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<h3>Job Description:</h3>The Role Join our team of Customer 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! <a href="http://www.finra.org/registration-exams-ce/qualification-exams" target="_blank">(Learn More) </a> 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<ul><li>Aptitude and dedication to complete the FINRA SIE ®, Series 7 Top Off and Series 63 exams through our industry-leading licensing program.</li><li>Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making.</li><li>A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. </li><li>Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions.</li><li> A desire for growth and a mindset that generates long term success through adaptability and personal accountability.</li><li>Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution.</li><li>Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position The TeamOur 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. <a href="http://jobs.fidelity.com/media/30wgvbqc/tpbs-cra-02-25-den-mmk-nc-slc-smt-wlk-2025.pdf" target="_blank">(Learn More)</a> <h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service, SalesMost 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.

Fidelity Investments

Customer Relationship Advocate Career Development Experience- Salt Lake City, UT

<h3>Job Description:</h3>The Role Join our team of Customer 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! <a href="http://www.finra.org/registration-exams-ce/qualification-exams" target="_blank">(Learn More) </a> 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<ul><li>Aptitude and dedication to complete the FINRA SIE ®, Series 7 Top Off and Series 63 exams through our industry-leading licensing program.</li><li>Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making.</li><li>A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. </li><li>Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions.</li><li> A desire for growth and a mindset that generates long term success through adaptability and personal accountability.</li><li>Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution.</li><li>Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position The TeamOur 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. <a href="http://jobs.fidelity.com/media/4rkp1qv0/tpbs-cra-0225-cov-jax-2025.pdf" target="_blank">(Learn More)</a> <h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service, SalesMost 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.

Customer Relationship Advocate Career Development Experience- Covington, KY

Customer Relationship Advocate Career Development Experience- Merrimack, NH

<h3>Job Description:</h3>The Role Join our team of Customer 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! <a href="http://www.finra.org/registration-exams-ce/qualification-exams" target="_blank">(Learn More) </a> 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<ul><li>Aptitude and dedication to complete the FINRA SIE ®, Series 7 Top Off and Series 63 exams through our industry-leading licensing program.</li><li>Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making.</li><li>A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. </li><li>Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions.</li><li> A desire for growth and a mindset that generates long term success through adaptability and personal accountability.</li><li>Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution.</li><li>Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position The TeamOur 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. <a href="http://jobs.fidelity.com/media/4rkp1qv0/tpbs-cra-0225-cov-jax-2025.pdf" target="_blank">(Learn More)</a><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service, SalesMost 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.

Customer Relationship Advocate Career Development Experience- Jacksonville, FL

<h3>Job Description:</h3>The Role Join our team of Customer 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! <a href="http://www.finra.org/registration-exams-ce/qualification-exams" target="_blank">(Learn More) </a> 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<ul><li>Aptitude and dedication to complete the FINRA SIE ®, Series 7 Top Off and Series 63 exams through our industry-leading licensing program.</li><li>Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making.</li><li>A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. </li><li>Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions.</li><li> A desire for growth and a mindset that generates long term success through adaptability and personal accountability.</li><li>Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution.</li><li>Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position The TeamOur 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. <a href="http://jobs.fidelity.com/media/30wgvbqc/tpbs-cra-02-25-den-mmk-nc-slc-smt-wlk-2025.pdf" target="_blank">(Learn More)</a> 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 <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> 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.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service, Sales

Customer Relationship Advocate Career Development Experience- Greenwood Village, CO

<h3>Job Description:</h3>The Role Join our team of Customer Service Representatives, also known as Customer 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! <a href="http://www.finra.org/registration-exams-ce/qualification-exams" target="_blank">(Learn More) </a> 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<ul><li>Aptitude and dedication to complete the FINRA SIE ®, Series 7 Top Off and Series 63 exams through our industry-leading licensing program.</li><li>Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making.</li><li>A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. </li><li>Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions.</li><li> A desire for growth and a mindset that generates long term success through adaptability and personal accountability.</li><li>Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution.</li><li>Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously.</li></ul>The TeamOur 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, Wellness Program, and Fitness Reimbursement. <a href="http://cdn-static.findly.com/wp-content/uploads/sites/1439/2024/03/27182711/TPBS-CRA-0324-COV-JAX.pdf" target="_blank">(Learn More)</a> Fidelity Investments does not offer work visas for this role<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service, SalesMost 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.

Customer Service Representative- Covington, KY

<h3>Job Description:</h3><h3>Financial Representative</h3>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.<h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.<h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer ServiceMost 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.

Financial Representative - Naples, FL

<h3>Job Description:</h3>The Role Join our team of Entry Level Customer Service Representatives, also known asCustomer 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! <a href="http://www.finra.org/registration-exams-ce/qualification-exams" target="_blank">(Learn More) </a> 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<ul><li>Aptitude and dedication to complete the FINRA SIE ®, Series 7 Top Off and Series 63 exams through our industry-leading licensing program.</li><li>Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making.</li><li>A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. </li><li>Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions.</li><li> A desire for growth and a mindset that generates long term success through adaptability and personal accountability.</li><li>Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution.</li><li>Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position The TeamOur 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. <a href="http://jobs.fidelity.com/media/30wgvbqc/tpbs-cra-02-25-den-mmk-nc-slc-smt-wlk-2025.pdf" target="_blank">(Learn More)</a><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service, SalesMost 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.

Entry Level Customer Service Representative- Smithfield, RI

<h3>Job Description:</h3>Do you genuinely enjoy making a difference in the lives of others? If you answered “yes” and are a customer service-minded champion, we are hiring Customer Support Representatives, also known as Financial Customer Associates (FCA) in our Smithfield site.In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will 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 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and​ connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role. ​What to expect…As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.<ul><li>Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans.</li><li>In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching.</li><li>Rewards &amp; Recognition: Your achievements will be celebrated as you progress through the program.</li><li>This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role.</li></ul>The Skills You Bring<ul><li>Ability to establish rapport and relationships through effective communication</li><li>Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers.</li><li>Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.)</li><li>Proficiency in navigating and troubleshooting basic technology issues or systems.</li><li>Handle a variety of situations and conversations driving towards a resolution suitable for all</li><li>Self-motivated teammate with strong social skills who brings energy and passion to the team</li><li>Minimum 1 year of customer service experience</li><li>High School diploma or GED required</li></ul>The Value You Deliver<ul><li>A passion for helping people</li><li>Desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making</li><li>Provide outstanding customer service and communication via voice or digital channels</li></ul>Note: Fidelity is not providing immigration sponsorship for this position Our Investments in YouOur benefit programs are crafted to help you and your loved ones strike the perfect balance. <a href="https://jobs.fidelity.com/media/ikpdyse5/fid-2025-tpbs-fca-region1.pdf" target="_blank">Click here to learn about a few featured benefits (not all benefits are listed)</a>Shifts and Hours: Monday – Friday. Training hours are 8:30am – 5:00pm EST and post training must be able to work an 8hr shift between the hours of 10am – Midnight EST<h3>Certifications:</h3><h3>Category:</h3>Customer ServiceMost 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.

Customer Support Representative - Smithfield

<h3>Job Description:</h3>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sitesAustin Downtown, Austin DomainAs a High Net Worth Representative, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.The Team While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.The Expertise You Have<ul><li>Series 7 required</li><li>Series 63 or ability to obtain within 90 days</li><li>2-3 years of previous financial services experience</li></ul>The Skills You Bring<ul><li>Broad based knowledge and understanding of general financial planning concepts</li><li>Proven customer service, client support and problem resolution skills</li><li>Strong verbal and written communication skills</li><li>Ability to effectively influence others</li><li>Robust time management and organizational skills</li></ul>The Value You Deliver<ul><li>Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests</li><li>Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client</li><li>Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client</li><li>Collaborate with internal business partners to research and resolve complex client requests</li><li>Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request</li></ul><h3>Certifications:</h3>Series 07 - FINRA<h3>Category:</h3>Customer ServiceMost 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.

104 Customer Service / Client Services Jobs