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Client Advocate Representative

Fidelity Investments
Fidelity Investments Salary
Covington, KY Full Time
POSTED ON 3/19/2025
AVAILABLE BEFORE 4/16/2025

Key Responsibilities

  • Provide exceptional customer service while navigating complex financial scenarios
  • Develop skills to assist with a broad range of client needs, including trade requests, money movement, and online support
  • Learn about the financial services industry and apply new concepts to real-world situations
  • Pursue FINRA licensing (SIE, Series 7, and 63) and other relevant certifications
  • Participate in ongoing training and development opportunities to enhance your skills and knowledge

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