Customer Service Representative- Covington, KY

Fidelity; Covington (KY); On-site; USD 40,000 - 50,000; Full time

Job summary

Fidelity is seeking Customer Service Representatives, known as Customer Relationship Advocates, in Covington, Kentucky. This role offers personalized support and skill development as you assist clients with various needs, including trade requests and online support.

You will prepare for FINRA licensing while enhancing your customer service skills and exploring career paths within the company.

Qualifications

• Aptitude to complete the necessary FINRA exams through the licensing program.
• Passion for engaging with customers and resolving their issues.
• Ability to handle emotional conversations effectively.

Responsibilities

• Provide outstanding customer service while answering inbound calls.
• Prepare for and obtain necessary FINRA licenses.
• Develop skills to assist with a diverse range of client needs.

Skills

Critical problem-solving skills

Ability to build rapport

Adaptability

Comfort with technology

Enthusiasm for learning

Education

FINRA SIE, Series 7, and 63 certifications

Job description

Job Description

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.
• 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.

Qualifications & Skills

• Aptitude and dedication to complete the FINRA SIE ®, Series 7 Top Off and Series 63 exams through our industry-leading licensing program.
• Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making.
• A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient.
• Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions.
• A desire for growth and a mindset that generates long term success through adaptability and personal accountability.
• Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution.
• Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously.

Additional Requirements

Fidelity Investments does not offer work visas for this role.

Certifications

Series 07 - FINRA, Series 63 - FINRA

Company Category

Customer Service, Sales

EEO Statement

Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.