Customer Relationship Advocate Career Development Experience- Greenwood Village, CO

Remote Full-time
Fidelity Investments is seeking Customer Relationship Advocates to join their team, providing personalized support and skill development for early career growth. In this role, you will deliver outstanding customer service, handle inbound calls, and assist clients with various needs while preparing for industry licensing exams. Responsibilities Provide outstanding customer service while answering inbound phone calls and supporting Fidelity’s valued clients Develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! Prepare to become a FINRA Registered Representative by studying for and obtaining your SIE®, Series 7, and 63 licenses Handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network Explore new career paths through job shadowing and our career center Skills 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 Benefits Maternal and Parental Leave Tuition Reimbursement Student Loan Assistance 401(K) 7% match Health Insurance Dental Insurance Vision Insurance Disability Insurance Paid Time off Commuter Benefit Program Backup Dependent Care Charitable match Concierge Services Wellness Program Company Overview Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. It was founded in 1946, and is headquartered in Boston, Massachusetts, USA, with a workforce of 10001+ employees. Its website is
Apply Now

Similar Opportunities

Experienced Registered Behavior Technician for In-Home ABA Therapy - Atlanta, GA

Remote Full-time

Immediate Hiring: Experienced Registered Behavioral Technician (RBT) for Clinic-Based ABA Therapy Services

Remote Full-time

Experienced Registered Behavioral Technician (RBT) - ABA Therapy for Children with Autism Spectrum Disorder

Remote Full-time

Experienced Registered Nurse - Telehealth: Providing Remote Care Coordination and Patient Support

Remote Full-time

Experienced Substitute Teacher for Riverside County Schools - Join Scoot Education's Innovative Team

Remote Full-time

Experienced Substitute Teacher for San Bernardino County - Flexible Schedules & Competitive Pay

Remote Full-time

Experienced School Year Instructional Coach for High-Dosage Tutoring Programs in Edgewater Park, NJ

Remote Full-time

Experienced School Year Tutor for K-8 Students in Math and Literacy - Mickleton, NJ

Remote Full-time

Experienced Secondary Social Studies Teacher for Kansas - Flexible Hybrid Remote Arrangement

Remote Full-time

USPS Office Helper

Remote Full-time

REMOTE Social Worker Opportunity | Naperville, IL

Remote Full-time

Assistant Professor of Nursing

Remote Full-time

Financial Analyst - FDP

Remote Full-time

Experienced Live Chat Data Entry Specialist – Remote Customer Service and Data Management Professional

Remote Full-time

**Experienced Customer Service Coordinator – Supply Chain Operations (Remote, CA)**

Remote Full-time

Virtual Physical Therapist - Little Rock, AR (RF: 1899)

Remote Full-time

(Senior) Java Developer, Trading / Exchange Platform (blockchain, crypto) | remo

Remote Full-time

Experienced Customer Care Representative I – Hybrid Work Environment with Competitive Compensation and Growth Opportunities

Remote Full-time

Experienced Student Success Coach – Remote Academic Support and Guidance Expert

Remote Full-time

Entry Level Remote Data Entry Specialist – Work from Home Opportunity with FedEx

Remote Full-time
← Back to Home