2021-2024 Undergraduates, Customer Relationship Advocate- Westlake, TX - Fidelity TalentSource LLC

Job Description:

Customer Relationship Advocate Career Development Experience

Join our team of Customer Relationship Advocates (CRA) for a variety-filled experience where you ll have dedicated time to focus on growth, career development and renewal while you support our customers by taking inbound calls. Are you interested in Financial Services? This might be the right opportunity for you\u2026..This first-of-its-kind experience supercharges your early career and growth at Fidelity with personalized support, knowledgeable career guides and celebration of your achievements, while learning about Fidelity and building skills and experiences. In this role, you will assist our clients with a broad range of needs including answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades.

Would you like to learn more about the Customer Relationship Advocate position?\u00A0 \u00A0Take our virtual experience and learn what it is like to work in this role.\u00A0Click here

to experience what it is like to work in this role..\u00A0\u00A0 \u00A0

What to expect\u2026

As a new CRA, you ll learn about the financial services industry, develop your skills, and gain new experiences.

• First four months, prepare to become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 and 63 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time, with readily available resources that you can take advantage of including licensing coaches and group workshops.\u00A0 These exams can be challenging but we are here to help!

• Subsequent months, begin taking customer calls with increasing complexity over time to develop and hone your skills. Engage in dedicated time each week to connect and refuel by exploring the career center, networking with colleagues, taking online classes, and more!

• As you gain confidence and develop proficiency serving customers, get more variety in your work week by spending time building advanced skills aligned with the next role that interests you.

Advantages of our career development experience\u2026

You are learning.\u00A0We provide all the training you need to develop the skills needed to service our customers and study for your FINRA licensing exams! You don t need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.

You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience. Our inclusive culture empowers associates to achieve success while building a supportive network. \u00A0

You are growing.\u00A0From day one you ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.

You can explore.\u00A0You ll experience variety in your work with dedicated time for development activities and doing work that goes beyond answering customer calls so you can discover the next step in your career. As you continue to grow, you can become eligible for career mobility opportunities.

The Skills You Bring

• Desire to establish rapport and relationships with customers and the team through effective communication

• Experience in customer service, call center, or financial services preferred

• A strong interest in financial services

• Exceptional Problem-solving skills and a demonstrated history of overcoming academic or professional challenges

• Ability and flexibility to work in a \u201Chybrid\u201D work setting, both at home and in office

• Comfortable with technology and ability to navigate multiple systems simultaneously

• Ability to handle different types of situations, emotions and conversations driving towards a resolution suitable for all

• Aptitude to complete our industry-leading paid development experience will fully prepare you to engage with customers while taking the 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 to assist with decision-making

The Value You Deliver

• Demonstrate empathy and passion for helping people and ensure an excellent customer experience through a phone interaction

• Service varied customer needs, including balance inquiries, money movement, trading, and more

• Answer questions and provide resources to deepen client understanding and build confidence

Our Investments in You

\u00A0are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.

Sound too good to be true? See for yourself and learn more about our benefits offerings:

• Click to hear from a few of our associates about the outstanding benefits Fidelity offers:\u00A0

  Benefits at Fidelity Investments (opens in a new tab)

• Click here for a local news story about how we are helping our\u00A0

  employee s payback their student loan debt (opens in a new tab)

Certifications: You will be given paid time and support to obtain SIE FINRA, Series 07 FINRA, Series 63 Required to obtain within the first 3.5 months

Learn More:\u00A0

Certifications:

Series 07 - FINRA, Series 63 - FINRA

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

Join Us

At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a

, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.

blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation,

, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at

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Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to

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