Fidelity

Fidelity

Customer Relationship Advocate Career Development Experience- Salt Lake City, UT

Salt Lake City, UT · Full-time

No sponsorshipDetected 4 days ago
RESTCustomer SupportAPI TestingProblem SolvingAdaptability

About the role

  • Join our team of Customer Relationship Advocates (CRA).
  • In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity's valued clients.
  • In the first months, you'll prepare to become a FINRA Registered Representative by studying for and obtaining your SIE®, Series 7, and 63 licenses, all fully sponsored by Fidelity.

Responsibilities

  • While these exams can be challenging, rest assured that we're here to support you every step of the way!

Requirements

  • Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions.
  • Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution.

Company info

  • Our greatest asset is our people.
  • We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community.
  • Our benefit programs 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, Student Loan Assistance, 401(K) up to 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Charitable match, Concierge Services, and Wellness Program. (Learn More)
  • Fidelity's Onsite Working Model
  • Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles.
  • Currently, some roles and locations require 100% onsite presence, while others require less.
  • Onsite expectations are likely to evolve as the rollout continues.
  • This transition does not apply to fully remote roles.
  • Certifications:
  • Series 07 - FINRA, Series 63 - FINRA
  • Customer Service Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others.
  • Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
  • A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient.

Visa & Work Authorization

  • Note: Fidelity will not provide immigration sponsorship for this position.
Apply directly at Fidelity →Create a free account for alerts like thisView Fidelity immigration profile

This listing is sourced directly from Fidelity's careers page and normalized into a canonical job model.