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Entry Level Customer Relationship Advocate
Entry Level Customer Relationship AdvocateFidelity Investments • Derry, NH, United States
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Entry Level Customer Relationship Advocate

Entry Level Customer Relationship Advocate

Fidelity Investments • Derry, NH, United States
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Join Our Team!

Are you ready to kickstart your career in customer service with an innovative and supportive team? As an Entry Level Customer Relationship Advocate, you will have the unique opportunity to enhance your skills and grow professionally at Fidelity. In this role, you will provide exceptional customer service while handling inbound phone calls and assisting our valued clients with various inquiries.

What to Expect :

You will embark on an engaging journey of professional growth through three key milestones :

  • Licensing Preparation :

In the initial months, you will prepare to become a FINRA Registered Representative by studying for the SIE®, Series 7, and 63 licenses. This process is fully sponsored by Fidelity and includes paid study time and access to resources like licensing coaches and workshops.

  • Skill Development :
  • As you advance, you'll manage more complex customer interactions, dedicating time to connect with your team and leaders, while expanding your professional network.

  • Proficiency :
  • As you gain confidence, you'll have the chance to explore new career paths within Fidelity through job shadowing and our career center.

    The Skills and Attributes You Bring :

  • A strong commitment to completing the FINRA SIE®, Series 7, and Series 63 exams, leveraging our premier licensing program.
  • A passion for continuous learning and a knack for quickly absorbing new concepts.
  • Ability to connect with customers, facilitating meaningful and efficient conversations.
  • Capability to navigate different situations and emotions while striving for effective resolutions.
  • A growth mindset characterized by adaptability and personal accountability.
  • Strong problem-solving skills, with the ability to assess scenarios and apply resources effectively.
  • Comfort and confidence in using new technologies and navigating multiple systems.
  • Note : Fidelity does not provide immigration sponsorship for this position.

    The Team :

    We believe that our greatest asset is our people. Fidelity is committed to fostering a diverse workforce and a culture of belonging. Our benefits are designed to help you and your loved ones achieve a healthy work-life balance, including maternal and parental leave, tuition reimbursement, 401(K) matching, health, dental and vision insurance, and much more.

    The position requires hybrid work, meaning you will work onsite every other week in our Merrimack, NH office. Please note that all roles at Fidelity are governed by various securities laws that may restrict hiring based on criminal histories.

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    Customer Advocate • Derry, NH, United States

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