Client Relationship Advocate – Onsite Licensing Path

Soteria Reinsurance Ltd.; Covington (KY); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

401(K) up to 7% match

Health Insurance

Dental Insurance

Vision Insurance

Paid Time off

Job summary

Fidelity is hiring a Customer Service Representative (CRA) in Covington, KY for onsite work. You will handle inbound calls, support clients with trades and money movements, and begin licensing with SIE, Series 7, and 63 exams sponsored by Fidelity.

You will join a development-focused program with study time, coaching, and milestones to advance professionally within the financial services industry.

Qualifications

• Aptitude to complete FINRA SIE, Series 7 Top Off and Series 63 exams through Fidelity's licensing program.
• Enthusiasm for continuous learning and applying new concepts.
• Ability to connect with customers and build rapport for effective resolutions.
• Capable of handling varied situations and conversations with calm, resolve-oriented approach.
• Growth mindset and personal accountability to advance in the role.
• Strong analytical problem-solving to interpret scenarios and find solutions.
• Comfortable learning new technology and navigating multiple systems.

Responsibilities

• Answer inbound customer calls and support Fidelity clients.
• Assist with trade requests, money movement, and online support.
• Participate in licensing prep and progression milestones (SIE, Series 7, 63).
• Develop skills through team meetings, coaching, and career development programs.
• Provide high-quality service focused on accuracy and customer outcomes.

Skills

FINRA SIE

Series 7

Series 63

Customer service

Communication

Job description

Fidelity is hiring a Customer Service Representative (CRA) in Covington, KY for onsite work. You will handle inbound calls, support clients with trades and money movements, and begin licensing with SIE, Series 7, and 63 exams sponsored by Fidelity.

You will join a development-focused program with study time, coaching, and milestones to advance professionally within the financial services industry.