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    Not the right career for you?
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    Introduction from Fidelity Investments

    Customer Service

    Reviews

    Over 22150
    5 Star Reviews
    "The program offers individualized coaching and support to help me as a job seeker to identify my strengths, interests, and career goals. This tailored approach not only helps me to find suitable employment opportunities but also empowers me to grow and advance in my chosen field."-- Student from My institution is not listed
    "I'm grateful to have such a nice working experience in the program. As a freshman, I have no idea about this major but thanks to Forage and Fidelity giving me opportunities to learn and practice. Not only I can start working in the major but also I can probably improve my English skills as my second language. Thank you very much!"-- Student from My institution is not listed
    "What I liked about this program is that it’s self-paced and helped me refresh on my phone communications, as well as my active listening skills."-- Student from DeVry University & Keller Graduate School of Management
    "This program gave a step to step guide which was very useful as I was not so sure of what steps to take and how to respond in different situations."-- Student from Aston University
    "I loved how easy this program is to navigate. I was never confused about instruction or how to complete a task. Everything was explained in a way that was easy to understand. This was a great virtual experience!"-- Student from Texas Christian University
    Customer Service

    Tasks in this program

    Task One: Password Reset
    20-30 mins
    Introductory
    Helping Fidelity customers achieve financial dreams
    What you'll learn
    • How to actively listen and uncover additional needs by asking questions
    • How to personalize each conversation by showing empathy and acknowledging life events
       
    What you'll do
    • Watch “Going Inside the Call” to catch our associates in action
    • Answer multiple-choice questions based on a call script with a customer

    Why complete this job simulation

    A risk-free way to experience work on the job with us at Fidelity Investments. Practice your skills with example tasks and build your confidence to ace your applications.
    Self-paced30-60 minsNo gradesNo assessmentsIntermediate

    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. 
     

    Skills you will learn and practice:
    Active Listening
    Communication
    Customer Service
    Research

    How it works

    Complete tasks guided by pre-recorded videos and example answers from our team at Fidelity Investments. No live sessions, all self-paced.
    Earn a certificate and add it to your resume and LinkedIn as an extra curricular activity.
    Stand out in applications. Confidently answer interview questions and explain why you’re a good fit for our team.
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    Get Career Ready

    Complete work that simulates life on the job. 30-60 mins and self-paced.
    Stand out in your application to Fidelity Investments. Show us you're a motivated candidate.

    Get Career Ready

    Complete work that simulates life on the job. 30-60 mins and self-paced.
    Stand out in your application to Fidelity Investments. Show us you're a motivated candidate.
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    Customer Service

    Manage customer relations at Fidelity Investments

    Client Services Free 22150+ 5 Star Reviews