Posted 13 days ago
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**Customer Relationship Advocate (Career Development Experience) - Covington, KY** Fidelity's Customer Relationship Advocate role offers exceptional growth opportunities. In this position, you'll provide outstanding customer service, handling inbound calls and answering client queries, spanning trade requests to online support. This role is designed to supercharge your early career at Fidelity, with personalized support, skill development, and training. Key responsibilities include: - Obtaining FINRA SIE®, Series 7 Top Off, and Series 63 licenses through Fidelity's fully sponsored licensing program. - Developing skills to assist with a broad range of client needs, including trade requests, money movement, and online support. - Achieving three major milestones: licensing preparation, skill development, and proficiency. Required skills and experience: - Aptitude and dedication to complete FINRA exams. - Enthusiasm for continuous learning and quick learning capabilities. - Passion for customer relationships and problem-solving skills. - Ability to navigate multiple systems and learn new technology or proprietary platforms. This is a hybrid role, requiring onsite presence for one week out of every four, subject to change. Fidelity offers comprehensive benefits, including maternal and parental leave, student loan assistance, and health and wellness programs.
- Compensation
- Not specified
- City
- Covington
- Country
- United States
Currency: Not specified
Full Job Description
Job Description:
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, this role is required to be onsite for one week (all 5 days) out of every four weeks. Onsite expectations are likely to evolve as the rollout continues.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelitys valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more!
What to expect
As a new CRA, youll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones:
1. Licensing Preparation
In the first months, youll prepare to become a FINRA Registered Representative by studying for and obtaining your SIE, Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that were here to support you every step of the way!
2. Skill Development
In the following months, youll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network.
3. Proficiency
As you gain confidence and proficiency in serving customers, youll explore new career paths through job shadowing and our career center.
The Expertise and Skills You Bring
Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off 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.
Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions.
A desire for growth and a mindset that generates long term success through adaptability and personal accountability.
Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution.
Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously.
The Team
Our greatest asset is our people. We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community.
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): 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, and Wellness Program. (Learn More)
Fidelitys Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Series 07 - FINRA, Series 63 - FINRACategory:
Customer ServicePlease be advised that Fidelitys business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Apply
All fields are required. Candidates should limit the number of roles they apply to at any given time.
Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
Company overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.
Reasonable accommodations
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.
Equal opportunity employer
Fidelity Investments is an equal opportunity employer. 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.
Applicant screening
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
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