Fidelity Investments logo
Fidelity InvestmentsPosted 1 month ago

Customer Service Representative- Covington, KY

HybridCovington, Kentucky, United States

Full TimeEnterprise

Job Summary

Answer inbound phone calls and support clients with trade requests, money movement, and online inquiries while preparing for FINRA Registered Representative licensure. Develop skills to handle complex situations, establish rapport, and resolve issues efficiently through a structured three-milestone program focused on licensing, skill development, and career growth. Work onsite for one week every four weeks as part of Fidelity's phased rollout, utilizing proprietary platforms and dedicated coaching resources to master financial services concepts.

Required Qualifications

  • Must be able to lift 50 lbs
  • Must be available for weekend shifts
  • Valid driver's license
  • Order to Cash
  • Procure to Pay
  • Supply Chain
  • Customers
  • Suppliers
  • Series 07 - FINRA
  • Series 63 - FINRA

Desired Qualifications

  • Bachelor's degree
  • Master's degree
  • High school diploma
  • Associate degree
  • Bachelor's in CS
  • Excellent verbal and written communication skills
  • Demonstrated leadership in cross-functional teams
  • Must be able to effectively lead and coach others
  • Strong attention to detail
  • Helping customers gives you energy
  • Get charged up by interacting with others
  • Must be able to lift 50 lbs
  • Must be available for weekend shifts
  • Valid driver's license
  • Order to Cash
  • Procure to Pay
  • Supply Chain
  • Customers
  • Suppliers
  • Series 07 - FINRA
  • Series 63 - FINRA

Hiring someone like this?

Get your role in front of qualified candidates on Sorce.

Get started

Apply to this job in one click with Sorce

Apply on Sorce