Job Description

Job Description: Customer Relationship Advocate

Fidelity Investments is looking for enthusiastic individuals to join our team as Customer Relationship Advocates. Regardless of your educational background, we believe everyone has the potential to excel in this role. As a CRA, you will have the opportunity to work in a positive and collaborative environment, where your contributions can make a difference in our clients' lives.

What You'll Do:

• Interact with clients via incoming calls and assist them with a variety of needs
• Answer questions about account balances and guide clients to online financial resources
• Help clients make clearer financial decisions and educate them on options for financial security

What We're Looking For:

• Ability to establish rapport and build relationships through effective communication
• Dedication towards helping others and proactively seeking solutions

Why Join Fidelity Investments:

• Industry-leading training and development program to prepare you for success
• Opportunities for career advancement, regardless of your educational background
• Student loan assistance and tuition reimbursement for eligible employees
• Generous paid time off and paid holidays
• Opportunities to volunteer and give back to your community
• Workplace wellness initiatives and catering options for balanced meals
• A diverse and inclusive workplace that values all perspectives and experiences

We believe in being #DifferentTogether. Our nine affinity groups create a positive and inclusive workplace for all employees, regardless of race, ethnicity, gender, sexual orientation, or shared interests.

Fidelity Investments is an equal opportunity employer. We encourage individuals from all backgrounds to apply.

To apply: Click here and submit your application. We look forward to hearing from you!