Customer Relationship Advocate Career Development Experience- Merrimack, NH
Fidelity Investments
Merrimack, NH
23 hours ago
Job Description
Join Fidelity Investments as a Customer Relationship Advocate, where you'll receive personalized support and training to launch your career in financial services. Gain essential licenses while assisting clients with their needs, and explore various career paths in a supportive environment.
Key Responsibilities
Provide outstanding customer service on inbound calls
Assist with trade requests and money movement
Develop skills through licensing preparation and skill development
Required Qualifications
Dedication to complete the FINRA SIE, Series 7 Top Off, and Series 63 exams
Enthusiasm for continuous learning
Ability to establish rapport with customers
Problem-solving skills
Comfortable learning new technology
Preferred Qualifications
Experience in customer service
Knowledge of financial services
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