Customer Relationship Advocate Career Development Experience- Jacksonville, FL

Fidelity•Jacksonville, FL

3d•Onsite

About The Position

Fidelity is transitioning to a full-time onsite working model. This role is currently required to be onsite every other week, with expectations to evolve. Fidelity will not provide immigration sponsorship for this position. Join our team of Customer Relationship Advocates (CRA). This 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 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. As a new CRA, you’ll 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: Licensing Preparation, Skill Development, and Proficiency. In the Licensing Preparation phase, you’ll prepare to become a FINRA Registered Representative by studying for and obtaining your SIE®, Series 7, and 63 licenses, fully sponsored by Fidelity, including paid study time and access to resources. In the Skill Development phase, you’ll handle more complex customer calls while dedicating time to connect with your team, meet with your leader, and expand your network. In the Proficiency phase, as you gain confidence, you’ll explore new career paths through job shadowing and our career center.

Requirements

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.

Responsibilities

Answer inbound phone calls and support Fidelity’s valued clients.
Assist with a broad range of client needs, including trade requests, money movement, and online support.
Handle more complex customer calls.
Study for and obtain SIE®, Series 7, and 63 licenses.
Connect with your team, meet with your leader, and expand your network.
Explore new career paths through job shadowing and our career center.