Customer Service Representative- Smithfield, RI
Fidelity(3 months ago)
About this role
An early-career Customer Relationship Advocate (CRA) at Fidelity participates in a structured training and licensing program to become a registered representative. The role is designed to develop financial services knowledge through sponsored SIE, Series 7, and Series 63 licenses and offers clear milestones for growth, coaching, and internal career mobility.
Required Skills
- Customer Service
- Phone Support
- Trade Processing
- Money Movement
- Online Support
- Problem Solving
- Critical Thinking
- Multi-Tasking
- Tech Savvy
- Communication
+3 more
Qualifications
- SIE
- Series 7
- Series 63
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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