Customer Relationship Advocate Career Development Experience- Westlake, TX
Fidelity Investments, Roanoke, TX, United States
Customer Relationship Advocate Career Development Experience - Westlake, TX
Join our team of Customer Relationship Advocates (CRA) at
Fidelity Investments . This unique program accelerates your early career growth with personalized support, skill development, and training.
Role Overview
As a licensed professional, you will provide exceptional customer service by answering inbound calls and supporting Fidelity’s clients with a variety of needs, including trade requests, money movements, and online support.
Program Milestones
Licensing Preparation:
Prepare for FINRA registration (SIE, Series 7, and 63 licenses) with fully sponsored study time, resources, and coaching.
Skill Development:
Handle more complex calls, engage with your team, and expand your network.
Proficiency and Career Growth:
Gain confidence, explore new career paths through job shadowing, and utilize our career center.
Candidate Qualifications
Dedication to completing FINRA licensing exams through our program.
Enthusiasm for learning, quick application of new concepts, and decision-making skills.
Ability to build rapport and communicate effectively with customers.
Adaptability, personal accountability, and problem-solving skills.
Comfort with technology and navigating multiple systems.
Additional Information
Fidelity does not sponsor immigration for this role.
We value diversity and inclusion, offering comprehensive benefits such as parental leave, tuition reimbursement, 401(k) match, health insurance, and more.
This position is part of our hybrid work model, requiring onsite presence every other week.
Job Details
Seniority Level: Internship
Employment Type: Full-time
Job Function: Other
Referrals can double your chances of interview consideration. Sign in to set job alerts for similar roles.
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Fidelity Investments . This unique program accelerates your early career growth with personalized support, skill development, and training.
Role Overview
As a licensed professional, you will provide exceptional customer service by answering inbound calls and supporting Fidelity’s clients with a variety of needs, including trade requests, money movements, and online support.
Program Milestones
Licensing Preparation:
Prepare for FINRA registration (SIE, Series 7, and 63 licenses) with fully sponsored study time, resources, and coaching.
Skill Development:
Handle more complex calls, engage with your team, and expand your network.
Proficiency and Career Growth:
Gain confidence, explore new career paths through job shadowing, and utilize our career center.
Candidate Qualifications
Dedication to completing FINRA licensing exams through our program.
Enthusiasm for learning, quick application of new concepts, and decision-making skills.
Ability to build rapport and communicate effectively with customers.
Adaptability, personal accountability, and problem-solving skills.
Comfort with technology and navigating multiple systems.
Additional Information
Fidelity does not sponsor immigration for this role.
We value diversity and inclusion, offering comprehensive benefits such as parental leave, tuition reimbursement, 401(k) match, health insurance, and more.
This position is part of our hybrid work model, requiring onsite presence every other week.
Job Details
Seniority Level: Internship
Employment Type: Full-time
Job Function: Other
Referrals can double your chances of interview consideration. Sign in to set job alerts for similar roles.
#J-18808-Ljbffr