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Fidelity Investments

via Lensa

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Customer Relationship Advocate Career Development Experience- Covington, KY

Anywhere
full-time
Posted 9/16/2025
Key Skills:
Customer Service
Financial Licensing
Communication
Problem-Solving
Team Collaboration
Compliance
CRM Software

Compensation

Salary Range

$50K-65K a year

Responsibilities

Provide outstanding customer service while maintaining compliance and building strong customer relationships through effective communication and problem-solving.

Requirements

1-2 years of customer service or financial services experience, strong communication skills, motivation to obtain financial licenses, and ability to work in a fast-paced team environment.

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 fosters a dynamic and inclusive work environment that supports career 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 valuable skills and training. This role is designed to accelerate your early career growth by providing personalized support and opportunities to develop expertise in financial services. What You'll Do: - You will provide outstanding service to customers by addressing their financial needs and inquiries with professionalism and care. - You will maintain and build strong customer relationships through effective communication and problem-solving. - You will complete required licensing and training programs to enhance your knowledge and skills. - You will collaborate with team members and leadership to ensure a seamless customer experience. - You will utilize Fidelity’s tools and resources to deliver accurate and timely information. - You will identify opportunities to educate customers about Fidelity’s products and services. - You will contribute to a positive team environment by sharing insights and feedback. - You will adhere to compliance and regulatory standards in all customer interactions. What You Bring: - You have 1-2 years of experience in customer service or financial services. - You possess strong communication and interpersonal skills. - You are motivated to obtain and maintain relevant financial licenses. - You demonstrate problem-solving abilities and attention to detail. - You are comfortable working in a fast-paced, team-oriented environment. Bonus Points If You Have: - Experience with financial products or services. - Previous licensing such as Series 6 or 7. - Familiarity with CRM software and customer engagement tools. - A passion for continuous learning and professional development. What We Offer: - We offer comprehensive training and licensing support to help you grow your career. - We offer competitive compensation and benefits packages. - We offer a collaborative and inclusive workplace culture. - We offer opportunities for advancement within Fidelity. - We offer flexible work arrangements to support work-life balance. Ready to Apply? To join our team as a Customer Relationship Advocate and kickstart your career with Fidelity Investments, please submit your application through our careers portal at www.fidelitycareers.com.

This job posting was last updated on 9/16/2025

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