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Customer Relationship Advocate

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Fidelity Investments

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Location:
United States , Jacksonville

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Category:
Customer Service

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity’s valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more!

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

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
What we offer:
  • Personalized support, skill development and training
  • Fully sponsored FINRA licensing (SIE®, Series 7, Series 63) with paid study time, licensing coaches and workshops
  • Career center access
  • Job shadowing opportunities
  • Hybrid work model
  • Diverse and inclusive workplace
  • Reasonable accommodations for applicants with disabilities

Additional Information:

Job Posted:
April 21, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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