Customer Relationship Advocate — Finance Licensing Path

Fidelity Investments Inc.; Westlake (TX); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

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

Job summary

Fidelity Investments Inc. seeks a Customer Relationship Advocate to join our team.

You will provide excellent customer service over inbound calls and support Fidelity’s clients, with focus on trade requests, money movement, and online support. This role includes a structured three-stage development path: licensing prep for FINRA SIE, Series 7 Top Off, and Series 63, followed by skill development and career exploration; is onsite for one week every four weeks during rollout, with sponsorship not

Qualifications

• Provide outstanding customer service on inbound calls.
• Support clients with trade requests, money movement and online assistance.
• Prepare for FINRA licensing with Fidelity’s sponsorship.

Responsibilities

• Answer inbound calls and support Fidelity’s clients with various requests.
• Develop skills through licensing prep and ongoing training.
• Explore career paths via job shadowing and the career center.

Skills

Customer service

Communication

Problem solving

Adaptability

Relationship building

Learning quickly

Analytical thinking

Multi-system navigation

Education

FINRA SIE / Series 7 / Series 63 licensing prep

Job description

Fidelity Investments Inc. seeks a Customer Relationship Advocate to join our team.

You will provide excellent customer service over inbound calls and support Fidelity’s clients, with focus on trade requests, money movement, and online support. This role includes a structured three-stage development path: licensing prep for FINRA SIE, Series 7 Top Off, and Series 63, followed by skill development and career exploration; is onsite for one week every four weeks during rollout, with sponsorship not