Talent.com
Customer Relationship Advocate Career Development Experience- Greenwood Village, CO
Customer Relationship Advocate Career Development Experience- Greenwood Village, COFidelity Investments • Golden, CO, US
Customer Relationship Advocate Career Development Experience- Greenwood Village, CO

Customer Relationship Advocate Career Development Experience- Greenwood Village, CO

Fidelity Investments • Golden, CO, US
job_description.job_card.variable_hours_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Job Description : The Role

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!

What to expect

As a new CRA, you'll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones :

  • Licensing Preparation

In the first months, you'll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE , Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we're here to support you every step of the way! (Learn More)

  • Skill Development
  • In the following months, you'll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network.

  • Proficiency
  • As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center.

    The Expertise and Skills You Bring

  • 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.
  • Note : Fidelity is not providing immigration sponsorship for this position

    The Team

    Our Greatest Asset is Our People

    We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community.

    Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed) : Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, and Wellness Program. (Learn More)

    The base salary range for this position is $42,000 - $60,000 per year.

    Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.

    Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

    We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

    Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.

    Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and / or associating with individuals with certain Criminal Histories.

    Certifications : Series 07 - FINRA, Series 63 - FINRA Category : Customer Service, Sales

    serp_jobs.job_alerts.create_a_job

    Customer Advocate • Golden, CO, US

    Job_description.internal_linking.related_jobs
    Customer Service - Bank

    Customer Service - Bank

    Charles Schwab • EVERGREEN, CO, United States
    serp_jobs.job_card.full_time
    At Schwab, you’re empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry togeth...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Senior Customer Support Manager

    Senior Customer Support Manager

    VirtualVocations • Boulder, Colorado, United States
    serp_jobs.job_card.full_time
    A company is looking for a Senior Manager, Global Customer Support.Key Responsibilities Manage and mentor a team of support professionals to ensure high-quality customer interactions Oversee sup...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Travel Behavioral Health Tech in Golden, CO

    Travel Behavioral Health Tech in Golden, CO

    AlliedTravelCareers • Golden, CO, US
    serp_jobs.job_card.full_time
    AlliedTravelCareers is working with Aequor to find a qualified Behavioral Health Tech in Golden, Colorado, 80401!.Registered Behavioral Tech (RBT). With Aequor, you can enjoy the freedom to advance ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Customer Service Representative

    Customer Service Representative

    UnitedHealth Group • Golden, CO, United States
    serp_jobs.job_card.full_time
    This position follows a hybrid schedule with some days onsite and some days from home per week.Our office is located at 1707 Cole Blvd, Suite 100, Golden, CO. Optum CO is seeking a Customer Service ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Certified Occupational Therapist Assistant

    Certified Occupational Therapist Assistant

    Cherrelyn Healthcare Center • Golden, Colorado, us
    serp_jobs.job_card.full_time
    Please note before applying for this position, you must hold an active license to treat in Occupational Therapy in addition to any other degrees or certifications. Job Summary : The Certified Occupat...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Customer Service / Benefits Advisor (Work from home)

    Customer Service / Benefits Advisor (Work from home)

    Professional Career Solutions • Boulder, Colorado
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We're looking for candidates with great customer service skills to fill our Remote Customer Service role!.This role is entirely remote and offers full-time / Part time hours with flexibility.We are r...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Life Enrichment Associate II $20.75 - $22.88 / hour

    Life Enrichment Associate II $20.75 - $22.88 / hour

    Christian Living Communities • Morrison, CO, US
    serp_jobs.job_card.full_time
    Assists in the planning and implementation of meaningful activities, appropriate to the individual needs and interests of the participants. Helps to provide programs as well as one to one activities...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Customer Support Representative

    Customer Support Representative

    VirtualVocations • Boulder, Colorado, United States
    serp_jobs.job_card.full_time
    A company is looking for a Member Experience Team Member Tier 1.Key Responsibilities Serve as the first point of contact via multiple channels, providing professional support Investigate and res...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Remote Customer Service (50k-90k per year)

    Remote Customer Service (50k-90k per year)

    Professional Careers • Boulder, Colorado
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We're looking for candidates with great customer service skills to fill our Remote Customer Service role!.This role is entirely remote and offers full-time / Part time hours with flexibility.We are r...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Remote Customer Service Representatives - AI Trainer ($60-$80 per hour)

    Remote Customer Service Representatives - AI Trainer ($60-$80 per hour)

    Mercor • Boulder, Colorado, US
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    About the Role • • Mercor is seeking experienced • •customer services representatives • • to support a leading AI lab in advancing research and infrastructure for next-generation machine learning system...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Remote Side Hustle Evaluator - Flexible Online Gig Work

    Remote Side Hustle Evaluator - Flexible Online Gig Work

    Finance Buzz • Bailey, Colorado, US
    serp_jobs.filters.remote
    serp_jobs.job_card.temporary
    Are you looking to earn extra income from the comfort of your home? We're seeking motivated individuals to explore and test a variety of remote side hustle opportunities featured on FinanceBuzz.Thi...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Travel - MRI Tech

    Travel - MRI Tech

    Titan Medical (Nebraska) • Bailey, CO, United States
    serp_jobs.job_card.full_time
    WHEN YOU WORK FOR US, WE WORK FOR YOU.With Titan Medical, you gain access to thousands of travel nursing and allied health jobs across the country. You also get unmatched service.From the moment you...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Therapist / Occupational Therapy / Colorado / Occupational Therapist (OT) Job

    Therapist / Occupational Therapy / Colorado / Occupational Therapist (OT) Job

    The Stepping Stones Group, LLC • Bailey, CO, United States
    serp_jobs.job_card.full_time
    Together we can stand even stronger behind our mission to bring children and families first-class occupational therapy services. As industry leaders, we'll continue to bring you unrivaled opportunit...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Occupational Therapist (OT) - Your Calling, Close to Home and Heart

    Occupational Therapist (OT) - Your Calling, Close to Home and Heart

    Encompass Health Rehabilitation Hospital of Littleton • Morrison, CO, US
    serp_jobs.job_card.full_time +1
    Occupational Therapist Career Opportunity.Your Calling, Close to Home and Heart.Are you in pursuit of a career that's more than a job, one that aligns with your heart and community? We believe ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Benefits Customer Service Advisor - Work from home (50k-90k per year)

    Benefits Customer Service Advisor - Work from home (50k-90k per year)

    Professional Careers • Boulder, Colorado
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We're looking for candidates with great customer service skills to fill our Remote Customer Service role!.This role is entirely remote and offers full-time / Part time hours with flexibility.We are r...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Customer Service Representative (Remote Position)

    Customer Service Representative (Remote Position)

    GOLD GATE • Boulder, Colorado
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    serp_jobs.filters_job_card.quick_apply
    Customer Service Representative (Remote Position).Part-Time : $15–$18 per hour.Full-Time : $17–$22 per hour.We are seeking a friendly, patient, and professional Remote Customer Service Re...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Lead Retail Customer Service Associate

    Lead Retail Customer Service Associate

    FedEx • Boulder, CO, US
    serp_jobs.job_card.full_time
    The Lead Consultant is knowledgeable in all areas of the Store’s business, including print, signs & graphics, and shipping, and consistently delivers a positive customer experience to all customers...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Licensed Marriage and Family Therapist (LMFT) - Superior, CO (REMOTE)

    Licensed Marriage and Family Therapist (LMFT) - Superior, CO (REMOTE)

    OptiMindHealth • Superior, CO, United States
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    Licensed Marriage and Family Therapist (LMFT) $62.Position Requirement : Remote Full-Time and Part-time Positions Available. If you are looking for a new opportunity to grow with a clinician founded ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted