Customer Relationship Advocate — Sponsored FINRA Licensing

Fidelity; Covington (KY); On-site; USD 40,000 - 50,000; Full time

Job summary

Fidelity is seeking Customer Service Representatives, known as Customer Relationship Advocates, in Covington, Kentucky. This role offers personalized support and skill development as you assist clients with various needs, including trade requests and online support.

You will prepare for FINRA licensing while enhancing your customer service skills and exploring career paths within the company.

Qualifications

• Aptitude to complete the necessary FINRA exams through the licensing program.
• Passion for engaging with customers and resolving their issues.
• Ability to handle emotional conversations effectively.

Responsibilities

• Provide outstanding customer service while answering inbound calls.
• Prepare for and obtain necessary FINRA licenses.
• Develop skills to assist with a diverse range of client needs.

Skills

Critical problem-solving skills

Ability to build rapport

Adaptability

Comfort with technology

Enthusiasm for learning

Education

FINRA SIE, Series 7, and 63 certifications

Job description

Fidelity is seeking Customer Service Representatives, known as Customer Relationship Advocates, in Covington, Kentucky. This role offers personalized support and skill development as you assist clients with various needs, including trade requests and online support.

You will prepare for FINRA licensing while enhancing your customer service skills and exploring career paths within the company.