What are the responsibilities and job description for the Financial Services Advocate position at Fidelity Investments?
About the Role
We are seeking highly motivated individuals to join our team of Customer Service Representatives, also known as Client Relationship Advocates (CRAs). As a licensed professional, you will provide outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients.
- Aptitude and dedication to complete FINRA SIE, Series 7, and Series 63 exams through our industry-leading licensing program.
- Enthusiasm for continuous learning and dedication to studying and applying new concepts.
- 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.
- Desire for growth and a mindset that generates long-term success through adaptability and personal accountability.
- Exceptional critical and analytical problem-solving skills and demonstrated ability to interpret scenarios, leverage resources, and find appropriate resolutions.
- Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously.
