Customer Relationship Advocate – Onsite & Licensing Pathway

Fidelity Investments; Merrimack (NH); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Health Insurance

401(K) match up to 7%

Paid Time off

Job summary

Fidelity Investments is transitioning to a full-time onsite working model. The CRA role supports Fidelity’s clients via inbound calls, helping with trade requests, money movement, and online support. You will pursue FINRA licensing (SIE, Series 7, Series 63) with full sponsorship, while developing skills through coaching and job shadowing.

As you progress, you’ll connect with your team, expand your network, and explore new career paths. Onsite expectations may evolve as the rollout continues.

Qualifications

• Provide outstanding customer service while handling inbound calls and supporting Fidelity’s clients.
• Demonstrate clear communication and rapport-building to resolve client needs.
• Adapt to evolving onsite expectations as Fidelity implements its phased onsite rollout.

Responsibilities

• Answer inbound calls and assist clients with a broad range of requests.
• Pursue licensing milestones (SIE, Series 7, 63) with Fidelity sponsorship.
• Collaborate with team and leadership to enhance client service and grow skills.

Skills

Customer service

Communication

Problem solving

Adaptability

Fast learner

Attention to detail

Education

FINRA SIE licensing

Series 7

Series 63

Job description

Fidelity Investments is transitioning to a full-time onsite working model. The CRA role supports Fidelity’s clients via inbound calls, helping with trade requests, money movement, and online support. You will pursue FINRA licensing (SIE, Series 7, Series 63) with full sponsorship, while developing skills through coaching and job shadowing.

As you progress, you’ll connect with your team, expand your network, and explore new career paths. Onsite expectations may evolve as the rollout continues.