Customer Service Representative- Merrimack, NH

Fidelity Investments • Merrimack, NH

169d • Hybrid

About The Position

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! 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: Licensing Preparation, Skill Development, and Proficiency.

Requirements

• Aptitude and dedication to complete the FINRA SIE, Series 7 Top Off, and Series 63 exams.
• Enthusiasm for continuous learning and dedication to studying and applying new concepts.
• Ability to handle different types of situations and emotions while driving towards suitable resolutions.
• Exceptional critical and analytical problem-solving skills.
• Comfortable learning new technology or proprietary platforms.

Nice To Haves

• A passion for connection and desire to establish rapport with customers.
• A desire for growth and a mindset that generates long-term success through adaptability and personal accountability.

Responsibilities

• Prepare to become a FINRA Registered Representative by studying for and obtaining your SIE, Series 7, and 63 licenses.
• Handle complex customer calls while dedicating time each week to connect with your team and meet with your leader.
• Explore new career paths through job shadowing and the career center as you gain confidence and proficiency.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities