Job Description
Job Title: Customer Relationship Advocate (CRA)
Join our team of Customer Relationship Advocates at Fidelity! This unique role offers personalized support and skill development to supercharge your early career growth.
Responsibilities:
- Provide outstanding customer service to clients.
- Utilize your licensing to address customer inquiries and resolve issues.
- Engage in continuous training and skill enhancement.
- Collaborate with team members to improve service delivery.
Qualifications:
- Active financial services license (e.g., Series 7, 63).
- Strong communication and interpersonal skills.
- Customer-focused mindset with problem-solving abilities.
- Ability to thrive in a fast-paced environment.