Onsite Customer Relationship Advocate: Licensing & Growth

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

Benefits offered by this job

Health Insurance

401(K) match

Maternal and Parental Leave

Student Loan Assistance

Paid Time off

Wellness Program

Job summary

Fidelity Investments Inc. is seeking a Customer Relationship Advocate to provide outstanding support to clients via inbound calls while preparing for FINRA licensing exams (SIE, Series 7, 63) sponsored by Fidelity.

You will develop skills in trades, money movement, and online support within a collaborative team environment. You will complete milestones including licensing prep, skill development, and proficiency growth, with access to coaching and career resources as you advance your Fidelity

Qualifications

• Finish FINRA SIE, Series 7 Top Off and Series 63 exams through Fidelity's licensing program.
• Demonstrate ability to learn quickly, internalize new concepts and apply them to customer situations.
• Build rapport with customers and work toward efficient, resolution-focused outcomes.
• Develop growth mindset and accountability for long-term career success.

Responsibilities

• Handle inbound calls and provide exceptional customer service to Fidelity clients.
• Support clients with trade requests, money movement, and online banking tasks.
• Prepare for licensing exams with provided study time and coaching.
• Engage in ongoing skill development and career path exploration.

Skills

FINRA licensing prep

Customer service excellence

Communication skills

Problem solving

Adaptability

Learning new technology

Job description

Fidelity Investments Inc. is seeking a Customer Relationship Advocate to provide outstanding support to clients via inbound calls while preparing for FINRA licensing exams (SIE, Series 7, 63) sponsored by Fidelity.

You will develop skills in trades, money movement, and online support within a collaborative team environment. You will complete milestones including licensing prep, skill development, and proficiency growth, with access to coaching and career resources as you advance your Fidelity