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Customer Relationship Advocate Career Development Program- Westlake, TX

Fidelity Investments

Job Description

Customer Relationship Advocate Career Development Program- Westlake, TX

Full Job Description

Job Description:

Are you ready to launch a career at Fidelity?

Our Customer Relationship Advocate role is a springboard to an amazing career in which you change the lives of customers! The Customer Relationship Advocate role is similar to Entry Level Customer Service, Call Center Representative or Customer Service Representative roles. With Fidelity benefits and support, it could change yours as well. You’ll have continuous career development and advancement opportunities available within the first year!

In this role your training and onboarding provides an opportunity to learn about Fidelity and build skills, experiences, and connections that will help advance your career. You'll help customers feel more confident, make clearer decisions, and achieve their own financial dreams. 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 for a variety of securities.

How it works …

You will join a cohort of associates that is supported by a group of leaders, coaches, mentors, and peers.

  • During the first four months, spend time onboarding, training, and preparing to become a FINRA (Financial Industry Regulatory Authority) Registered Representative (acquire your Series 7 and 63 license, fully paid and sponsored by Fidelity). Begin to put your skills and newly acquired licenses to use as you start to take calls from our clients.
  • In the subsequent months, continue taking customer calls with added complexities to develop and hone your skills. There will also be dedicated time to join team activities, get well-being support, and career coaching as we focus on helping you begin charting your career path.
  • As you gain confidence and develop proficiency serving customers, you will get more variety in your work week by spending time building advanced skills aligned with the next role that interests you.

Advantages of the program …

YOU ARE SUPPORTED. We provide all the training needed, you do not need a finance background or a college degree to succeed in the program. Our industry-leading paid training program offers a uniquely developed onboarding and experiential learning experience that develops skills needed service customers and study support to acquire your licenses.

YOU ARE CELEBRATED. Your achievements will be recognized and celebrated as you progress through the program.

YOU ARE GROWING. The career coaching you will receive will help you understand the array of career opportunities at Fidelity, identify a career path that fits your interests, passions, and strengths, and chart a course to help you grow.

YOU CAN EXPLORE. Through variety of work, spend a percentage of time in your week on development activities and doing work that goes beyond answering customer calls.

As a Customer Service Representative, you play a critical role educating our customers and ensuring they have an excellent experience. This full-time hourly position answering phone calls offers the opportunity to work extra hours based on the business needs and your availability.

The Skills You Bring

  • Ability to establish rapport and relationships through effective communication
  • Listening and compassion skills to support the challenges of our diverse customers
  • Adaptability and flexibility in various work environments (i.e., working from home, overtime, etc.)
  • Handle different types of situations and conversations driving towards a resolution suitable for all
  • Self-motivated teammate with strong communication skills that brings energy and passion to the team
  • Aptitude to complete our industry-leading development program that will fully prepare you to engage with customers while taking the SIE, Series 7 Top Off and Series 63 exams
  • A desire for continual learning and dedication to study and apply new concepts, learning quickly and retaining information to assist with decision-making

The Value You Deliver

Demonstrate empathy and passion for helping people, ensuring an excellent customer experience:

  • Service varied customer needs, including balance inquiries, money movement, trading, and more
  • Answer questions and provide resources to deepen 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 Series 07 – FINRA, Series 63 – FINRA

Learn More: Dynamic Working (opens in a new tab)


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 Best Place to Work in 2022. 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.

Many of our associates are continuing to work remotely temporarily due to COVID-19. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling "Dynamic Working."

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 Leave of Absence/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 Senior Account Executive, Regional Sales Manager, and Business Development Representative and others in the Sales to apply

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