Customer Relationship Advocate Career Development Experience- Greenwood Village, CO
Fidelity Investments
Greenwood Village, CO
3 days ago
$42,000 - $60,000
Job Description
Join Fidelity Investments as a Customer Relationship Advocate and kickstart your career with personalized support and training. You'll provide exceptional service to clients while preparing for industry licensing exams and developing vital skills for client interactions.
Key Responsibilities
Provide outstanding customer service via inbound calls
Assist clients with trade requests, money movement, and online support
Prepare for licensing exams with company support
Develop skills through handling complex customer calls
Explore new career paths via job shadowing
Required Qualifications
Aptitude to complete FINRA SIE, Series 7, and Series 63 exams
Enthusiasm for continuous learning and applying new concepts
Strong communication skills for customer rapport
Ability to handle diverse situations and conversations
Desire for growth with personal accountability
Exceptional problem-solving skills
Comfortable with technology and multiple systems
Benefits & Perks
Maternal and Parental LeaveTuition ReimbursementStudent Loan Assistance401(K) 7% matchHealth InsuranceDental InsuranceVision InsuranceDisability InsurancePaid Time OffCommuter Benefit ProgramBackup Dependent CareCharitable matchConcierge ServicesWellness Program