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Customer Relationship Advocate
Fidelity Investments. Provide outstanding customer service to Fidelity clients .
About the role
Key responsibilities & impact- Provide outstanding customer service to Fidelity clients
- Answer inbound phone calls
- Support clients with trade requests, money movement, online support, and other needs
- Prepare for FINRA licensing through sponsored study and training
- Handle increasingly complex customer calls
- Connect weekly with the team and meet with the leader
- Expand professional networks
- Explore new career paths through job shadowing and Fidelity’s career center
- Learn about the financial services industry and apply new concepts
- Develop and practice new skills
- Interpret customer scenarios, leverage resources, and identify suitable resolutions
Requirements
What you’ll need- Aptitude and dedication to complete the FINRA SIE, Series 7 Top Off, and Series 63 exams through Fidelity’s licensing program
- Enthusiasm for continuous learning and dedication to studying, applying new concepts, learning quickly, and retaining information
- Passion for connection and desire to establish rapport with customers
- Ability to handle different types of situations, emotions, and conversations while driving toward suitable resolutions
- Desire for growth, adaptability, and personal accountability
- Exceptional critical and analytical problem-solving skills
- Demonstrated ability to interpret scenarios, leverage resources, and find appropriate resolutions
- Comfortable learning new technology or proprietary platforms
- Confident navigating multiple systems simultaneously
- Must be able to obtain FINRA SIE, Series 7, and Series 63 licenses
- Fidelity will not provide immigration sponsorship for this position
Benefits
Comp & perks- Paid study time for licensing exams
- Licensing coaches and workshops
- Maternal and Parental Leave
- Student Loan Assistance
- 401(K) up to 7% match
- Health Insurance
- Dental Insurance
- Vision Insurance
- Disability Insurance
- Paid Time off
- Charitable match
- Concierge Services
- Wellness Program
- Comprehensive health care coverage
- Emotional well-being support
- Market-leading retirement
- Generous paid time off and parental leave
- Charitable giving employee match program
- Educational assistance including student loan repayment, tuition reimbursement, and learning resources
- Career development and career center access
- Job shadowing opportunities