How it works …

Join a cohort of associates who are also beginning their career in Customer Service, you’ll be surrounded by a team of leaders, coaches, mentors, and peers who provide support at each stage.

• During the first six months, spend time onboarding, training, and preparing to become a Financial Customer Associate.  In this phase, you will take basic customer calls and progress to more complex calls as knowledge and experience is developed around money out and money in for our clients 401K plans.  A robust learning and study program are with you every step of the way.

• In the subsequent months, continue taking customer calls to develop and hone your skills. There will be time in the day (away from the phones) to join team activities, get well-being support, and career coaching. Imagine someone sits down with you to talk about your strengths, interests, and passions—helping you to begin charting your career path. Learn and develop, while using Fidelity resources, support, and mentoring. Option to acquire your FINRA Series 7 and 63 licenses depending on Career Path.

• Gain confidence and develop proficiency serving customers, then spend more time off the phones learning about roles that impact your current role while acquiring new skills, gaining new experiences, building your network, and delivering value in different ways.

Advantages of the program …

Onboarding & Experiential Learning: Training within an industry-leading program will fully prepare you to develop the skills needed to engage with customers, while we will provide enrichment activities that will help “invest in you”.

Rewards & Recognition: Your achievements will be celebrated as you progress through the program.

Career Coaching: A Career Coach will help you understand the array of career opportunities at Fidelity, identify a career path that fits your interests, passions, and strengths, and chart a course to help you grow.

This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role.

Skills You Bring

• Ability to establish rapport and relationships through effective communication

• Listening and compassion skills to support the challenges of our diverse customers

• Adaptability and flexibility to succeed in various work environments (i.e., working from home, overtime, etc.)

• Handle a variety of situations and conversations driving towards a resolution suitable for all

• Self-motivated teammate with strong interpersonal skills who brings energy and enthusiasm to the team

The Value You Deliver

• A passion for helping people

• Desire for continual learning and dedication to study and apply new concepts, learning quickly and retaining information to assist with decision-making

• Provide outstanding customer service and communication via phone, email, or chat