Customer Relationship Advocate — Licensing Path & Growth

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 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.