$50K-65K a year
Provide outstanding customer service while building strong client relationships and participating in ongoing training to support career growth.
High school diploma or equivalent, excellent communication skills, strong desire to learn, and ability to work in a fast-paced environment.
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 strong commitment to innovation and customer service, Fidelity offers a dynamic work environment where employees can grow and thrive. 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 receiving 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 customer service by addressing client inquiries and resolving issues efficiently. - You will build and maintain strong relationships with customers to enhance their experience with Fidelity. - You will participate in ongoing training and development programs to expand your financial knowledge and professional skills. - You will collaborate with team members and other departments to ensure seamless service delivery. - You will utilize Fidelity’s tools and resources to support clients’ financial goals. - You will maintain compliance with regulatory requirements and company policies. - You will contribute to a positive team environment by sharing insights and best practices. What You Bring: - You have a high school diploma or equivalent; a college degree is preferred. - You possess excellent communication and interpersonal skills. - You have a strong desire to learn and grow within the financial services industry. - You are detail-oriented with the ability to manage multiple tasks effectively. - You are comfortable working in a fast-paced, customer-focused environment. Bonus Points If You Have: - Previous experience in customer service or financial services. - Licenses such as FINRA Series 6 or 7, or willingness to obtain them. - Proficiency with CRM software and Microsoft Office Suite. - Bilingual abilities to support diverse client needs. What We Offer: - We offer a comprehensive training program designed to accelerate your career development. - We offer competitive compensation and benefits including health, dental, and vision insurance. - We offer opportunities for advancement within Fidelity’s extensive network. - We offer a supportive and inclusive workplace culture. - We offer flexible work schedules to promote work-life balance. Ready to Apply? Submit your application through Fidelity Investments’ career portal with your resume and cover letter. We look forward to helping you grow your career with us.
This job posting was last updated on 9/25/2025