Customer Relationship Advocate Career Development Experience
Fidelity Investments is a privately held, Boston-headquartered financial services company providing investing, trading, retirement, wealth management, brokerage, workplace benefits, custody and clearing, and digital-asset services.
About Fidelity Investments
Fidelity serves individual investors, employers, wealth-management firms, institutions, innovators, and charitable donors through diversified financial-services businesses. Current offerings include brokerage and trading, mutual funds and exchange-traded products, retirement and workplace savings, financial planning and advice, wealth management, institutional custody and clearing, and crypto/digital-asset products.
Skills
Candidate Availability
About the Role
You will answer inbound phone calls and support Fidelity's clients with trade requests, money movement, online support and more. You will study for and obtain your SIE, Series 7 and Series 63 licenses with paid study time and coaching, then handle more complex calls and explore career paths through job shadowing.
Requirements
- Aptitude to complete FINRA SIE, Series 7 Top Off and Series 63 exams
- Problem-solving and analytical skills
- Ability to learn new technology and navigate multiple systems
- Strong customer rapport skills
- No immigration sponsorship provided
Responsibilities
- Answer inbound phone calls from clients
- Handle trade requests and money movement
- Provide online support
- Obtain SIE, Series 7 and Series 63 licenses
- Resolve customer issues
Benefits
- Fully sponsored FINRA licenses
- Paid study time
- Maternal and parental leave
- Student loan assistance
- 401(k) up to 7% match
- Health insurance
- Dental insurance
- Vision insurance
- Disability insurance
- Paid time off
- Charitable match
- Concierge services
- Wellness program
