Customer Relationship Advocate Job at Fidelity Investments (Jacksonville)

Customer Relationship Advocate

Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind e...

Location

United States , Merrimack

Salary:

Not provided

Fidelity Investments

Expiration Date

Until further notice

Requirements

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

Job Responsibility

Providing outstanding customer service while 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

What we offer

Personalized support, skill development and training
Paid study time and access to valuable resources like licensing coaches and workshops
Explore new career paths through job shadowing and our career center

Fulltime

Customer Relationship Advocate

Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind e...

Location

United States , Smithfield

Salary:

Not provided

Fidelity Investments

Expiration Date

Until further notice

Requirements

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

Job Responsibility

Providing outstanding customer service while 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

What we offer

Personalized support, skill development and training
Fully sponsored FINRA SIE®, Series 7, and 63 licenses
Paid study time
Access to licensing coaches and workshops
Diverse and inclusive workplace
Reasonable accommodations for applicants with disabilities

Fulltime

Customer Relationship Advocate

Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind e...

Location

United States , Covington

Salary:

Not provided

Fidelity Investments

Expiration Date

Until further notice

Requirements

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

Job Responsibility

Providing outstanding customer service while 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

What we offer

Personalized support, skill development and training
Fully sponsored FINRA SIE®, Series 7, and 63 licenses
Paid study time
Access to licensing coaches and workshops
Job shadowing
Career center
Diverse and inclusive workplace

Fulltime

Customer Relationship Advocate Career Development Experience

Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind e...

Location

United States , Westlake

Salary:

Not provided

Fidelity Investments

Expiration Date

Until further notice

Requirements

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

Job Responsibility

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

What we offer

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

Fulltime

Customer Relationship Lead

As the Customer Relationship Lead (WA), you’ll work closely with key practitione...

Location

Australia , Perth

Salary:

Not provided

PEXA UK

Expiration Date

Until further notice

Requirements

Proven experience in relationship management, ideally within FinTech, PropTech, or related environments
Legal or conveyancing background (highly regarded)
Strong commercial acumen and ability to identify problems and promote effective solutions
Excellent communication and negotiation skills with a growth mindset
Ability to understand complex customer issues and drive resolution with confidence
Demonstrated ability to articulate product value propositions
Current driver’s licence and willingness to travel
Customer-centric and relationship-driven
Positive, proactive, and solutions-focused
Confident communicator with strong attention to detail

Job Responsibility

Build and maintain trusted, productive relationships with key practitioner customers to drive loyalty, retention, and satisfaction
Conduct proactive customer meetings and account reviews aligned to retention strategies
Understand customer business needs and identify opportunities to increase utilisation of PEXA products and services
Provide tailored operational reports, insights, and updates on enhancements and new products
Canvass new customers and convert leads in line with set targets
Manage and resolve customer issues as the first point of escalation, ensuring timely follow-through
Advocate for customers internally and contribute to product and platform feedback loops
Champion PEXA’s brand at industry events, pilots, and workshops
Collaborate closely with internal teams including Customer Solutions, Product, Sales, Performance, and Operations
Support the General Manager, Practitioners as required

What we offer

Quarterly wellness days to recharge
Four weeks workcation per year - work from an approved country
Take the opportunity to purchase up to four weeks additional annual leave per year
Learn from the best and upskill with PEXA Academy certifications and grow your career

Fulltime

Customer Success Advocate

As a Customer Success Advocate focused on the SMB and e-commerce segment, you wi...

Location

United States , Exton

Salary:

Not provided

Bentley Systems

Expiration Date

Until further notice

Requirements

2 to 5 years of experience in customer success, account management, or a sales function, with a track record of building productive, trust-based relationships with business customers
Ability to manage competing priorities in a dynamic environment without sacrificing quality of work
Strong written and verbal communication skills
Active listening skills and a consultative approach to problem-solving
Comfort using data to inform decisions and propose solutions
Ability to operate independently while contributing effectively as part of a broader team
Familiarity with Power BI and/or Salesforce is a plus
Genuine investment in delivering a consistently positive customer experience and a motivation to see the customers you support succeed

Job Responsibility

Take direct accountability for the growth of your SMB customer portfolio
Identify expansion opportunities within the existing customer base
Guide users through the full post-purchase journey from initial adoption to expansion
Proactively surface new opportunities before customers think to ask
Serve as the consistent presence in the customer experience from onboarding forward
Develop deep, substantive relationships with customers grounded in a genuine understanding of their goals and challenges
Lead structured onboarding sessions and maintain clear, timely follow-up communications
Consistently look for ways to add value beyond the immediate transaction
Partner with Product, Sales, Success, and Marketing teams to ensure users receive a seamless, consistent experience across every touchpoint
Channel customer feedback to the Product team to inform solution development

What we offer

A great Team and culture
An exciting career as an integral part of a world-leading software company providing solutions for architecture, engineering, and construction
An attractive salary and benefits package
A commitment to inclusion, belonging and colleague wellbeing through global initiatives and resource groups
A company committed to making a real difference by advancing the world’s infrastructure for better quality of life

Fulltime

Sr Customer Service Advocate

This role has been designed as ‘’Onsite’ with an expectation that you will prima...

Location

India , Chennai

Salary:

Not provided

Hewlett Packard Enterprise

Expiration Date

Until further notice

Requirements

Typically a Bachelor's degree or equivalent experience and/or 1-2 years related experience or Master's degree
Basic knowledge in the field of Customer Relations
Demonstrated verbal communication and customer service skills
Knowledge of microcomputer hardware
Basic- level knowledge of operating systems software
Demonstrated writing/correspondence skills
Accountability
Action Planning
Active Learning
Active Listening

Job Responsibility

knowledge in the field of Customer Relations
Demonstrated verbal communication and customer service skills
Knowledge of microcomputer hardware
basic- level knowledge of operating systems software
Demonstrated writing/correspondence skills

What we offer

Health & Wellbeing
Personal & Professional Development
Unconditional Inclusion

Sr Customer Service Advocate

This role has been designed as ‘’Onsite’ with an expectation that you will prima...

Location

India , Chennai

Salary:

Not provided

Hewlett Packard Enterprise

Expiration Date

Until further notice

Requirements

Typically a Bachelor's degree or equivalent experience and/or 1-2 years related experience or Master's degree
Basic knowledge in the field of Customer Relations
Demonstrated verbal communication and customer service skills
Knowledge of microcomputer hardware
Basic- level knowledge of operating systems software
Demonstrated writing/correspondence skills
Accountability
Action Planning
Active Learning
Active Listening

Job Responsibility

knowledge in the field of Customer Relations
Demonstrated verbal communication and customer service skills
Knowledge of microcomputer hardware, basic- level knowledge of operating systems software
Demonstrated writing/correspondence skills

What we offer

Health & Wellbeing
Personal & Professional Development
Unconditional Inclusion

Select Country

Customer Relationship Advocate

Job Description

Job Responsibility

Requirements

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Looking for more opportunities?

Customer Relationship Advocate

Customer Relationship Advocate

Customer Relationship Advocate

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Customer Relationship Advocate Career Development Experience

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Sr Customer Service Advocate

Sr Customer Service Advocate

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