Customer Relationship Advocate Career Development Experience

• Answering inbound phone calls and supporting Fidelity's valued clients
• Develop skills to assist with a broad range of client needs, including trade requests, money movement, online support
• Handle more complex customer calls
• Explore new career paths through job shadowing and our career center

• Aptitude and dedication to complete the FINRA SIE, Series 7 Top Off and Series 63 exams through our industry-leading licensing program
• Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making
• A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient
• Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions
• A desire for growth and a mindset that generates long term success through adaptability and personal accountability
• Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution
• Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously

Paid study time and access to valuable resources like licensing coaches and workshops for FINRA SIE, Series 7, and 63 licenses fully sponsored by Fidelity