Customer Relationship Advocate Career Development Experience- Covington, KY
HybridCovington, Kentucky, United States
Covington, Kentucky, United StatesHybridFull TimeEnterprise
Full TimeEnterprise
Job Summary
Answer inbound phone calls and support clients with trade requests, money movement, and online assistance as a licensed professional. Prepare for and obtain FINRA SIE, Series 7, and 63 licenses through paid study time and coaching. Handle complex customer interactions while building rapport and resolving issues efficiently. Work onsite one week out of every four weeks in Covington, KY. This first-of-its-kind experience includes structured milestones for skill development and career growth within Fidelity's customer service team.
Required Qualifications
- Currently, this role is required to be onsite for one week (all 5 days) out of every four weeks.
- Fidelity will not provide immigration sponsorship for this position.
- Aptitude and dedication to complete the FINRA SIE ®, Series 7 Top Off and Series 63 exams through our industry-leading licensing program.
- Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making.
- A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient.
- Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions.
- A desire for growth and a mindset that generates long term success through adaptability and personal accountability.
- Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution.
- Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously.
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