Customer Relationship Advocate Career Development Experience- LAP Classroom
On-siteJacksonville, Florida, United States or Westlake, Texas, United States
Jacksonville, Florida, United States or Westlake, Texas, United StatesOn-siteFull TimeEnterprise
Full TimeEnterprise
Job Summary
Answer inbound phone calls and support clients with trade requests, money movement, and online assistance while preparing for FINRA SIE, Series 7, and 63 licenses. Develop skills through three major milestones including paid study time, coaching workshops, and weekly team connection sessions. Gain proficiency by handling complex customer situations and navigating proprietary platforms before exploring new career paths via job shadowing. This first-of-its-kind experience provides personalized support, skill development, and training to supercharge early career growth at Fidelity.
Required Qualifications
- 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
- Must be able to lift 50 lbs
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