Customer Relationship Advocate Career Development Experience- Greenwood Village, CO
Fidelity Investments
Englewood, CO
2 days ago
$42,000 - $60,000
Job Description
Join Fidelity Investments as a Customer Relationship Advocate and accelerate your career growth with personalized training and support. You'll provide exceptional service to clients while preparing for key licensing exams and developing valuable skills.
Key Responsibilities
Provide outstanding customer service via inbound calls
Assist with trade requests and money movement
Support clients with various needs
Prepare for licensing exams
Handle complex customer calls
Required Qualifications
Aptitude to complete FINRA SIE, Series 7, and Series 63 exams
Enthusiasm for continuous learning
Ability to establish rapport with customers
Exceptional problem-solving skills
Comfortable learning new technology
Benefits & Perks
Maternal and Parental LeaveTuition ReimbursementStudent Loan Assistance401(K) with 7% matchHealth InsuranceDental InsuranceVision InsuranceDisability InsurancePaid Time OffCommuter Benefit ProgramBackup Dependent CareCharitable matchConcierge ServicesWellness Program