Customer Service Representative- Merrimack, NH

Fidelity(5 months ago)

HybridFull TimeTrainee$43,127 - $58,544 (estimated)Customer Service

About this role

Customer Relationship Advocate (CRA) at Fidelity is an entry-level, client-facing role providing licensed customer service via inbound phone support for brokerage and retirement clients. The position includes a structured licensing program sponsored by Fidelity to obtain the SIE, Series 7, and Series 63 exams and offers training and career development through staged milestones. The role emphasizes early-career skill building, industry knowledge, and pathways for internal career progression.

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Required Skills

Customer Service
Phone Support
Licensing
Trade Requests
Money Movement
Online Support
Relationship Building
Problem Solving
Analytical Skills
Multi-Tasking

+2 more

Qualifications

SIE
Series 7 - FINRA
Series 63 - FINRA

About Fidelity

fidelity.com

Fidelity 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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