Customer Relationship Advocate Career Development Experience

4 days ago


Cincinnati, Ohio, United States Fidelity Investments Full time
Role Overview

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.
Requirements
  • 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.
Benefits

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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