Customer Relationship Advocate Senior
7 days ago
Fidelity TalentSource LLC is seeking a skilled Customer Relationship Advocate to provide exceptional support to valued clients. As a key member of our team, you will be responsible for handling inbound phone calls, developing skills to assist with various client needs, and learning about the financial services industry.
Key Responsibilities:- Provide personalized service through phone calls and support
- Develop skills to assist clients with a range of needs, including trade requests, money movement, online support, and more
- Learn about the financial services industry and apply new concepts to drive growth and development
- Handle more complex customer calls over time and develop expertise in resolving client issues
- Dedicate time to connect with your team, meet with your leader, and expand your network to drive success
Fidelity TalentSource LLC is committed to building a diverse workforce and creating a culture of belonging that promotes inclusive experiences for associates, customers, and the community.
Benefits:- Comprehensive health care coverage, including medical, dental, and vision benefits
- Emotional well-being support to help manage stress and maintain a healthy work-life balance
- Market-leading retirement plans, including a 401(k) match program
- Generous paid time off and parental leave policies to support your personal and family needs
- A charitable giving employee match program to support your favorite causes
- Student loan repayment, tuition reimbursement, and learning resources to help you achieve your career goals
- Series 07 - FINRA certification to demonstrate your knowledge of the financial services industry
- Series 63 - FINRA certification to demonstrate your expertise in securities transactions
$52,000 - $72,000 per year, based on experience and qualifications
Work Environment:Fidelity TalentSource LLC offers a hybrid working model that blends onsite and offsite work experiences. Most roles require associates to work onsite every other week in a Fidelity office, with flexible scheduling to accommodate individual needs.
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