Early Career Customer Service Associate

at Fidelity Investments
Location San Fidel
Date Posted August 5, 2022
Category Call Centre / CustomerService
Job Type Full Time


Early Career Customer Service Associate

Are you ready to Launch into a career at Fidelity?

Our new Career Development experience, Launch, is a springboard to an amazing career in which you change the lives of customers! Along with the Fidelity benefits and support we provide; it could change yours as well.

This 18-24-month program provides an opportunity to learn about Fidelity and build skills, experiences and connections that will help advance your career. In this Customer Service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their account balance and helping to make withdrawals, transfer funds, or find resources.

How it works

Join a cohort of associates who are also beginning their career in Customer Service, you'll be surrounded by a team of leaders, coaches, mentors, and peers who provide support at each stage.

  • During the first six months, spend time onboarding, training, and preparing to become a Financial Customer Associate . In this phase, you will take basic customer calls and progress to more complex calls as knowledge and experience is developed around money out and money in for our clients 401K plans. A robust learning and study program are with you every step of the way.

  • 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. Imagine someone sits down with you to talk about your strengths, interests, and passions-helping you to begin charting your career path. Learn and develop, while using Fidelity resources, support, and mentoring. Option to acquire your FINRA Series 7 and 63 licenses depending on Career Path.

  • Gain confidence and develop proficiency serving customers, then spend more time off the phones learning about roles that impact your current role while acquiring new skills, gaining new experiences, building your network, and delivering value in different ways.

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 (ie, working from home, overtime, etc.)

  • Handle a variety of situations and conversations driving towards a resolution suitable for all

  • Self-motivated teammate with strong interpersonal skills who brings energy and enthusiasm to the team

The Value You Deliver

  • A passion for helping people

  • Desire for continual learning and dedication to study and apply new concepts, learning quickly and retaining information to assist with decision-making

  • Provide outstanding customer service and communication via phone, email, or chat

Click to learn more about Training Opportunities at Fidelity (opens in a new tab) and how we support our associates

Company Overview

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.

Many of our associates are continuing to work remotely temporarily due to COVID-19. When Fidelity employees eventually return to the office, 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 .

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 Leave of Absence/Accommodation Team by sending an email to or by calling , prompt 2, option 3.

We welcome those with experience in jobs such as Retail Salesperson, Key Holder, and Merchandiser and others in the Retail to apply.

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