Customer Service Representative- Greenwood Village, CO

Fidelity Investments•Greenwood Village, CO

8d•$47,500 - $50,000•Onsite

About The Position

Join Fidelity as a Customer Service Representative, also known as a Customer Relationship Advocate (CRA). This role provides personalized support, skill development, and training to support early career growth. As a licensed professional, you will provide outstanding customer service by answering inbound phone calls and supporting Fidelity clients with needs such as trade requests, money movement, and online support. The role follows a staged development program. In the first months, you will prepare for and obtain the FINRA SIE, Series 7, and Series 63 licenses, sponsored by Fidelity, with paid study time and access to licensing coaches and workshops. In subsequent months, you will handle more complex customer calls while spending time each week connecting with your team, meeting with your leader, and expanding your network. As you become proficient, you can explore career paths through job shadowing and Fidelity’s career center. The position is currently onsite every other week for all five days of that week. Fidelity is transitioning to a full-time onsite working model through a phased rollout, and onsite expectations may evolve. Fidelity will not provide immigration sponsorship for this position.

Requirements

Aptitude and dedication to complete the FINRA SIE, Series 7 Top Off, and Series 63 exams through Fidelity’s licensing program.
Enthusiasm for continuous learning, studying and applying new concepts, learning quickly, and retaining information to assist with decision-making.
Ability to establish rapport with customers through meaningful, resolution-oriented, and efficient conversations.
Ability to handle different situations, emotions, and conversations while working toward suitable resolutions.
Adaptability and personal accountability, with a desire for growth and long-term success.
Exceptional critical and analytical problem-solving skills and ability to interpret scenarios, leverage resources, and identify appropriate resolutions.
Comfort learning new technology or proprietary platforms and navigating multiple systems simultaneously.

Responsibilities

Answer inbound phone calls and provide outstanding customer service to Fidelity clients.
Assist clients with trade requests, money movement, online support, and other needs.
Prepare for and obtain the FINRA SIE, Series 7, and Series 63 licenses through Fidelity’s licensing program.
Handle increasingly complex customer calls as skills develop.
Connect with the team, meet with the leader, and expand professional networks.
Explore career paths through job shadowing and the career center as proficiency grows.
Use critical thinking and available resources to resolve customer situations appropriately.