Customer Relationship Advocate Career Development Experience
4 days ago
The Customer Relationship Advocate role at Fidelity Investments offers a unique opportunity for career growth and development. As a licensed professional, you will provide outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients.
Key Responsibilities- Develop skills to assist with a broad range of client needs, including trade requests, money movement, and online support.
- Prepare to become a FINRA Registered Representative by studying for and obtaining SIE, Series 7, and 63 licenses, fully sponsored by Fidelity.
- Handle complex customer calls while dedicating time to connect with your team, meet with your leader, and expand your network.
- Explore new career paths through job shadowing and our career center.
- Aptitude and dedication to complete the FINRA SIE, Series 7, and Series 63 exams through our industry-leading licensing program.
- Enthusiasm for continuous learning and dedication to studying and applying new concepts.
- Ability to handle different types of situations, emotions, and conversations driving towards suitable resolutions.
- Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources, and find an appropriate resolution.
Fidelity Investments offers a range of benefits to support your career growth and well-being, including:
- 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
- Fitness Reimbursement
Fidelity Investments is an equal opportunity employer and is committed to building a diverse workforce. We believe that the most effective way to attract, develop, and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
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Cincinnati, Ohio, United States Fidelity Investments Full timeJob OverviewAbout the RoleFidelity Investments is seeking a highly motivated and dedicated Customer Relationship Advocate to join our team. As a key member of our organization, you will play a vital role in providing exceptional customer service and support to our valued clients.Key ResponsibilitiesAs a Customer Relationship Advocate, you will be responsible...
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Cincinnati, Ohio, United States Fidelity Investments Full timeJob Description:The RoleWe are seeking a Customer Relationship Advocate to join our team at Fidelity Investments. As a Customer Relationship Advocate, you will provide outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients.You will develop skills to assist with a broad range of client needs, including trade...
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Cincinnati, Ohio, United States Fidelity Investments Full timeRole OverviewThe Customer Relationship Advocate Career Development Experience at Fidelity Investments is a unique opportunity for early career growth. As a licensed professional, you will provide outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of...
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Cincinnati, Ohio, United States Fidelity Investments Full timeJob Description:The RoleAs a Customer Relationship Advocate at Fidelity Investments, you will play a critical role in providing outstanding customer service while answering inbound phone calls and supporting our valued clients. This is a unique opportunity to supercharge your early career growth with personalized support, skill development, and...
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Cincinnati, Ohio, United States Fidelity Investments Full timeJob Description:The RoleFidelity Investments is seeking a Customer Relationship Advocate to join our team. As a Customer Relationship Advocate, you will be responsible for providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will develop skills to assist with a broad range of client needs,...
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Cincinnati, Ohio, United States Fidelity Investments Full timeCareer Development Experience in Financial Services At Fidelity Investments, we are committed to building a diverse workforce and creating a culture of belonging. Our Career Development Experience is designed to supercharge your early career growth with personalized support, skill development, and training. As a Customer Relationship Advocate, you will...
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