Customer Relationship Advocate Career Development Experience- Jacksonville, FL

Soteria Reinsurance Ltd.; Jacksonville (FL); On-site; USD 52,000 - 68,000; Full time

Benefits offered by this job

401(K) match

Health Insurance

Paid Time off

Parental Leave

Job summary

Fidelity Investments in Jacksonville, FL is launching a Career Development Experience for Customer Relationship Advocates. This program accelerates your early career with hands-on training, licensing support for FINRA SIE, Series 7 and 63, and structured skill development through real client interactions on inbound calls.

As a CRA, you’ll deliver exceptional service, resolve inquiries, assist with trades and money movement, and collaborate with teammates.

Qualifications

• Licensing prep for FINRA SIE, Series 7 and Series 63 sponsored by Fidelity.
• Enthusiasm for learning and applying new concepts in financial services.
• Ability to build rapport and resolve customer issues efficiently.

Responsibilities

• Provide outstanding customer service on inbound calls.
• Assist clients with trades, money movement, and online support.
• Learn and navigate Fidelity systems to resolve inquiries.

Skills

FINRA licensing

Strong communication

Customer service

Inbound calls

Tools

CRM software

Job description

## Customer Relationship Advocate Career Development Experience- Jacksonville, FLApplylocations: Jacksonville, FLtime type: Full timeposted on: Posted Todayjob requisition id: 2131528## ## Job Description:Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. **Currently, this role is required to be onsite every other week (all 5 days).**Onsite expectations are likely to evolve as the rollout continues.**Note: Fidelity will not provide immigration sponsorship for this position.**## **The Role**Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity’s valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more!## **What to expect...**As a new CRA, you’ll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through **three major milestones:****1. Licensing Preparation**In the first months, you’ll prepare to become a FINRA Registered Representative by studying for and obtaining your SIE, Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we’re here to support you every step of the way!**2. Skill Development**In the following months, you’ll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network.**3. Proficiency**As you gain confidence and proficiency in serving customers, you’ll explore new career paths through job shadowing and our career center.## **The Expertise and Skills You Bring*** Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program.* Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making.* A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient.* Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions.* A desire for growth and a mindset that generates long term success through adaptability and personal accountability.* Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution.* Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously.## **The Team**Our greatest asset is our people. We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community.Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): 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, and Wellness Program. (Learn More)Fidelity’s Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.## ## Certifications:Series 07 - FINRA, Series 63 - FINRA## ## Category:## Customer ServicePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.### About UsAt Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.Fidelity Investments is an equal opportunity employer.