Customer Relationship Advocate Career Development Experience- Jacksonville, FL

Fidelity Investments • Jacksonville, FL

449d

About The Position

The Customer Relationship Advocate (CRA) role at Fidelity is designed to accelerate early career growth through personalized support, skill development, and training. As a licensed professional, you will provide exceptional customer service by answering inbound calls and assisting clients with various needs, including trade requests and online support. The position emphasizes continuous learning and professional development, with a structured path to obtaining necessary licenses and exploring career advancement opportunities.

Requirements

• Aptitude and dedication to complete the FINRA SIE®, Series 7, and Series 63 exams.
• Enthusiasm for continuous learning and ability to retain information.
• Strong interpersonal skills to establish rapport with customers.
• Ability to handle various situations and emotions effectively.
• Desire for growth and adaptability in a dynamic environment.
• Exceptional critical and analytical problem-solving skills.
• Comfortable with learning new technology and navigating multiple systems.

Nice To Haves

• Experience in customer service or financial services industry.
• Familiarity with financial products and services.

Responsibilities

• Provide outstanding customer service by answering inbound phone calls.
• Assist clients with a broad range of needs, including trade requests and money movement.
• Prepare for and obtain FINRA licenses (SIE®, Series 7, and Series 63) with full support from Fidelity.
• Handle complex customer calls and engage in skill development activities.
• Participate in job shadowing and utilize the career center for growth opportunities.

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