Customer Experience Rep Norwich, CT

Customer Experience Rep – Fidelity Investments, Norwich, CT.

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 you learn about Fidelity and build 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.

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.
• 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.

You are learning. We provide all the training you need to develop the skills required 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  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.

• 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 able to navigate multiple systems simultaneously.
• Ability to handle different types of situations, emotions and conversations driving toward a resolution suitable for all.
• Aptitude to complete our industry‑leading paid development experience, fully preparing you to engage with customers while taking the SIE, Series 7, 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.

• 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…