Manage customer relations at Fidelity Investments
Welcome to the Fidelity Investments Customer Service Job Simulation! We are so excited to have you here!
Fidelity Investments is a financial services company with a mission to strengthen the financial well-being of our clients through exceptional service and innovative solutions. From investing to financial planning, we help our customers achieve their unique financial goals and needs. When it comes to supporting our customers, it’s all about building relationships. Our associates connect with customers by listening and acting with empathy in order to understand their long-term goals. In short, We Help People.
During this program you will have the opportunity to experience how our associates deliver on Fidelity’s mission, and complete tasks that replicate what our associates do every day. You’ll learn how to:
Actively Listen and Build Relationships with Clients
Provide Excellent Customer Service in Various Scenarios
Utilize Digital Resources to Help Provide Solutions for our Clients
We hope that this program will help you to strengthen and align your talents as you continue to explore a potential career with Fidelity Investments.
This program is self-paced. It takes approximately 30-60 mins to complete.
Skills Learned:
- Password Reset
Helping Fidelity customers achieve financial dreams- Active Listening
- Communication
- Customer Service
- Assist Client with a Withdrawal
Navigate digital resources to help locate accurate information for your client- Research
- Communication
- Customer Service
- Finish Line
