Manage client relations at Fidelity Investments
Welcome to the Fidelity Investments Client Services Job Simulation! We are so excited to have you here!
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and nonprofit organizations in delivering benefits to their employees, and we provide institutions and independent advisors with investment and technology solutions to help invest their clients’ money.
During this program, you will get the opportunity to step into the shoes of a Fidelity Investments team member and complete a task that replicates the work our Client Services team does every day. You’ll learn how to correspond with and provide a balanced solution for a customer by implementing Fidelity Investments Customer Relationship Advocate core skills that ensure high-quality customer experiences.
We hope this program provides a great resource for you to upskill and strengthen your resume as you explore career options and a potential career at Fidelity Investments!
This program is self-paced. It takes approximately 1-2 hours to complete.
Skills Learned:
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Fidelity Client Services Phone Inquiries
Helping Fidelity customers achieve financial dreams- Active Listening
- Communication
- Customer Service
- Problem Solving
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Complex Customer Inquiries
Navigating effectively on the fly- Research
- Communication
- Customer Service
- Active Listening
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Finish Line