RemoteWorker CA
Location: Covington,KY, USA
Date: 2024-12-12T08:33:36Z
Job Description:
Job Description:Customer Relationship Advocate Career Development ExperienceJoin our team of Customer Relationship Advocates (CRA) for a variety-filled experience where you'll have dedicated time to focus on growth, career development and renewal while you support our customers by taking inbound calls. Are you interested in Financial Services? This might be the right opportunity for you. This first-of-its-kind experience supercharges your early career and growth at Fidelity with personalized support, knowledgeable career guides and celebration of your achievements, while learning about Fidelity and building skills and experiences. In this role, you will assist our clients with a broad range of needs including answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades.What to expect...First four months, prepare to become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 and 63 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time, with readily available resources that you can take advantage of including licensing coaches and group workshops. These exams can be challenging but we are here to help!Subsequent months, begin taking customer calls with increasing complexity over time to develop and hone your skills. Engage in dedicated time each week to connect and refuel - by exploring the career center, networking with colleagues, taking online classes, and more!As you gain confidence and develop proficiency serving customers, get more variety in your work week by spending time building advanced skills aligned with the next role that interests you.The Skills You BringDesire to establish rapport and relationships with customers and the team through effective communicationExperience in customer service, call center, or financial services preferredA strong interest in financial servicesExceptional Problem-solving skills and a demonstrated history of overcoming academic or professional challengesAbility and flexibility to work in a hybrid  work setting, both at home and in officeComfortable with technology and ability to navigate multiple systems simultaneouslyAbility to handle different types of situations, emotions and conversations driving towards a resolution suitable for allAptitude to complete our industry-leading paid development experience will fully prepare you to engage with customers while taking the SIE, Series 7 Top Off and Series 63 examsEnthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly and retaining information to assist with decision-makingThe Value You DeliverDemonstrate empathy and passion for helping people and ensure an excellent customer experience through a phone interactionService varied customer needs, including balance inquiries, money movement, trading, and moreAnswer questions and provide resources to deepen client understanding and build confidenceCertifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 63 Required to obtain within the first 3.5 months.Company OverviewFidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.Join UsAt Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home.Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.#J-18808-Ljbffr
Apply Now!