Customer Relationship Advocate Career Development Experience- Smithfield, RI
Fidelity Investments
Smithfield, RI
22 days ago
Job Description
Join Fidelity Investments as a Customer Relationship Advocate to kickstart your career with comprehensive training and support. This role focuses on delivering exceptional customer service while gaining essential skills and licenses in the financial services industry.
Key Responsibilities
Provide outstanding customer service via inbound phone calls
Assist with a broad range of client needs including trade requests and money movement
Develop skills through hands-on training and customer interactions
Required Qualifications
Aptitude to complete FINRA SIE®, Series 7, and Series 63 exams
Enthusiasm for continuous learning
Ability to establish rapport with customers
Adaptability and personal accountability
Critical and analytical problem-solving skills
Comfortable learning new technology
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