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Fidelity Investments · 7 hours ago

Customer Relationship Advocate Career Development Experience- Jacksonville, FL

Jacksonville, FL

Full-time

Hybrid

New Grad, Entry Level

Fidelity Investments is seeking Customer Relationship Advocates to join their team, providing outstanding customer service and support to clients. In this role, you will prepare for licensing exams and develop skills to assist with a variety of client needs, while also exploring new career paths within the company.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management

Growth Opportunities

No H1B

Responsibilities

Providing outstanding customer service while answering inbound phone calls and supporting Fidelity’s valued clients

Preparing to become a FINRA (Registered Representative) by studying for and obtaining your SIE®, Series 7, and 63 licenses

Handling more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network

Exploring new career paths through job shadowing and our career center

Qualification

FINRA SIESeries 7Series 63Customer serviceLearning new technologyProblem-solvingAdaptabilityCommunication

Required

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

Certifications: Series 07 - FINRA, Series 63 - FINRA