Customer Relationship Advocate

3 weeks ago


Smithfield, Rhode Island, United States Fidelity TalentSource LLC Full time
Unlock Your Potential as a Customer Relationship Advocate

Are you passionate about delivering exceptional customer experiences and building strong relationships? Do you have a strong interest in financial services and a desire to learn and grow? If so, we invite you to explore this exciting opportunity as a Customer Relationship Advocate at Fidelity Investments.

About the Role

As a Customer Relationship Advocate, you will play a critical role in supporting our customers by taking inbound calls, answering questions, and providing resources to deepen client understanding and build confidence. You will also have the opportunity to develop your skills and knowledge in financial services, including preparing for and obtaining industry-recognized certifications such as the SIE, Series 7, and Series 63 licenses.

What to Expect
  • First four months: Prepare to become a FINRA Registered Representative by studying for and obtaining your SIE, Series 7, and 63 licenses, fully paid for and sponsored by Fidelity.
  • Subsequent months: Begin taking customer calls with increasing complexity over time to develop and hone your skills.
  • As you gain confidence and develop proficiency serving customers, get more variety in your work week by spending time building advanced skills aligned with the next role that interests you.
Why Join Fidelity?

We offer a range of benefits and opportunities to support your growth and development, including:

  • A comprehensive training program to help you develop the skills and knowledge you need to succeed in this role.
  • A supportive and inclusive culture that empowers associates to achieve success.
  • A range of benefits, including health insurance, dental insurance, vision insurance, disability insurance, paid time off, commuter benefit program, backup dependent care, charitable match, concierge services, wellness program, and fitness reimbursement.
Requirements

To be successful in this role, you will need:

  • A strong interest in financial services.
  • Exceptional problem-solving skills and a demonstrated history of overcoming academic or professional challenges.
  • The ability to work in a hybrid work setting, both at home and in office.
  • Comfortable with technology and able to navigate multiple systems simultaneously.
  • The ability to handle different types of situations, emotions, and conversations driving towards a resolution suitable for all.
What We Offer

We offer a competitive salary and benefits package, as well as opportunities for career growth and development. If you are passionate about delivering exceptional customer experiences and building strong relationships, we invite you to explore this exciting opportunity as a Customer Relationship Advocate at Fidelity Investments.



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