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Fidelity Investments · 2 months ago

Customer Relationship Advocate Career Development Experience- Smithfield, RI

Seekonk, MA

Full-time

Hybrid

New Grad, Entry Level

Fidelity Investments is a leading financial services company seeking Customer Relationship Advocates to provide outstanding customer service. In this role, you will assist clients with a variety of needs while developing skills and preparing for necessary licensing exams to advance your career.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management

Growth Opportunities

No H1B

Responsibilities

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

Developing skills to assist with a broad range of client needs, including trade requests, money movement, online support, and more

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 and meet with your leader

Exploring new career paths through job shadowing and utilizing the career center

Qualification

FINRA SIE examSeries 7 licenseSeries 63 licenseCritical problem-solvingCustomer rapport buildingAnalytical skillsTechnology proficiencyAdaptabilityContinuous learning

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