Immediate Hiring: Financial Services Apprenticeship - No Experience Necessary

About Workwarp and Fidelity Investments

At Workwarp, we are committed to empowering individuals to achieve their professional and financial goals. Our mission is to provide a supportive and inclusive environment that fosters growth, learning, and success. We are proud to partner with Fidelity Investments, a leading financial services company that has been serving clients for over 75 years. Fidelity Investments is breaking the mold when it comes to financial services. At Fidelity, customers are at the center of everything they do. For over 75 years, Fidelity has been committed to strengthening the financial well-being of their clients, while helping people create generational wealth for themselves and their families. Fidelity serves clients ranging from individuals to nonprofit organizations and large corporate institutions, all with the goal of helping customers invest in their futures.

About the Role: Customer Relationship Advocate

We are seeking motivated and customer-focused individuals to join our team as Customer Relationship Advocates for Fidelity Investments. As a Customer Relationship Advocate, you will be responsible for taking incoming calls from Fidelity's customer base while addressing customer service issues. You will help clients with a broad variety of needs ranging from answering questions about their accounts, helping clients navigate the website/mobile app, up to placing trades for mutual funds and equities. No matter the conversation or customer interaction, the mission remains the same: help all Fidelity customers achieve their financial goals and dreams.

About the Paid Training Program

Our paid training program is designed to prepare you for a successful career as a Customer Relationship Advocate with Fidelity Investments. The program is 30 weeks long and is conducted online at night, allowing you to continue working during the day. The program is free, and you will not be required to pay any upfront costs. Our goal is to strengthen your professional and interpersonal skills so that you are prepared for an exciting career in finance with Fidelity. During the training program, you will learn: * Financial services fundamentals * Soft skills training to enhance your ability to listen critically, summarize concerns, and de-escalate and problem solve creatively * How to navigate the Fidelity website and mobile app * How to place trades for mutual funds and equities * How to handle customer service issues and resolve conflicts At the end of the training program, you will sit for the Securities Industry Essentials (SIE) exam, which is the first step in becoming a Customer Relationship Advocate. If you pass the exam, you will be guaranteed first-round interviews with Fidelity's Customer Support team via a dedicated recruiter and application process.

Qualifications

To be successful in this role, you will need to have: * Worked in a customer-facing role, such as hospitality, retail, or any other customer-facing industry * A strong desire to advance up the professional ladder with a world-class investment management firm * Creative problem-solving skills and a love for analytical challenges * Time for two 3-hour online class sessions per week for 7 months * The willingness to complete weekly assignments and a capstone project * Stable internet connection and reliable access to a computer

Benefits and Perks

As a participant in our paid training program, you will receive: * A competitive salary * Free training and education in financial services and customer service * The opportunity to work with a leading financial services company * The chance to advance up the professional ladder with a world-class investment management firm * A dynamic and supportive work environment * Opportunities for career growth and advancement

Work Environment and Company Culture

Our company culture is built on the principles of inclusivity, diversity, and respect. We are committed to creating a supportive and inclusive environment that fosters growth, learning, and success. Our team is passionate about empowering individuals to achieve their professional and financial goals, and we are excited to welcome you to our team.

Compensation, Perks, and Benefits

As a participant in our paid training program, you will receive a competitive salary and benefits package. Our benefits package includes: * A competitive salary * Comprehensive health insurance * 401(k) matching program * Paid time off and holidays * Opportunities for career growth and advancement

Career Growth Opportunities and Learning Benefits

As a participant in our paid training program, you will have access to a range of career growth opportunities and learning benefits, including: * Ongoing training and education in financial services and customer service * Opportunities for career advancement and promotion * Access to a range of professional development resources and tools * A dynamic and supportive work environment that fosters growth, learning, and success

Ready to Apply?

If you are a motivated individual ready to contribute to a thriving team, we encourage you to apply now! We are excited to review your application and welcome you to our team. Apply To This Job Apply for this job