Customer Relationship Advocate Career Development Experience- Smithfield, RI
Fidelity(3 months ago)
About this role
Customer Relationship Advocate (CRA) at Fidelity is an early-career, licensed customer-facing role that provides outstanding service via inbound phone support to retail clients. The position is part of a structured development program offering personalized training and sponsorship to obtain FINRA licenses (SIE, Series 7, Series 63). Associates are supported through skill development milestones and given career-growth opportunities within the firm.
Required Skills
- Customer Service
- Licensing Prep
- Communication
- Problem Solving
- Multitasking
- Technology
- Trade Processing
- Money Movement
Qualifications
- SIE
- 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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