Customer Relationship Advocate Career Development Experience
1 month ago
Job Description:
About the Role
Fidelity Investments is seeking a Customer Relationship Advocate to join our team. As a Customer Relationship Advocate, you will play a critical role in providing exceptional customer service and support to our valued clients.
Key Responsibilities
- Provide outstanding customer service and support to clients through inbound phone calls and other communication channels.
- Develop and maintain strong relationships with clients to understand their needs and provide tailored solutions.
- Work collaboratively with cross-functional teams to resolve client issues and improve overall customer experience.
- Stay up-to-date with industry trends and regulatory requirements to ensure compliance and provide expert advice to clients.
What We Offer
Fidelity Investments offers a comprehensive benefits package, 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
- High school diploma or equivalent required; bachelor's degree preferred.
- 1-2 years of customer service experience in a financial services or related industry.
- Strong communication and interpersonal skills.
- Ability to work in a fast-paced environment and adapt to changing priorities.
- FINRA Series 7 and Series 63 licenses required within 6 months of hire.
Why Join Us
Fidelity Investments is a leader in the financial services industry, with a commitment to innovation, customer satisfaction, and employee development. We offer a dynamic and inclusive work environment, with opportunities for growth and advancement.
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