Job Description

Job Description

Join our team of Customer Relationship Advocates (CRA) for a fulfilling experience where you'll have dedicated time for growth, career development, and renewal. As a CRA, you'll support our customers by taking inbound calls and providing assistance with a broad range of needs, such as answering questions, processing transactions, and offering resources.

Would you like to learn more about the Customer Relationship Advocate position? Take our free virtual experience to get a better understanding of the role: https://go.fidelity.com/ExperienceCRA

What to expect...

As a new CRA, you'll receive support and guidance from leaders, coaches, mentors, and experienced CRAs over the first 18 months of your career. Your journey will include:

• Preparation to become a FINRA Registered Representative, with Fidelity covering the cost of your Series 7 and 63 licenses
• Continued development of skills through handling customer calls and dedicated time for learning and networking
• Opportunities to build advanced skills aligned with your future career goals

Advantages of our career development experience

• You are supported: We provide all the training you need to succeed in this role, regardless of your background or education
• You are celebrated: Your achievements will be recognized and celebrated throughout your career development journey
• You are growing: From day one, you'll have support in planning for your future and charting a personalized career path at Fidelity
• You can explore: Your work will offer variety and opportunities for learning beyond customer calls

The Skills You Bring

• Ability to establish rapport and communicate effectively with customers and colleagues
• Listening and compassion skills to support customers from diverse backgrounds
• Adaptability and flexibility to work in different environments
• Problem-solving skills to handle various situations and drive towards resolutions
• Desire for continuous learning and dedication to studying and applying new concepts

The Value You Deliver

• Demonstrate empathy and passion for helping people, ensuring an excellent customer experience
• Assist customers with a range of needs, such as account inquiries, transactions, and providing resources
• Answer questions and provide information to deepen understanding and build confidence

Our Investments in You

We offer a wide range of benefits to support your well-being, including maternal/paternal leave, tuition reimbursement, student loan assistance, retirement savings match, healthcare, and more. Learn more about our benefits here.

Company Overview

Fidelity Investments is a company dedicated to strengthening the financial well-being of our clients. We offer investment and planning services, employee benefits solutions, and technology solutions for advisors.

Join Us

At Fidelity, we believe in building a diverse and inclusive workforce. We offer endless opportunities for career growth and flexible benefits that support you both personally and professionally. Learn more about us and apply at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We provide accommodations for applicants with disabilities and value the safety and integrity of our associates and customers.

Note: Certain roles may require background checks and drug screenings.

We welcome those with experience in various retail positions to apply.

Response

Dear [Recruiter/ Hiring Manager],

I am writing to express my interest in the Customer Relationship Advocate position at Fidelity Investments. I am excited about the opportunity to join your team and contribute my skills and dedication to delivering excellent customer service.

After reviewing the job description, I am confident that my experience and abilities align with the requirements of this role. Here are a few key points that highlight my qualifications:

• Strong communication skills and ability to establish rapport with customers
• Empathy and compassion to support customers from diverse backgrounds
• Flexible and adaptable in various work environments
• Problem-solving skills to handle different situations and drive towards resolutions
• Commitment to continuous learning and applying new concepts

I believe these skills will enable me to provide exceptional service to Fidelity's clients and contribute to the growth and success of the company.

I appreciate your consideration of my application and look forward to the opportunity to discuss how my qualifications align with the Customer Relationship Advocate position in more detail.

Thank you for your time and consideration.

Sincerely,

[Your Name]