Customer Relationship Advocate

2 weeks ago


Cincinnati, Ohio, United States Fidelity Investments Full time
Job Opportunity:

About the Role
Fidelity Investments is seeking a highly motivated and dedicated Customer Relationship Advocate to join our team. As a key member of our customer service team, you will be responsible for providing exceptional service to our valued clients, answering inbound phone calls, and supporting their financial needs.


Key Responsibilities
As a Customer Relationship Advocate, you will be responsible for:

1. Client Support
Providing outstanding customer service to our clients, addressing their inquiries, and resolving their issues in a timely and professional manner.

2. Licensing and Training
Preparing for and obtaining FINRA licenses, including the SIE, Series 7, and 63 licenses, which are fully sponsored by Fidelity.

3. Skill Development
Developing and refining your skills to handle complex customer calls, working with your team, and expanding your network.

4. Career Growth
Exploring new career paths through job shadowing and our career center, and taking advantage of opportunities for learning and development.


Requirements
To be successful in this role, you will need:

1. Strong Communication Skills
Aptitude for building rapport with customers, facilitating meaningful conversations, and resolving issues efficiently.

2. Financial Knowledge
Enthusiasm for learning about the financial services industry, applying new concepts, and retaining information to assist with decision-making.

3. Analytical Skills
Ability to interpret scenarios, leverage resources, and find suitable resolutions.

4. Adaptability
Desire for growth, adaptability, and personal accountability to drive long-term success.


What We Offer
Fidelity Investments is committed to building a diverse workforce, creating a culture of belonging, and providing a range of benefits to support your well-being, including:

1. Maternal and Parental Leave
Generous leave policies to support your family.

2. Tuition Reimbursement
Opportunities for education and career advancement.

3. Student Loan Assistance
Support for your financial goals.

4. 401(K) Match
Retirement savings plan with a 7% match.


Join Our Team
Fidelity Investments is an equal opportunity employer, committed to building a diverse workforce and creating a culture of belonging. We welcome applications from candidates with experience in accounting, finance, and related fields.

Learn More
About Fidelity Investments and our commitment to diversity and inclusion.

Apply Now
Take the first step in your career journey with Fidelity Investments.



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