Customer Relationship Advocate Career Development Experience- Smithfield, RI

Fidelity Investments; Smithfield (RI); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Health Insurance

401(k) match

Paid Time Off

Dental Insurance

Vision Insurance

Parental Leave

Wellness Program

Job summary

Fidelity Investments is seeking a Customer Relationship Advocate to join the team on a full-time basis onsite in the US. This role focuses on delivering outstanding customer service to Fidelity clients, handling inbound calls, and supporting a variety of client needs including trades and money movements.

The program includes licensing preparation for FINRA SIE, Series 7, and 63, fully sponsored by Fidelity, with paid study time and coaching.

Qualifications

• Provide outstanding customer service while answering inbound calls and supporting clients.
• Demonstrate adaptability and willingness to complete licensing requirements (SIE, Series 7, 63).
• Strong communication and problem-solving skills to resolve client needs efficiently.

Responsibilities

• Answer inbound calls and assist Fidelity clients with a broad range of requests.
• Support clients with trades, money movement, and online services while maintaining regulatory standards.
• Develop knowledge through licensing prep and on-the-job training to advance within Fidelity.

Skills

Customer service

Active listening

Communication

Problem solving

Job description

Fidelity is transitioning to a full‑time onsite working model through a phased rollout across regions and roles. Currently, this role requires on‑site presence one week (five days) out of every four weeks. On‑site expectations may evolve as the rollout continues.

Note: Fidelity will not provide immigration sponsorship for this position.

Role Overview

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. You will be 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 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.

• 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 resources such as licensing coaches and workshops.
• 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.
• Proficiency: As you gain confidence and proficiency in serving customers, you’ll explore new career paths through job shadowing and our career center.

Experience 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 toward 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.

Benefits

• 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

Certifications

Series 07 - FINRA, Series 63 - FINRA

Additional Information

Our greatest asset is our people. We are committed to building a diverse workforce, fostering a culture of belonging, and creating inclusive experiences for our associates, customers, and community.

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, and numerous state laws governing securities, investment, and retirement‑related financial activities, as well as the rules and regulations of various self‑regulatory organizations, including FINRA. These laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain criminal histories.