Customer Service Representative- Covington, KY

Job Description

The Role Join our team of Customer Service Representatives, also known as Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity’s valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more!

As a new CRA, you’ll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones:

• 1. Licensing Preparation – In the 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 our career center.

• 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.

Fidelity Investments does not offer work visas for this role.

Series 07 - FINRA, Series 63 - FINRA

Customer Service, Sales

Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.