Customer Relationship Advocate Career Development Experience- Greenwood Village, CO

Fidelity Investments•Greenwood Village, CO

8d•$47,500 - $50,000•Onsite

About The Position

Fidelity’s Customer Relationship Advocate Career Development Experience is an early-career program offering personalized support, skill development, and training. In this role, you provide customer service as a licensed professional by answering inbound calls and supporting Fidelity clients with needs such as trade requests, money movement, and online support. The role is currently onsite every other week for all five days, with onsite expectations potentially changing as Fidelity rolls out its full-time onsite model across regions and roles. The experience progresses through three milestones. During Licensing Preparation, you study for and obtain the FINRA SIE, Series 7, and Series 63 licenses, sponsored by Fidelity, with paid study time and access to licensing coaches and workshops. During Skill Development, you handle more complex customer calls while setting aside weekly time to connect with your team, meet with your leader, and expand your network. During Proficiency, you build confidence serving customers and explore career paths through job shadowing and Fidelity’s career center.

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 and dedication to studying, applying new concepts, learning quickly, and retaining information for decision-making.
Ability and interest in establishing rapport with customers through meaningful, efficient, resolution-oriented 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 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 service to Fidelity clients.
Support clients with trade requests, money movement, online support, and other needs.
Study for and obtain the FINRA SIE, Series 7, and Series 63 licenses through Fidelity’s licensing program.
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.