Customer Service Representative- Smithfield, RI
Company: Fidelity Investments
Location: Cranston
Posted on: November 2, 2025
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Job Description:
Job Description: The Role Join our team of Customer Service
Representatives, also knowCustomer 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. You will develop skills
to assist with a broad range of client needs, including trade
requests, money movement, online support and so much more! What to
expect… As a new CRA, you’ll learn about the financial services
industry, apply new concepts, develop, and practice new skills, and
push yourself to accomplish new goals through three major
milestones: 1. Licensing Preparation In the first months, you’ll
prepare to become a FINRA (Registered Representative by studying
for and obtaining your SIE®, Series 7, and 63 licenses, all fully
sponsored by Fidelity. This includes paid study time and access to
valuable resources like licensing coaches and workshops. While
these exams can be challenging, rest assured that we’re here to
support you every step of the way! (Learn More) 2. Skill
Development In the following months, you’ll handle more complex
customer calls while dedicating time each week to connect with your
team, meet with your leader, and expand your network. 3.
Proficiency As you gain confidence and proficiency in serving
customers, you’ll explore new career paths through job shadowing
and our career center. The Expertise and Skills You Bring Aptitude
and dedication to complete the FINRA SIE ®, Series 7 Top Off and
Series 63 exams through our industry-leading licensing program.
Enthusiasm for continuous learning and dedication to studying and
applying new concepts, learning quickly, and retaining information
to assist with decision-making. A passion for connection and desire
to establish rapport with customers by facilitating meaningful
conversations that are resolution-oriented and efficient. 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 and a demonstrated ability to interpret a
scenario, leverage resources and find an appropriate resolution.
Comfortable learning new technology or proprietary platforms and
confident navigating multiple systems simultaneously. Note:
Fidelity is not providing immigration sponsorship for this position
The Team Our Greatest Asset is Our People We are committed to
building a diverse workforce, enduring a culture of belonging, and
creating more inclusive experiences for our associates, customers,
and our community. Our benefit programs are crafted to help you and
your loved ones strike the perfect balance. Here are a few featured
benefits (not all benefits are listed): Maternal and Parental
Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7%
match, Health Insurance, Dental Insurance, Vision Insurance,
Disability Insurance, Paid Time off, Commuter Benefit Program,
Backup Dependent Care, Charitable match, Concierge Services, and
Wellness Program. (Learn More) Certifications: Series 07 - FINRA,
Series 63 - FINRA Category: Customer Service, Sales Most roles at
Fidelity are Hybrid, requiring associates to work onsite every
other week (all business days, M-F) in a Fidelity office. This does
not apply to Remote or fully Onsite roles. Please be advised that
Fidelity’s business is governed by the provisions of the Securities
Exchange Act of 1934, the Investment Advisers Act of 1940, the
Investment Company Act of 1940, ERISA, numerous state laws
governing securities, investment and retirement-related financial
activities and the rules and regulations of numerous
self-regulatory organizations, including FINRA, among others. Those
laws and regulations may restrict Fidelity from hiring and/or
associating with individuals with certain Criminal Histories.
Keywords: Fidelity Investments, Cranston , Customer Service Representative- Smithfield, RI, Customer Service & Call Center , Cranston, Rhode Island
