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Fidelity Investments · Customer Service

Customer Service Representative

United States, Covington · Job Posted April 21, 2026

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Job Description

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.

Job Responsibility

Providing outstanding customer service while answering inbound phone calls
Assisting with a broad range of client needs, including trade requests, money movement, online support

Requirements

Aptitude and dedication to complete the FINRA SIE®, Series 7 Top Off and Series 63 exams
Enthusiasm for continuous learning and dedication to studying and applying new concepts
A passion for connection and desire to establish rapport with customers
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
Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously

What we offer

Personalized support, skill development and training
Fully sponsored FINRA SIE®, Series 7, and 63 licenses
Paid study time
Access to licensing coaches and workshops
Career center
Hybrid work model (onsite every other week)

Fidelity Investments - All Job Offers

Covington

Customer Service Representative

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