Customer Relationship Advocate Career Development Experience- Salt Lake City, UT
On-siteSalt Lake City, Utah, United States
Job Summary
Answer inbound phone calls and support clients with trade requests, money movement, and online needs while preparing for FINRA SIE, Series 7, and 63 licenses through paid study and coaching. Handle complex customer interactions with resolution-oriented conversations, navigate proprietary platforms, and build skills via team meetings and leader connections. Work onsite every other week (all 5 days) as part of a phased rollout, with expectations evolving as the full-time onsite model expands. Develop long-term career paths through job shadowing and our career center while earning personalized support for early career growth.
Required Qualifications
- Licensed professional
- Aptitude and dedication to complete the FINRA SIE, Series 7 Top Off and Series 63 exams
- Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information
- Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions
- Exceptional critical and analytical problem-solving skills
- Demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution
- Comfortable learning new technology or proprietary platforms
- Confident navigating multiple systems simultaneously
- Currently, this role is required to be onsite every other week (all 5 days)
- Fidelity will not provide immigration sponsorship for this position
Desired Qualifications
- A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient
- A desire for growth and a mindset that generates long term success through adaptability and personal accountability
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