Customer Relationship Advocate Career Development Experience

4 days ago


Cincinnati, Ohio, United States Fidelity Investments Full time

Role Overview

The 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 client needs, including trade requests, money movement, online support, and more.

Key Responsibilities

  • Prepare to become a FINRA Registered Representative by studying for and obtaining your SIE, Series 7, and 63 licenses, all fully sponsored by Fidelity.
  • Handle more complex customer calls while dedicating time each week 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, learning quickly, and retaining information to assist with decision-making.
  • A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient.

About Fidelity Investments

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join us at Fidelity, and you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours.

  • Cincinnati, Ohio, United States Fidelity Investments Full time

    Job 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...


  • Cincinnati, Ohio, United States Fidelity Investments Full time

    Job 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...


  • Cincinnati, Ohio, United States Fidelity Investments Full time

    Job 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...


  • Cincinnati, Ohio, United States Fidelity Investments Full time

    Job 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,...


  • Cincinnati, Ohio, United States Fidelity Investments Full time

    Role OverviewThe 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 ResponsibilitiesDevelop skills to assist with a broad range of...


  • Cincinnati, Ohio, United States Fidelity Investments Full time

    Career 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...


  • Cincinnati, Ohio, United States Fidelity Investments Full time

    Job Opportunity:About the RoleFidelity 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...


  • Cincinnati, Ohio, United States Fidelity Investments Full time

    Role OverviewThe Customer Relationship Advocate role at Fidelity Investments is a unique opportunity to develop your early career growth with personalized support, skill development, and training. As a licensed professional, you will provide outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients. You will...


  • Cincinnati, Ohio, United States Career T.E.A.M. Full time

    About Career T.E.A.M.Career T.E.A.M. is a leading workforce development organization that combines innovative solutions with a passion for empowering individuals to achieve their career goals.Job SummaryWe are seeking a highly motivated and experienced Career Advisor to join our team. As a Career Advisor, you will play a critical role in providing career...

  • Youth Advocate

    3 weeks ago


    Cincinnati, Ohio, United States Youth Advocate Programs Full time

    Job Title: Youth AdvocateWe are seeking a dedicated and compassionate Youth Advocate to join our team at Youth Advocate Programs, Inc. (YAP). As a Youth Advocate, you will play a vital role in providing direct advocacy services to assigned participants and their families, promoting positive outcomes and empowering them to reach their full potential.Key...

  • Career Advisor

    1 week ago


    Cincinnati, Ohio, United States Career TEAM Full time

    Job SummaryCareer TEAM is seeking a highly motivated and experienced Career Advisor to join our team. As a Career Advisor, you will provide career counseling, case management, and follow-up services to youth (16-24) in a dynamic and fast-paced environment.Key ResponsibilitiesProvide intensive case management services to registered customers within the...

  • Youth Advocate

    5 days ago


    Cincinnati, Ohio, United States Youth Advocate Programs Full time

    Job Summary: We are seeking a dedicated and compassionate Advocate to join our team at Youth Advocate Programs, Inc. The successful candidate will provide direct advocacy services to assigned participants and their families, utilizing a strength-based approach and the wrap-around model. This is a part-time, hourly position that offers flexible hours,...

  • Career Counselor

    4 days ago


    Cincinnati, Ohio, United States Career T.E.A.M. Full time

    Career T.E.A.M. is a leading workforce development organization that combines technology and human services to provide innovative solutions for career advancement.We are seeking a Youth Career Advisor to join our team and provide professional career counseling, case management, and follow-up services to youth.The ideal candidate will have a bachelor's degree...


  • Cincinnati, Ohio, United States Benchmark Gensuite Full time

    About the RoleBenchmark Gensuite is seeking a highly skilled Customer Relationship Manager to join our team. As a key member of our customer success team, you will be responsible for driving customer satisfaction and growth among a portfolio of our existing customers.Key ResponsibilitiesContinually grow existing customer relationships by identifying new...

  • Nurse Advocate

    4 weeks ago


    Cincinnati, Ohio, United States strategic HR inc. Full time

    Job Title: Registered Nurse AdvocateStrategic HR Inc. is seeking a compassionate and experienced Registered Nurse Advocate to join our team in Cincinnati, OH.About the Role:As a Registered Nurse Advocate, you will be the main point of contact for our clients, visiting and assessing them in their homes, conducting medical analysis, helping manage medications,...


  • Cincinnati, Ohio, United States Greater Cincinnati Behavior Full time

    Greater Cincinnati Behavior Health Services (GCBHS) is a leading provider of comprehensive community behavioral healthcare. We are seeking a highly motivated and compassionate Supportive Family Advocate to join our Child and Family Services division.This field-based position offers a unique opportunity to work with families and young children in a supportive...


  • Cincinnati, Ohio, United States National Youth Advocate Program Full time

    Job SummaryThe National Youth Advocate Program is seeking a dedicated and compassionate Youth Peer Support Specialist to join our team. As a key member of our staff, you will work closely with youth and families to provide advocacy and support towards targeted goals.Key ResponsibilitiesComplete 40 hours of Peer Recovery Supporter Training through the Ohio...


  • Cincinnati, Ohio, United States Fidelity Investments Full time

    Job Description:Are you ready to launch a successful career in customer service at Fidelity Investments? We're seeking a motivated and detail-oriented Early Career Customer Service Associate to join our team.This role requires a consistent balance of remote and on-site participation in our Regional Center location. Please be mindful of commute distance when...


  • Cincinnati, Ohio, United States UC Health Full time

    About the Role:The CRM Specialist plays a vital role in our digital marketing team, responsible for leveraging the power of our CRM tool to drive effective marketing and communication strategies.This individual will take ownership of the CRM tool as a primary channel, ensuring its optimal use for marketing automation, strategy development, and overall...


  • Cincinnati, Ohio, United States Fidelity Investments Full time

    Launch Your Career in Customer ServiceFidelity Investments is seeking a talented and customer-focused individual to join our customer service team as an Early Career Customer Service Associate. In this role, you will have the opportunity to develop your skills and knowledge in a dynamic and supportive environment.About the RoleThis is a full-time hourly...