Customer Relationship Advocate Career Development Program- Durham, NC
Company: Fidelity Investments
Posted on: November 25, 2022
Are you ready to launch a career at Fidelity?
Our Customer Relationship Advocate role is a springboard to an
amazing career in which you change the lives of customers! The
Customer Relationship Advocate role is similar to Entry Level
Customer Service, Call Center Representative or Customer Service
Representative roles. With Fidelity benefits and support, it could
change yours as well. You'll have continuous career development and
advancement opportunities available within the first year!
In this role your training and onboarding provides an opportunity
to learn about Fidelity and build skills, experiences, and
connections that will help advance your career. You'll help
customers feel more confident, make clearer decisions, and achieve
their own financial dreams. You will assist our clients with a
broad range of needs including answering questions about account
balances, making withdrawals, transferring funds, identifying
resources, and placing trades for a variety of securities.
How it works
You will join a cohort of associates that is supported by a group
of leaders, coaches, mentors, and peers.
- During the first four months, spend time onboarding, training,
and preparing to become a FINRA (Financial Industry Regulatory
Authority) Registered Representative (acquire your Series 7 and 63
license, fully paid and sponsored by Fidelity). Begin to put your
skills and newly acquired licenses to use as you start to take
calls from our clients.
- In the subsequent months, continue taking customer calls with
added complexities to develop and hone your skills. There will also
be dedicated time to join team activities, get well-being support,
and career coaching as we focus on helping you begin charting your
- As you gain confidence and develop proficiency serving
customers, you will get more variety in your work week by spending
time building advanced skills aligned with the next role that
interests you. Advantages of the program
YOU ARE SUPPORTED. We provide all the training needed, you do not
need a finance background or a college degree to succeed in the
program. Our industry-leading paid training program offers a
uniquely developed onboarding and experiential learning experience
that develops skills needed service customers and study support to
acquire your licenses.
YOU ARE CELEBRATED. Your achievements will be recognized and
celebrated as you progress through the program.
YOU ARE GROWING. The career coaching you will receive will help you
understand the array of career opportunities at Fidelity, identify
a career path that fits your interests, passions, and strengths,
and chart a course to help you grow.
YOU CAN EXPLORE. Through variety of work, spend a percentage of
time in your week on development activities and doing work that
goes beyond answering customer calls.
As a Customer Service Representative, you play a critical role
educating our customers and ensuring they have an excellent
experience. This full-time hourly position answering phone calls
offers the opportunity to work extra hours based on the business
needs and your availability.
The Skills You Bring
- Ability to establish rapport and relationships through
- Listening and compassion skills to support the challenges of
our diverse customers
- Adaptability and flexibility in various work environments
(i.e., working from home, overtime, etc.)
- Handle different types of situations and conversations driving
towards a resolution suitable for all
- Self-motivated teammate with strong communication skills that
brings energy and passion to the team
- Aptitude to complete our industry-leading development program
that will fully prepare you to engage with customers while taking
the SIE, Series 7 Top Off and Series 63 exams
- A desire for continual learning and dedication to study and
apply new concepts, learning quickly and retaining information to
assist with decision-making The Value You Deliver
Demonstrate empathy and passion for helping people, ensuring an
excellent customer experience:
- Service varied customer needs, including balance inquiries,
money movement, trading, and more
- Answer questions and provide resources to deepen understanding
and build confidence Our Investments in You
Our benefit programs (opens in a new tab) are crafted to help you
and your loved ones strike the perfect balance. Here are a few
featured benefits (not all benefits are listed) Maternal and
Parental Leave, Tuition Reimbursement, Student Loan Assistance,
401(K) 7% match, Health Insurance, Dental Insurance, Vision
Insurance, Disability Insurance, Paid Time off, Commuter Benefit
Program, Backup Dependent Care, Charitable match, Concierge
Services, Wellness Program, and Fitness Reimbursement)
Sound too good to be true? See for yourself and learn more about
our benefits offerings:
- Click to hear from a few of our associates about the
outstanding benefits Fidelity offers: Benefits at Fidelity
Investments (opens in a new tab)
- Click here for a local news story about how we are helping our
employee's payback their student loan debt(opens in a new tab)
Certifications: You will be given paid time and support to obtain
Series 07 - FINRA, Series 63 - FINRA
Learn More: Dynamic Working (opens in a new tab)
Series 07 - FINRA, Series 63 - FINRA
Fidelity Investments is a privately held company with a mission to
strengthen the financial well-being of our clients. We help people
invest and plan for their future. We assist companies and
non-profit organizations in delivering benefits to their employees.
And we provide institutions and independent advisors with
investment and technology solutions to help invest their own
At Fidelity, you'll find endless opportunities to build a
meaningful career that positively impacts peoples' lives, including
yours. You can take advantage of flexible benefits that support you
through every stage of your career, empowering you to thrive at
work and at home. Honored with a Glassdoor Employees' Choice Award
, we have been recognized by our employees as a Best Place to Work
in 2022. And you don't need a finance background to succeed at
Fidelity-we offer a range of opportunities for learning so you can
build the career you've always imagined.
Many of our associates are continuing to work remotely temporarily
due to COVID-19. When Fidelity employees eventually return to the
office, our goal is for most people to work flexibly in a way that
balances both personal and business needs with time onsite and
offsite through what we're calling " Dynamic Working ."
We invite you to Find Your Fidelity at .
Fidelity Investments is an equal opportunity employer. We believe
that the most effective way to attract, develop and retain a
diverse workforce is to build an enduring culture of inclusion and
Fidelity will reasonably accommodate applicants with disabilities
who need adjustments to participate in the application or interview
process. To initiate a request for an accommodation, contact the HR
Accommodation Team by sending an email to , or by calling , prompt
2, option 3.
We welcome those with experience in jobs such as Stock Associate,
General Store Manager, and Sales Floor and others in the Retail to
Keywords: Fidelity Investments, Greenville , Customer Relationship Advocate Career Development Program- Durham, NC, Hospitality & Tourism , Halifax, North Carolina
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