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Entry Level Customer Service Representative- Smithfield, RI

Job in Smithfield, Providence County, Rhode Island, 02917, USA
Listing for: Fidelity Investments
Full Time position
Listed on 2025-12-31
Job specializations:
  • Customer Service/HelpDesk
    Customer Service Rep, Bilingual
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
Entry Level Customer Service Representative
- Smithfield, RI

Join to apply for the Entry Level Customer Service Representative
- Smithfield, RI
role at Fidelity Investments

Entry Level Customer Service Representative
- Smithfield, RI

2 weeks ago Be among the first 25 applicants

Join to apply for the Entry Level Customer Service Representative
- Smithfield, RI
role at Fidelity Investments

The Role

Join our team of Entry Level Customer Service Representatives, also known as Customer Relationship Advocates (CRA). This experience offers personalized support, skill development, and training to supercharge your early career  this role, you will be a licensed professional providing outstanding customer service while answering inbound calls and supporting Fidelity’s clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support, and more.

Job Description

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

  • Licensing Preparation: Prepare to become a FINRA Registered Representative by studying for and obtaining your SIE, Series 7, and 63 licenses, fully sponsored by Fidelity. Includes paid study time, licensing coaches, and workshops.
  • Skill Development: Handle more complex customer calls, connect with your team, meet with leaders, and expand your network.
  • Proficiency: Gain confidence and explore new career paths through job shadowing and our career center.
  • The Skills You Bring

    • Dedication to completing the FINRA SIE, Series 7 Top Off, and Series 63 exams.
    • Enthusiasm for continuous learning and applying new concepts.
    • Ability to establish rapport with customers through meaningful conversations.
    • Capability to handle different situations and emotions effectively.
    • Growth mindset, adaptability, and personal accountability.
    • Strong problem-solving skills and resourcefulness.
    • Comfort with learning new technology and navigating multiple systems.

    The Team

    Our greatest asset is our people. We are committed to diversity, inclusion, and creating a culture of belonging. Our benefits include maternal and parental leave, tuition reimbursement, student loan assistance, 401(k) matching, health and dental insurance, paid time off, and more.

    Fidelity Investments does not offer work visas for this role.

    Certifications

    • Series 07 - FINRA
    • Series 63 - FINRA

    Category

    Customer Service, Sales

    Our hybrid work model combines onsite and offsite work, with onsite presence required every other week.

    Seniority level
    • Entry level
    Employment type
    • Full-time
    Job function
    • Other

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    Massachusetts, United States 3 months ago

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    Position Requirements
    Less than 1 Year work experience
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