2021-2024 undergraduates, customer relationship advocate- salt lake city, ut
Company: Fidelity Investments
Location: Heber City
Posted on: April 18, 2024
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Job Description:
Job Description: Customer Relationship Advocate Career
Development Experience Join 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.Would you like to learn
more about the Customer Relationship Advocate position? Take our
virtual experience and learn what it is like to work in this role.
Click here https://go.fidelity.com/Experience CRA (opens in a new
tab) to experience what it is like to work in this role.. What to
expect... As a new CRA, you'll learn about the financial services
industry, develop your skills, and gain new experiences.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.Advantages of our
career development experience... You are learning.We provide all
the training you need to develop the skills needed to service our
customers and study for your FINRA licensing exams! You don't need
a finance background or college degree to succeed in this
role.Prepped with our licensing roadmap, own your success by
studying for the exams at an individualized pace with dedication
and commitment.You are celebrated.Your achievements will be
recognized and celebrated as you progress through this career
development experience.Our inclusive culture empowers associates to
achieve success while building a supportive network.You are
growing.From day one you'll have the support and structure to plan
for your future at Fidelity.The career coaching you will receive
will help you understand the array of career opportunities at
Fidelity and chart a course to help you grow in a personalized
career path.You can explore.You'll experience variety in your work
with dedicated time for development activities and doing work that
goes beyond answering customer calls so you can discover the next
step in your career.As you continue to grow, you can become
eligible for career mobility opportunities.The Skills You Bring
Desire to establish rapport and relationships with customers and
the team through effective communication Experience in customer
service, call center, or financial services preferred A strong
interest in financial services Exceptional Problem-solving skills
and a demonstrated history of overcoming academic or professional
challenges Ability and flexibility to work in a "hybrid" work
setting, both at home and in office Comfortable with technology and
ability to navigate multiple systems simultaneously Ability to
handle different types of situations, emotions and conversations
driving towards a resolution suitable for all Aptitude 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 exams Enthusiasm for continuous learning and
dedication to studying and applying new concepts, learning quickly
and retaining information to assist with decision-making The Value
You Deliver Demonstrate empathy and passion for helping people and
ensure an excellent customer experience through a phone interaction
Service varied customer needs, including balance inquiries, money
movement, trading, and more Answer questions and provide resources
to deepen client understanding and build confidence Our Investments
in You Our benefit programs (opens in a new tab) 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, Wellness Program, and Fitness Reimbursement.Sound too
good to be true? See for yourself and learn more about our benefits
offerings: Click to hear from a few of our associates about the
outstanding benefits Fidelity offers: Benefits at Fidelity
Investments (opens in a new tab) Click here for a local news story
about how we are helping our employee's payback their student loan
debt (opens in a new tab) Certifications: 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 Learn More:
Dynamic Working (opens in a new tab) Certifications: Series 07 -
FINRA, Series 63 - FINRA Company Overview Fidelity 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 Us At 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.Honored with a Glassdoor Employees' Choice Award , we have
been recognized by our employees as a top 10 Best Place to Work in
2024.And you don't need a finance background to succeed at
Fidelity-we offer a range of opportunities for learning so you can
build the career you've always imagined.Fidelity's working model
blends the best of working offsite with maximizing time together in
person to meet associate and business needs.Currently, most hybrid
roles require associates to work onsite all business days of one
assigned week per four-week period (beginning in September 2024,
the requirement will be two full assigned weeks).At Fidelity, we
value honesty, integrity, and the safety of our associates and
customers within a heavily regulated industry.Certain roles may
require candidates to go through a preliminary credit check during
the screening process.Candidates who are presented with a Fidelity
offer will need to go through a background investigation, detailed
in this document , and may be asked to provide additional
documentation as requested.This investigation includes but is not
limited to a criminal, civil litigations and regulatory review,
employment, education, and credit review (role dependent).These
investigations will account for 7 years or more of history,
depending on the role.Where permitted by federal or state law,
Fidelity will also conduct a pre-employment drug screen, which will
review for the following substances: Amphetamines, THC (marijuana),
cocaine, opiates, phencyclidine.We invite you to Find Your Fidelity
at fidelitycareers.com.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.Fidelity will reasonably accommodate
applicants with disabilities who need adjustments to participate in
the application or interview process.To initiate a request for an
accommodation, contact the HR Accommodation Team by sending an
email to accommodations@fmr.com , or by calling 800-835-5099,
prompt 2, option 3.We welcome those with experience in jobs such as
Billing, Cost, and Rate Clerk, Bookkeeper, and Controller and
others in the Accounting and Finance to apply.
Keywords: Fidelity Investments, Riverton , 2021-2024 undergraduates, customer relationship advocate- salt lake city, ut, Other , Heber City, Utah
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