Customer Service Representative - Castle Rock - Fidelity Investments

    Fidelity Investments
    Fidelity Investments Castle Rock

    17 hours ago

    Full time $65,000 - $125,000 (USD) per year *
    Description

    Job Description:

    The Role
    Join our team of Customer Service Representatives, also knowCustomer 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

    What to expect…
    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. While these exams can be challenging, rest assured that we're here to support you every step of the way (Learn More)

    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.

    The Expertise and Skills You Bring

    • 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.

    Note: Fidelity is not providing immigration sponsorship for this position

    The Team

    Our Greatest Asset is Our People
    We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community.

    Our benefit programs 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, and Wellness Program. (Learn More)

    The base salary range for this position is $42,000 - $60,000 per year.

    Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.

    Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

    We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

    Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

    Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

    Certifications:

    Series 07 - FINRA, Series 63 - FINRA

    Category:

    Customer Service, Sales
    * This salary range is an estimation made by beBee
  • Work in company

    Patient Services Representative

    Only for registered members

    We are seeking a Patient Services Representative to provide exceptional customer service to patients in our fast-paced environment. This vital role involves delivering care that is valued and respected. · The ideal candidate will have excellent communication skills, experience wi ...

    Castle Rock $19.83 - $21.36 (USD) Full time

    1 week ago

  • Work in company

    Patient Services Representative

    Only for registered members

    :Are you a friendly face with a passion for helping others? Cowlitz Family Health Center is a Federally Qualified Health Center looking for a Patient Services Representative to be the welcoming face of our team In this vital role, you'll be the first point of contact for patients ...

    Castle Rock, WA $32,000 - $52,000 (USD) per year

    1 week ago

  • Work in company

    Member Service Representative

    Only for registered members

    This MSR position in Castle Rock is eligible for a $500 sign-on bonus. · Providing quality member service through accurate and professional face-to-face member interactions including basic monetary transactions,new member account creation,and account maintenance,with a focus on m ...

    Castle Rock

    1 month ago

  • Work in company

    Customer Service Representative

    Only for registered members

    We are seeking friendly and motivated individuals for the position of Customer Service Representative. You will work as part of a supportive team to ensure exceptional customer service and assist customers with their journeys by inspecting and maintaining equipment. · ...

    Kelso $16.28 - $26 (USD) OTHER

    1 month ago

  • Work in company

    Patient Services Representative

    Only for registered members

    · Full-time · Description · Cowlitz Family Health Center is a Federally Qualified Health Center looking for a Patient Services Representative to be the welcoming face of our team In this vital role, you'll be the first point of contact for patients, ensuring they feel valued and ...

    Longview, WA $32,000 - $52,000 (USD) per year

    1 day ago

  • Work in company

    Patient Services Representative

    Only for registered members

    Cowlitz Family Health Center is a Federally Qualified Health Center looking for a Patient Services Representative to be the welcoming face of our team In this vital role, you'll be the first point of contact for patients, ensuring they feel valued and cared for from the moment th ...

    Longview $19.83 - $21.36 (USD) Full time

    3 days ago

  • Work in company

    Customer Service Representative II

    Only for registered members

    The Customer Service Representative II ensures customer expectations are accurately determined and are fully met. · Influences Motion Industries' gross profit through negotiating the sale price and purchase price. · Buils customer relationships to drive repeat business by relatin ...

    Longview $21.17 - $26.46 (USD) Full time

    4 weeks ago

  • Work in company

    Customer Service Representative II

    Only for registered members

    The Customer Service Representative is responsible for accurately fulfilling customer orders and managing incoming customer calls. · Under close supervision,Responds to basic customer inquires regarding products. · ...

    Longview $21.17 - $26.46 (USD)

    4 weeks ago

  • Work in company

    Patient Services Representative

    Only for registered members

    We are looking for a Patient Services Representative to be the welcoming face of our team. You will be the first point of contact for patients and ensure they feel valued from the moment they walk in. · Appointment schedulingData collectionVerifying patient eligibility etc... · ...

    Woodland $19.83 - $21.36 (USD) Full time

    1 month ago

  • Work in company

    Customer Service Representative

    GEICO

    At GEICO, we offer a rewarding career where your ambitions are met with endless possibilities.  · Every day we honor our iconic brand by offering quality coverage to millions of customers and being there when they need us most. We thrive through relentless innovation to exceed ou ...

    Dry Branch $37,975 (USD) per year Full time

    17 hours ago

  • Work in company

    Customer Service Representative

    Only for registered members

    Lewis County is hiring a Customer Service Representative - Casual for their Public Health & Social Services Department. This position is temporary and open to qualified applicants who apply by February 8, 2026. · ...

    Chehalis $23.34 - $31.38 (USD)

    2 weeks ago

  • Work in company

    Member Services Representative

    Only for registered members

    Snap Fitness is seeking an energetic Member Services Representative to join our team. · ...

    Woodland

    2 weeks ago

  • Work in company

    Customer Service Representative

    Only for registered members

    We are looking for an entry level customer service representative and administrative assistant to guide customers from order placement through delivery, · communicating with kindness and within our brand guidelines while supporting the Ecology team in day to day operations.Work a ...

    Woodland, WA

    2 weeks ago

  • Work in company

    Customer Service Representative

    Only for registered members

    This is an entry-level position that provides customer service on behalf of Lewis County Public Health & Social Services. The job involves answering public inquiries and providing information regarding departmental services, programs, policies, and procedures. · ...

    Chehalis $23.34 - $31.38 (USD)

    1 month ago

  • Work in company

    Customer Service Representative

    Only for registered members

    Provides exceptional customer service by actively offering Timberland Bank products and services while performing all essential functions and job duties. · ...

    Chehalis $18 - $19 (USD) Full time

    1 month ago

  • Work in company

    Patient Services Representative

    Only for registered members

    We are looking for a friendly face with a passion for helping others to be the welcoming face of our team. · ...

    Woodland, WA

    1 month ago

  • Work in company

    Member Services Representative

    Only for registered members

    · Job Description: · Snap Fitness is seeking an energetic Member Services Representative to join our team. The right candidate will have a passion for fitness, a desire to help and motivate others, and a fun upbeat attitude. This is an incredible position and an opportunity for ...

    Woodland, WA $32,000 - $52,000 (USD) per year

    3 days ago

  • Work in company

    Customer Service Representative

    Only for registered members

    Overview: · We are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. · In this role, you will be responsible for providing exceptional service to our customers, resolving inquiries, and ensuring customer satisfaction ...

    Woodland, WA $65,000 - $125,000 (USD) per year

    1 week ago

  • Work in company

    Customer Service Representative

    Only for registered members

    · Min · USD $18.00/Hr. · Max · USD $21.03/Hr. · Job Summary · Want to help strengthen your community's financial health? Looking for an employer that will inspire you and support your career in finance? Your search is over... WaFd Bank is hiring a Customer Service Representative ...

    Centralia, Washington, United States $65,000 - $125,000 (USD) per year

    2 days ago

  • Work in company

    Technical Service Representative

    Only for registered members

    · Located in Woodland, WA, LifePort is the leading manufacturer of medical transportation and interior products as well as ballistic armor protection systems for fixed and rotary wing aircraft.  From large multi-aircraft projects to small custom projects, LifePort supplies the i ...

    Woodland, WA, US

    3 days ago

Jobs
>
Customer service representative
>
Jobs for Customer service representative in Castle Rock