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Service Associate

Fidelity Investments

This is a Full-time position in Not Specified, TX posted March 25, 2021.

Job Description:n n”Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect.” Abby Johnson | Chairman & CEO Fidelity Investmentsn nCustomer Relationship Advocaten nDo you enjoy helping others?

Are you the “go to person” at work or in your community?

Would your friends and peers describe you as friendly and curious?n nWe really should talk…n nFidelity wants great people with a passion for assisting others as candidates for a Customer Relationship Advocate (CRA) position.

We have positions for those with and without college degrees…and if you don’t yet have a degree but want one
– we support that too.

To assist you with your higher education goals, Fidelity offers tuition reimbursement programs that can help you further your education.n nNo finance background…No problemn nYes, we are in financial services, but not in the old-fashioned way you might be thinking.

If you come to us knowing the industry
– great, but if you need support learning
– that works too.

We will provide you what you need through a paid world class training program to set you up for success.

If you can bring us your commitment for helping others
– we’ll teach you the financial expertise and assist you with becoming a licensed broker.

At Fidelity, the customer experience is our top priority, and we’re looking for individuals that:n n* Have relationship building skills and are devoted to providing excellent customer servicen* Have experience in people facing industries including service, retail, healthcare, or hospitalityn nThis is a full-time hourly position that also offers the opportunity to work extra hours based on the business needs and your availability.n nThe Purpose of Your Rolen nThe CRA role is an integral part of a broader team that takes incoming calls from our customer base while addressing customer service issues.

We are looking for candidates who wish to gain financial expertise while growing professionally.

Our successful CRAs assist clients with a broad range of needs including answering questions about their account balances to guiding them to the appropriate resources.

The goal remains consistent for all interactions: help customers feel more confident, make clearer decisions, and achieve their own financial dreams.n nOur Investments in Youn nWe believe that a broad approach to life is important.

Our benefit programs are designed to help you and your loved ones strike the perfect balance.

Sound too good to be true?

See for yourself and learn more about our benefits offerings:n n* Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investmentsn* Click here for a local news story about how we are helping our employee’s payback their student loan debtn nTraining for Your Rolen nWe offer a paid, industry-leading development program that will fully prepare you to engage with customers while obtaining your Series 7 and 63 licenses.n n* Click to learn more about Training Opportunities at Fidelity and how we support our associates to obtain their securities licensesn nThe Value You Delivern nAt Fidelity, we champion collaboration by working in small teams (12-15).

Our success as a firm is due to the personal responsibility and pride our associates take in getting things just right, and the compassion that drives us to focus and commit to our customers and to each other.

We ask for and act on our associates’ input on everything from creating better client experiences to crafting our workspaces.n nBlaze Your Own Trailn nThe CRA role is just the starting point!

Fidelity encourages associates to explore and expand their skills to achieve success and fulfilling careers.

Many of our Sr.

Leaders started in the CRA role as Fidelity offers multiple opportunities for advancement and upward mobility.n nFor more information about the different career paths that the CRA role could lead to, watch the following videos:n n* Career Paths at Fidelity Investmentsn* Careers at Fidelity Regional Centersn* Careers at Fidelity Investor Centersn nWe believe in being #DifferentTogether.

Fidelity’s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive, inclusive workplace for all employees.n nWe continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.n nFidelity Investments is an equal opportunity employer.n nCertifications:n nSeries 07
– FINRA, Series 63
– FINRAn nCompany Overviewn nAt Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want.

We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates.

We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.

Find your Fidelity at nFidelity Investments is an equal opportunity employer.n nFidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.

Please email us at or , prompt 2, option 2 if you would like to request an accommodation.

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