Are you ready to launch a career at Fidelity?
Our Entry Level Customer Service role is a springboard to an amazing career in which you change the lives of customers! The Entry Level Customer Service role is similar to Customer Service Representative and Call Center Representative roles. With Fidelity benefits and support, it could change yours as well. You’ll have continuous career development and advancement opportunities available within the first year!
In this role your training and onboarding provides an opportunity to learn about Fidelity and build skills, experiences, and connections that will help advance your career. You’ll help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You will assist our clients with a broad range of needs including answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades for a variety of securities.
How it works …
You will join a cohort of associates that is supported by a group of leaders, coaches, mentors, and peers.
Advantages of the program …
YOU ARE SUPPORTED. We provide all the training needed, you do not need a finance background or a college degree to succeed in the program. Our industry-leading paid training program offers a uniquely developed onboarding and experiential learning experience that develops skills needed service customers and study support to acquire your licenses.
YOU ARE CELEBRATED. Your achievements will be recognized and celebrated as you progress through the program.
YOU ARE GROWING. The career coaching you will receive 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.
YOU CAN EXPLORE. Through variety of work, spend a percentage of time in your week on development activities and doing work that goes beyond answering customer calls.
In the Entry Level Customer Service role, you play a critical role educating our customers and ensuring they have an excellent experience. This full-time hourly position answering phone calls offers the opportunity to work extra hours based on the business needs and your availability.
The Skills You Bring
The Value You Deliver
Demonstrate empathy and passion for helping people, ensuring an excellent customer experience:
Our Investments in You
Our benefit programs (opens in a new tab) 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, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement)
Sound too good to be true? See for yourself and learn more about our benefits offerings:
Certifications: You will be given paid time and support to obtain Series 07 – FINRA, Series 63 – FINRA
Learn More: Dynamic Working (opens in a new tab)
Series 07 – FINRA, Series 63 – FINRA
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.
Join Us
At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2022. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.
At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working.”
We invite you to Find Your Fidelity at fidelitycareers.com.
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 3.
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