Customer Relationship Advocate Career Development Experience- Salt Lake City, UT
About The Position
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 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 so much 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. As you gain confidence and proficiency in serving customers, 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
- Providing outstanding customer service
- Answering inbound phone calls
- Supporting Fidelity’s valued clients
- Assisting with a broad range of client needs, including trade requests, money movement, online support and so much more
- Handling more complex customer calls
- Connecting with your team
- Meeting with your leader
- Expanding your network
Benefits
- Personalized support
- Skill development and training
- Fully sponsored FINRA licensing program (SIE®, Series 7, and 63)
- Paid study time for licensing exams
- Access to licensing coaches and workshops
- Career center resources
- Job shadowing opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
