Customer Service Representative- Covington, KY

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!

Responsibilities

Answer inbound phone calls; Provide outstanding customer service to Fidelity's clients; Assist with client needs including trade requests, money movement, and online support; Handle more complex customer calls as skills develop; Complete FINRA SIE, Series 7, and 63 licensing exams; Explore new career paths through job shadowing and the career center

Requirements

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; Series 07 - FINRA; Series 63 - FINRA

Benefits

Fully sponsored FINRA SIE, Series 7, and 63 licenses; Paid study time; Access to licensing coaches and workshops; Maternal and Parental Leave; Student Loan Assistance; 401(K) up to 7% match; Health Insurance; Dental Insurance; Vision Insurance; Disability Insurance; Paid Time Off; Charitable match; Concierge Services; Wellness Program