Customer Relationship Advocate Career Development Experience- Salt Lake City, UT
Fidelity(1 month ago)
About this role
As a Customer Relationship Advocate at Fidelity, you will provide exceptional customer service to clients while handling inbound calls and assisting with various client needs. This role supports your early career growth with training, skill development, and the opportunity to obtain necessary FINRA licenses, fully sponsored by Fidelity.
Required Skills
- Customer Service
- Communication Skills
- Problem-Solving
- Adaptability
Qualifications
- Series 07 - FINRA
- Series 63 - FINRA
About Fidelity
fidelity.comFidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.
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