Customer Service Representative- Greenwood Village, CO

Customer Service Representative (CRA)

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, this role is required to be onsite every other week (all 5 days). Onsite expectations are likely to evolve as the rollout continues.

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:

• Licensing Preparation
• Skill Development
• Proficiency

The Expertise and Skills You Bring

• 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.

The Team

Our greatest asset is our people. We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community.

Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): 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, and Wellness Program. (Learn More)

The base salary range for this position is $47,500 - $50,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.