Customer Relationship Advocate Career Development Experience- Covington, KY

Fidelity Investments•Covington, KY

4d•Hybrid

About The Position

Join Fidelity’s team of Customer Relationship Advocates in a career development experience designed to support early-career growth through personalized support, skill development, and training. As a licensed professional, you will provide outstanding customer service by answering inbound calls and helping Fidelity clients with needs such as trade requests, money movement, and online support. The program includes three milestones. During licensing preparation, you will study for and obtain the FINRA SIE, Series 7, and Series 63 licenses, sponsored by Fidelity, with paid study time and resources including licensing coaches and workshops. During skill development, you will handle more complex customer calls while setting aside time each week to connect with your team, meet with your leader, and expand your network. As you build proficiency, you will explore career paths through job shadowing and Fidelity’s career center. The position is currently onsite one week (all five days) out of every four weeks. Fidelity is transitioning toward a full-time onsite working model through a phased rollout, and onsite expectations may evolve. Fidelity will not provide immigration sponsorship for this position.

Requirements

Aptitude and dedication to complete the FINRA SIE, Series 7 Top Off, and Series 63 exams through Fidelity’s licensing program.
Enthusiasm for continuous learning, studying and applying new concepts, learning quickly, and retaining information to support decision-making.
Passion for connecting with customers and establishing rapport through meaningful, resolution-oriented, and efficient conversations.
Ability to handle varied situations, emotions, and conversations while working toward suitable resolutions.
Adaptability and personal accountability, with a desire for growth and long-term success.
Exceptional critical and analytical problem-solving skills and the ability to interpret scenarios, use resources, and find appropriate resolutions.
Comfort learning new technology or proprietary platforms and navigating multiple systems simultaneously.

Responsibilities

Answer inbound phone calls and provide outstanding customer service to Fidelity clients.
Assist clients with trade requests, money movement, online support, and other needs.
Study for and obtain the FINRA SIE, Series 7, and Series 63 licenses.
Handle increasingly complex customer calls as skills develop.
Connect with the team, meet with a leader, and expand professional networks.
Explore career paths through job shadowing and Fidelity’s career center.