Customer Service Associate

Company: Fidelity Investments
Location: Frisco
Posted on: May 17, 2022

Job Description:

Job Description:Early Career Customer Service ProgramAre you ready to Launch into a career at Fidelity?Our new Career Development program, Launch, is a springboard to an amazing career in which you change the lives of customers! And, with the Fidelity benefits and support we provide, it could change yours as well.This 18-24-month program provides an opportunity to learn about Fidelity and build skills, experiences and connections that will help advance your career. In this Customer Service role, you help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their account balance, helping to make withdrawals, transfer funds, or find resources.How it works ---Join a group of associates who are also beginning their career in Customer Service, you'll be surrounded by a team of leaders, coaches, mentors, and peers who provide support at each stage.

• During the first four months, spend time onboarding, training, and preparing to become a FINRA Registered Representative (acquire your Series 7 and 63 license.) In this phase, take basic customer calls and progress to more complex calls as knowledge and experience is developed around money movement, mutual fund trading, transfer of assets, and more! A robust learning and study program (plus study buddies) are with you every step of the way.
• In the subsequent months, continue taking customer calls to develop and hone your skills. There will be time in the day (away from the phones) to join team activities, get well-being support, and career coaching. Imagine someone sits down with you to talk about your strengths, interests, and passions-helping you to begin charting your career path.
• Gain confidence and develop proficiency serving customers, then get more variety in your work week by spending more time off the phones pursuing a new role that interests you-acquiring new skills, gaining new experiences, building your network, and delivering value in different ways.Advantages of the program ---Onboarding & Experiential Learning: Paid training within an industry-leading program will fully prepare you to develop the skills needed to engage with customers, while acquiring your license. Rewards & Recognition: Your achievements will be celebrated as you progress through the program.Career Coaching: A Career Coach will help you understand the array of career opportunities at Fidelity, identify a career path that fits your interests, passions, and strengths, and chart a course to help you grow.Variety of Work: Spend a percentage of time in your week on development activities and doing work that goes beyond answering customer calls.As a Customer Service Representative, you play a critical role educating our customers and ensuring they have an excellent experience. This full-time hourly position answering phone calls offers the opportunity to work extra hours based on the business needs and your availability. We provide all the training and support needed, you do not need a finance background or a college degree to succeed in the program.Skills You Bring
  • Ability to establish rapport and relationships through effective communication
  • Listening and compassion skills to support the challenges of our diverse customers
  • Adaptability and flexibility to succeed in various work environments (i.e. working from home, overtime, etc.)
  • Handle a variety of situations and conversations driving towards a resolution suitable for all
  • Self-motivated teammate with strong interpersonal skills who brings energy and enthusiasm to the team
  • Aptitude to complete our industry-leading development program that will fully prepare you to engage with customers while acquiring your Series 7 and 63 licenses
  • Desire for continual learning and dedication to study and apply new concepts, learning quickly and retaining information to assist with decision-makingThe Value You Deliver
    • Service a variety of customer needs, including balance inquiries, money movement, trading, and more
    • Ensure an excellent customer experience by answering questions, providing supporting resources, and building confidence
    • Provide information and communicate clearly and concisely to ensure understanding
    • Demonstrate empathy and passion for helping people, ensuring an excellent customer experienceCertifications:Series 07 - FINRA, Series 63 - FINRA
      Company OverviewFidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.
      Join UsAt Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a , we have been recognized by our employees as a Best Place to Work in 2022. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.As a result of COVID-19, many of our associates are continuing to work remotely. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "." -We invite you to Find Your Fidelity at .
      Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to -, or by calling 800-835-5099, prompt 2, option 3. We welcome those with experience in jobs such as Assistant Store Manager, Sales Supervisor, and Merchandise Coordinator and others in the Retail to apply.

Keywords: Fidelity Investments, Dallas , Customer Service Associate, Hospitality & Tourism , Frisco, Texas