How it works …

• Join a cohort of associates who are also beginning their career in Customer Service and during the first six months, spend time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated call related to our clients 401K plans.
• 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.   There also is an option to acquire your FINRA Series 7 and 63 licenses depending on Career Path.

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., balancing working from office and home,  overtime, etc.)
• Handle a variety of situations and conversations driving towards a resolution suitable for all
• Self-motivated teammate with strong social skills who bring energy and passion to the team