Fidelity Investments is seeking Customer Relationship Advocates to join their team, providing personalized support and skill development for early career growth. In this role, you will deliver outstanding customer service, handle inbound calls, and assist clients with various needs while preparing for industry licensing exams.
Responsibilities
- Provide outstanding customer service while answering inbound phone calls and supporting Fidelity’s valued clients
- Develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more!
- Prepare to become a FINRA Registered Representative by studying for and obtaining your SIE®, Series 7, and 63 licenses
- Handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network
- Explore new career paths through job shadowing and our career center
Skills
- 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
Benefits
- 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
- Wellness Program
Company Overview
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. It was founded in 1946, and is headquartered in Boston, Massachusetts, USA, with a workforce of 10001+ employees. Its website is https://www.fidelity.com.
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