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Fidelity Investments

via Lensa

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Customer Relationship Advocate Career Development Experience- Covington, KY

Anywhere
full-time
Posted 9/17/2025
Key Skills:
Customer Service
Financial Licensing
Communication
Interpersonal Skills
CRM Software
Training and Development

Compensation

Salary Range

$50K-65K a year

Responsibilities

Provide outstanding customer service as a licensed professional while supporting early career growth through training and skill development.

Requirements

Valid financial services license or willingness to obtain one, excellent communication skills, 1-2 years of customer service or financial services experience, and a strong customer service orientation.

Full Description

Job Title: Customer Relationship Advocate Career Development Experience Company Overview: Fidelity Investments is a leading financial services corporation dedicated to helping individuals and institutions achieve their financial goals. With a commitment to innovation and customer-centric solutions, Fidelity offers a dynamic work environment that fosters growth and development. Role Overview: As a Customer Relationship Advocate (CRA) in our Career Development Experience program, you will be a licensed professional delivering exceptional customer service while gaining personalized support and skill development. This role is designed to accelerate your early career growth through comprehensive training and hands-on experience. What You'll Do: - You will provide outstanding service to customers by addressing their financial needs and inquiries. - You will build and maintain strong relationships with clients to enhance their experience with Fidelity. - You will utilize your licensing to offer informed guidance on financial products and services. - You will participate in ongoing training and development programs to expand your professional skills. - You will collaborate with team members to ensure seamless service delivery. - You will document customer interactions accurately and efficiently. - You will identify opportunities to improve customer satisfaction and contribute to team goals. What You Bring: - You have a valid financial services license or are willing to obtain one. - You possess excellent communication and interpersonal skills. - You have a strong customer service orientation with the ability to handle complex inquiries. - You demonstrate a willingness to learn and adapt in a fast-paced environment. - You have at least 1-2 years of experience in customer service or financial services. Bonus Points If You Have: - Experience working in financial services or investment firms. - Additional certifications related to finance or customer service. - Proficiency with CRM software and financial tools. - Bilingual abilities to support diverse customer needs. What We Offer: - We offer comprehensive training and career development opportunities. - We offer a supportive and inclusive work culture focused on your growth. - We offer competitive compensation and benefits packages. - We offer flexible work schedules to promote work-life balance. - We offer access to cutting-edge technology and resources. Ready to Apply? Submit your application through our careers page at Fidelity Investments and take the first step toward a rewarding career with us.

This job posting was last updated on 9/17/2025

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