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Certifications: Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 66 - FINRA Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients.
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Join our team of Customer Relationship Advocates (CRA) for a variety-filled experience where you ll have dedicated time to focus on growth, career development and renewal while you support our customers by taking inbound calls.
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Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 63 Required to obtain within the first 3.5 months. Experience in customer service, call center, or financial services preferred.
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Demonstrate empathy and passion for helping people and ensure an excellent customer experience through a phone interaction. 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.
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We welcome those with experience in jobs such as Payroll Specialist, Home Buyer s Consultant, and Bilingual Customer Service and others in the Accounting and Finance to apply. 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.
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The Customer Service role is similar to Entry Level Customer Service, Contact Center Representative, Customer Service Representative and Customer Support Representative roles.
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The Security Representative is a Brand Ambassador for Global Security Operations who provides exceptional customer service during the course of their assigned duties as part of a larger team of security professionals.
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This might be the right opportunity for you This first-of-its-kind experience supercharges your early career and growth at Fidelity with personalized support, knowledgeable career guides and celebration of your achievements, while learning about Fidelity and building skills and experiences.
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At Fidelity, you can take advantage of flexible benefits that support you through every stage of your life, empowering you to thrive professionally and personally. · Listening and empathy skills to support the challenges of our diverse customers.
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Customer Service RepresentativeJob Description: Customer Relationship Advocate Career Development Experience Join our team of Customer Relationship Advocates (CRA) for a variety-filled experience where you’ll have dedicated time to focus on growth, career development and renewal while you support our customers by taking inbound calls.
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In this phase, you will start with basic customer calls and progress to more sophisticated calls and/or digital channels (e.g. email, live chat, etc.) If so, please consider joining our customer service team in Westlake, TX. This role requires a consistent balance of remote and on-site participation in our Westlake office.
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Customer Relationship Advocate Career Development Experience- Covington, KYJob Description: Customer Relationship Advocate Career Development Experience Join our team of Customer Relationship Advocates (CRA) for a variety-filled experience where you’ll have dedicated time to focus on growth, career development and renewal while you support our customers by taking inbound calls.
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This role, which will support the Strategy, Planning & Advice Domain, will forge partnerships within and across chapters and product areas to deliver customer-centric solutions. The Customer Solutions Chapter Leader position is a role that combines business and product strategy skills, knowledge of customers and financial products, and technology expertise, along with a passion for coaching and developing associates.
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Experience in developing and implementing content management solutions including taxonomy development, user support, and content delivery service integration preferred. Ability to set and prioritize an overall product strategy (identify the product capability needs, build and maintain a coordinated product roadmap, direct execution of roadmap with business partners) Solid ability to take a data-focused approach to understanding customer needs, translate strategic goals into action, and prioritize to improve value delivered Familiar with the Agile methodology concept and experience with Agile backlog management tools.
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