Licensed Customer Relationship Advocate – Onsite Growth

Soteria Reinsurance Ltd.; Jacksonville (FL); On-site; USD 52,000 - 68,000; Full time

Benefits offered by this job

401(K) match

Health Insurance

Paid Time off

Parental Leave

Job summary

Fidelity Investments in Jacksonville, FL is launching a Career Development Experience for Customer Relationship Advocates. This program accelerates your early career with hands-on training, licensing support for FINRA SIE, Series 7 and 63, and structured skill development through real client interactions on inbound calls.

As a CRA, you’ll deliver exceptional service, resolve inquiries, assist with trades and money movement, and collaborate with teammates.

Qualifications

• Licensing prep for FINRA SIE, Series 7 and Series 63 sponsored by Fidelity.
• Enthusiasm for learning and applying new concepts in financial services.
• Ability to build rapport and resolve customer issues efficiently.

Responsibilities

• Provide outstanding customer service on inbound calls.
• Assist clients with trades, money movement, and online support.
• Learn and navigate Fidelity systems to resolve inquiries.

Skills

FINRA licensing

Strong communication

Customer service

Inbound calls

Tools

CRM software

Job description

Fidelity Investments in Jacksonville, FL is launching a Career Development Experience for Customer Relationship Advocates. This program accelerates your early career with hands-on training, licensing support for FINRA SIE, Series 7 and 63, and structured skill development through real client interactions on inbound calls.

As a CRA, you’ll deliver exceptional service, resolve inquiries, assist with trades and money movement, and collaborate with teammates.