you
might be thinking. If you come to us knowing the industry - great,
but if you need support learning - that works too. We will provide
you what you need through a paid world class training program to
set you up for success. If you can bring us your dedication for
helping others - we'll teach you the financial expertise and assist
you with becoming a licensed broker. At Fidelity, the customer
experience is our top priority, and we're looking for individuals
that:
- Have relationship building skills and are committed to
providing excellent customer service
- Have experience in people facing industries including service,
retail, healthcare, or hospitalityThis is a full-time hourly phone
position that also offers the opportunity to work extra hours based
on the business needs and your availability.Regular participation
at our on-location sites is an important part of our culture.
Please be mindful of commute distance when considering applying.
Relocation assistance may be available for those who meet
eligibility requirementsThe Purpose of Your RoleThe CRA role is an
integral part of a broader team that takes incoming calls from our
customer base while addressing customer service issues. We are
looking for candidates who wish to gain financial expertise while
growing professionally. Our successful CRAs assist clients with a
broad range of needs including answering questions about their
account balances to guiding them to the appropriate resources. The
goal remains consistent for all interactions: help customers feel
more confident, make clearer decisions, and achieve their own
financial dreams.Our Investments in YouOur benefit programs (opens
in a new tab) are crafted to help you and your loved ones strike
the perfect balance. 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)Training for Your RoleWe offer a paid, industry-leading
development program that will fully prepare you to engage with
customers while acquiring your Series 7 and 63 licenses.
- Click to learn more about Training Opportunities at
Fidelity(opens in a new tab) and how we support our associates to
obtain their securities licensesCOVID work policySafety is our top
priority. Once we can be together in person with fewer safety
measures, this role will move to our dynamic working approach.
You'll be spending some of your time onsiteLearn More: Dynamic
Working (opens in a new tab)Certifications:Series 07 - FINRA,
Series 63 - FINRACompany OverviewFidelity 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 UsAt 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 Best Place to Work in 2022. 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.As a result of COVID-19, many of our
associates are continuing to work remotely. When Fidelity employees
eventually return to the office, our goal is for most people to
work flexibly in a way that balances both personal and business
needs with time onsite and offsite through what we're calling
"Dynamic Working." 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 Leave of
Absence/Accommodation Team by sending an email to accommodations
@fmr.com, or by calling 800-835-5099, prompt 2, option 2. We
welcome those with experience in jobs such as Regional Manager,
Assistant Store Manager, and Department Manager and others in the
Retail to apply.
Keywords: Fidelity Investments, Gainesville , Customer Service Representative, Hospitality & Tourism , Lake City, Florida
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