Customer Relationship Advocate Career Development Experience- Greenwood Village, CO

Fidelity Investments • Greenwood Village, CO

420d • $42,000 - $60,000 • Hybrid

About The Position

The Customer Relationship Advocate (CRA) role at Fidelity is designed for individuals looking to kickstart their careers in the financial services industry. This position offers a unique opportunity to provide exceptional customer service while obtaining necessary licenses and developing skills to assist clients with various needs. The CRA will engage in a structured training program that includes licensing preparation, skill development, and career exploration, all aimed at fostering professional growth and success.

Requirements

• Aptitude and dedication to complete the FINRA SIE®, Series 7, and Series 63 exams.
• Enthusiasm for continuous learning and the ability to quickly retain information.
• Strong interpersonal skills to establish rapport with customers and facilitate meaningful conversations.
• Ability to handle various situations and emotions while driving towards suitable resolutions.
• Exceptional critical and analytical problem-solving skills.
• Comfortable learning new technology and navigating multiple systems simultaneously.

Nice To Haves

• Previous experience in customer service or financial services.
• Familiarity with financial products and services.

Responsibilities

• Provide outstanding customer service by answering inbound phone calls and assisting clients with their needs.
• Prepare for and obtain FINRA licenses (SIE®, Series 7, and Series 63) with full support from Fidelity.
• Handle complex customer calls and engage in regular team meetings to enhance skills and knowledge.
• Explore new career paths through job shadowing and networking opportunities within the company.

Benefits

• Maternal and Parental Leave
• Tuition Reimbursement
• Student Loan Assistance
• 401(K) 7% match
• Health Insurance
• Dental Insurance
• Vision Insurance
• Disability Insurance
• Paid Time off
• Commuter Benefit Program
• Backup Dependent Care
• Charitable match
• Concierge Services
• Wellness Program
• Fitness Reimbursement

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: No Education Listed