Customer Relationship Advocate Career Development Program- RTP

Job Description:

Are you ready to launch a career at Fidelity?

Our Customer Relationship Advocate role is a springboard to an amazing career in which you change the lives of customers! The Customer Relationship Advocate role is similar to Entry Level Customer Service, Call Center Representative or Customer Service Representative roles. With Fidelity benefits and support, it could change yours as well. You’ll have continuous career development and advancement opportunities available within the first year!

In this role your training and onboarding provides an opportunity to learn about Fidelity and build skills, experiences, and connections that will help advance your career. You'll help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You will assist our clients with a broad range of needs including answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades for a variety of securities.

How it works …

You will join a cohort of associates that is supported by a group of leaders, coaches, mentors, and peers.

• During the first four months, spend time onboarding, training, and preparing to become a FINRA (Financial Industry Regulatory Authority) Registered Representative (acquire your Series 7 and 63 license, fully paid and sponsored by Fidelity). Begin to put your skills and newly acquired licenses to use as you start to take calls from our clients.
• In the subsequent months, continue taking customer calls with added complexities to develop and hone your skills. There will also be dedicated time to join team activities, get well-being support, and career coaching as we focus on helping you begin charting your career path.
• As you gain confidence and develop proficiency serving customers, you will get more variety in your work week by spending time building advanced skills aligned with the next role that interests you.

Advantages of the program …

YOU ARE SUPPORTED. We provide all the training needed, you do not need a finance background or a college degree to succeed in the program. Our industry-leading paid training program offers a uniquely developed onboarding and experiential learning experience that develops skills needed service customers and study support to acquire your licenses.

YOU ARE CELEBRATED. Your achievements will be recognized and celebrated as you progress through the program.

YOU ARE GROWING. The career coaching you will receive will help you understand the array of career opportunities at Fidelity, identify a career path that fits your interests, passions, and strengths, and chart a course to help you grow.

YOU CAN EXPLORE. Through variety of work, spend a percentage of time in your week on development activities and doing work that goes beyond answering customer calls.

As a Customer Service Representative, you play a critical role educating our customers and ensuring they have an excellent experience. This full-time hourly position answering phone calls offers the opportunity to work extra hours based on the business needs and your availability.

The Skills You Bring

• Ability to establish rapport and relationships through effective communication
• Listening and compassion skills to support the challenges of our diverse customers
• Adaptability and flexibility in various work environments (i.e., working from home, overtime, etc.)
• Handle different types of situations and conversations driving towards a resolution suitable for all
• Self-motivated teammate with strong communication skills that brings energy and passion to the team
• Aptitude to complete our industry-leading development program that will fully prepare you to engage with customers while taking the SIE, Series 7 Top Off and Series 63 exams
• A desire for continual learning and dedication to study and apply new concepts, learning quickly and retaining information to assist with decision-making

The Value You Deliver

Demonstrate empathy and passion for helping people, ensuring an excellent customer experience:

• Service varied customer needs, including balance inquiries, money movement, trading, and more
• Answer questions and provide resources to deepen understanding and build confidence

Our Investments in You

Our benefit programs (opens in a new tab) are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed) Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insura