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    • Customer Service Representative- Merrimack, NH - Fidelity Investments

    Fidelity Investments
    Fidelity Investments Merrimack

    1 month ago

    Fidelity Investments background
    Description

    Job Description

    The Role

    We are seeking highly motivated Customer Service Representatives, also known as Customer Relationship Advocates (CRA), to join our team at Fidelity. This role offers a unique opportunity for early career growth with personalized support, skill development, and training.

    In this position, you will be a licensed professional providing exceptional 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 more.

    What to Expect

    1. Licensing Preparation
      • You will prepare to become a FINRA-registered representative by studying for and obtaining your SIE, Series 7, and 63 licenses, all fully sponsored by Fidelity.
    2. Skill Development
      • You will 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 will explore new career paths through job shadowing and our career center.

    The Expertise and Skills We Seek

    • Aptitude and dedication to complete the FINRA SIE, Series 7, 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.

    The Team

    Our Greatest Asset is Our People

    We are committed to building a diverse workforce, fostering a culture of belonging, and creating inclusive experiences for our associates, customers, and community.

    Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Featured benefits include 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, Wellness Program, and Fitness Reimbursement.

    Certifications

    • Series 07 - FINRA, Series 63 - FINRA

    Category

    • Customer Service, Sales

    Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

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