Fidelity Investments
Entry Level Customer Relationship Advocate
Fidelity Investments - Candia, New Hampshire, us, 03034
Work at Fidelity Investments
Overview
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Overview
The Role
Join our dynamic team as an Entry Level Customer Relationship Advocate (CRA). This innovative position accelerates your early career growth at Fidelity through personalized support, skill development, and comprehensive training. As a licensed professional, you'll deliver exceptional customer service while managing inbound phone calls and assisting Fidelity's valued clients across various needs, including trade requests, money movement, online support, and much more!
What to Expect
As a new CRA, you will dive into the financial services industry, apply new concepts, develop essential skills, and challenge yourself to meet new goals through
three major milestones: Licensing Preparation In your first months, you will prepare to obtain your FINRA (Registered Representative) credentials by studying for the SIE®, Series 7, and Series 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. Rest assured, we support you every step of the way! Skill Development In the following months, you will navigate more complex customer calls while dedicating weekly time to connect with your team, meet with your leader, and broaden your professional network. Proficiency As you gain confidence and proficiency in serving customers, you will have the opportunity to explore new career paths through job shadowing and our career development center. The Expertise and Skills You Bring A strong commitment to complete the FINRA SIE®, Series 7 Top Off, and Series 63 exams through our leading licensing program. A passion for continuous learning, with the ability to quickly absorb and apply new concepts and retain information for effective decision-making. A genuine desire to connect with customers, facilitating meaningful and efficient conversations that prioritize resolutions. Exceptional capacity to navigate varying situations and emotions, driving towards suitable resolutions. An ambition to grow, fostering a mindset for long-term success through adaptability and personal accountability. Outstanding critical and analytical problem-solving skills to interpret scenarios, leverage available resources, and find effective solutions. Comfortable navigating new technologies or proprietary platforms, with confidence in handling multiple systems simultaneously. Note:
Fidelity is not providing immigration sponsorship for this position. The Team Our Greatest Asset is Our People We are dedicated to building a diverse workforce, fostering a culture of belonging, and creating inclusive experiences for our associates, customers, and communities. Our benefits programs are crafted to help you and your loved ones achieve a healthy work-life balance. Some featured benefits include: Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) with 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time Off, Commuter Benefit Program, Backup Dependent Care, Charitable Match, Concierge Services, and a Wellness Program. Fidelity's hybrid work model combines the best aspects of onsite and remote work experiences. Onsite engagement is crucial for our business strategy and culture, with most hybrid roles requiring associates to work onsite every other week (all business days, M-F) at a Fidelity office.
three major milestones: Licensing Preparation In your first months, you will prepare to obtain your FINRA (Registered Representative) credentials by studying for the SIE®, Series 7, and Series 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. Rest assured, we support you every step of the way! Skill Development In the following months, you will navigate more complex customer calls while dedicating weekly time to connect with your team, meet with your leader, and broaden your professional network. Proficiency As you gain confidence and proficiency in serving customers, you will have the opportunity to explore new career paths through job shadowing and our career development center. The Expertise and Skills You Bring A strong commitment to complete the FINRA SIE®, Series 7 Top Off, and Series 63 exams through our leading licensing program. A passion for continuous learning, with the ability to quickly absorb and apply new concepts and retain information for effective decision-making. A genuine desire to connect with customers, facilitating meaningful and efficient conversations that prioritize resolutions. Exceptional capacity to navigate varying situations and emotions, driving towards suitable resolutions. An ambition to grow, fostering a mindset for long-term success through adaptability and personal accountability. Outstanding critical and analytical problem-solving skills to interpret scenarios, leverage available resources, and find effective solutions. Comfortable navigating new technologies or proprietary platforms, with confidence in handling multiple systems simultaneously. Note:
Fidelity is not providing immigration sponsorship for this position. The Team Our Greatest Asset is Our People We are dedicated to building a diverse workforce, fostering a culture of belonging, and creating inclusive experiences for our associates, customers, and communities. Our benefits programs are crafted to help you and your loved ones achieve a healthy work-life balance. Some featured benefits include: Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) with 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time Off, Commuter Benefit Program, Backup Dependent Care, Charitable Match, Concierge Services, and a Wellness Program. Fidelity's hybrid work model combines the best aspects of onsite and remote work experiences. Onsite engagement is crucial for our business strategy and culture, with most hybrid roles requiring associates to work onsite every other week (all business days, M-F) at a Fidelity office.