Embark on a rewarding career journey with Fidelity Investments! We are seeking a dedicated and enthusiastic Client Service Associate - Entry Level to join our team of Customer Relationship Advocates (CRAs) in Covington, LA, USA. This role offers a unique opportunity to supercharge your early career growth with personalized support, skill development, and training. As a Client Service Associate, you will be a licensed professional providing exceptional customer service, answering inbound phone calls, and supporting Fidelity's valued clients.
Fidelity 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, assist companies and non-profit organizations in delivering benefits to their employees, and provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. With a commitment to building a diverse workforce and creating a culture of belonging, we offer a range of opportunities for learning and growth.
As a Client Service Associate - Entry Level, you will be part of our team of Customer Relationship Advocates (CRAs), providing outstanding customer service and support to Fidelity's clients. Your primary responsibilities will include:
As a new CRA, you will embark on a journey of growth and development through three major milestones:
In the first few months, 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. This includes:
In the following months, 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.
As you gain confidence and proficiency in serving customers, you will explore new career paths through job shadowing and our career center.
To succeed in this role, you will need:
At Fidelity Investments, we are committed to building a diverse workforce and creating a culture of belonging. Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Some of our featured benefits include:
At Fidelity, you will find endless opportunities to build a meaningful career that positively impacts people's 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. We have been recognized by our employees as a top 10 Best Place to Work in 2024.
If you have the skills and passion we're looking for, please submit your application today. We invite you to Find Your Fidelity at Fidelity Careers. Don't miss this fantastic opportunity to grow your career!
Apply Now