Hybrid Finance Customer Experience Champion

Fidelity Investments Inc.; Norwich (CT); Hybrid; USD 42,000 - 56,000; Full time

Benefits offered by this job

Maternal and parental leave

Tuition reimbursement

Student loan assistance

401(k) match

Job summary

Fidelity Investments is hiring a Customer Relationship Advocate (CRA) to support customers through inbound calls, learn the financial services basics and progress toward FINRA licensing. The program covers SIE, Series 7 and Series 63 with full sponsorship and on‑the‑job coaching.

In this hybrid role, you’ll balance studying, licensing prep, and real customer interactions, building rapport, handling transfers, trading and account inquiries while advancing toward the next career step within

Qualifications

• Desire to establish rapport and relationships with customers and teammates through effective communication.
• Experience in customer service, call center or financial services preferred.
• Strong interest in financial services.
• Exceptional problem-solving and a history of overcoming academic or professional challenges.
• Ability and flexibility to work in a hybrid setting (home and office).
• Comfortable with technology and able to navigate multiple systems simultaneously.
• Ability to handle different types of situations, emotions and conversations guiding toward a resolution.
• Aptitude to complete the industry-leading paid development experience and prepare for FINRA licensing exams.
• Enthusiasm for continuous learning and quick retention of concepts.

Responsibilities

• Demonstrate empathy and passion for helping people, ensuring an excellent customer experience through phone interaction.
• Service the varied customer needs, including balance inquiries, money movement, trading and more.
• Answer questions and provide resources to deepen client understanding and build confidence.

Skills

Customer service

Communication

Financial services

Problem-solving

Technology navigation

Job description

Fidelity Investments is hiring a Customer Relationship Advocate (CRA) to support customers through inbound calls, learn the financial services basics and progress toward FINRA licensing. The program covers SIE, Series 7 and Series 63 with full sponsorship and on‑the‑job coaching.

In this hybrid role, you’ll balance studying, licensing prep, and real customer interactions, building rapport, handling transfers, trading and account inquiries while advancing toward the next career step within