Customer Relationship Advocate- Smithfield, RI

Smithfield, RI

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Job Description:

“Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect.” Abby Johnson | Chairman & CEO Fidelity Investments

Customer Relationship Advocate

Do you enjoy helping others? Are you the “go to person” at work or in your community? Would your friends and peers describe you as friendly and curious?

We really should talk…

Fidelity wants great people with a passion for assisting others as candidates for a Customer Relationship Advocate (CRA) position.  We have positions for those with and without college degrees…and if you don’t yet have a degree but want one – we support that too.  To assist you with your higher education goals, Fidelity offers tuition reimbursement programs that can help you further your education.

No finance background…No problem

Yes, we are in financial services, but not in the old-fashioned way you might be thinking. If you come to us knowing the industry – great, but if you need support learning – that works too.  We will provide you what you need through a paid world class training program to set you up for success.  If you can bring us your commitment for helping others – we’ll teach you the financial expertise and assist you with becoming a licensed broker.  At Fidelity, the customer experience is our top priority, and we’re looking for individuals that:

  • Have relationship building skills and are devoted to providing excellent customer service
  • Have experience in people facing industries including service, retail, healthcare, or hospitality

This is a full-time hourly position that also offers the opportunity to work extra hours based on the business needs and your availability.

Relocation assistance may be available for those who meet eligibility requirements.

The Purpose of Your Role

The CRA role is an integral part of a broader team that takes incoming calls from our customer base while addressing customer service issues. We are looking for candidates who wish to gain financial expertise while growing professionally. Our successful CRAs assist clients with a broad range of needs including answering questions about their account balances to guiding them to the appropriate resources. The goal remains consistent for all interactions: help customers feel more confident, make clearer decisions, and achieve their own financial dreams.

Our Investments in You

We believe that a broad approach to life is important. Our benefit programs are designed to help you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:

Training for Your Role

We offer a paid, industry-leading development program that will fully prepare you to engage with customers while obtaining your Series 7 and 63 licenses.

The Value You Deliver

At Fidelity, we champion collaboration by working in small teams (12-15). Our success as a firm is due to the personal responsibility and pride our associates take in getting things just right, and the compassion that drives us to focus and commit to our customers and to each other. We ask for and act on our associates’ input on everything from creating better client experiences to crafting our workspaces.

Find Your Fidelity

The CRA role is just the starting point! Fidelity encourages associates to explore and expand their skills to achieve success and fulfilling careers. Many of our Sr. Leaders started in the CRA role as Fidelity offers multiple opportunities for advancement and upward mobility.

For more information about the different career paths that the CRA role could lead to, watch the following videos:

We believe in being #DifferentTogether. Fidelity’s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive, inclusive workplace for all employees. 

 

We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unrivaled perspectives and experiences. 

COVID work policy

Safety is our top priority, so this role will be fully remote for the short term.  Once we can be together in person with fewer safety measures, this role will move to our dynamic working approach. You'll be spending some of your time onsite depending on the nature and needs of your role.

Dynamic working – post pandemic

Our aim is to combine the best of working offsite with coming together in person. For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style.

Your success and growth is important to us, so you’ll want to enjoy the benefits of coming together in person – face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you.

Learn More:  Dynamic Working

Certifications:

Series 07 – FINRA, Series 63 – FINRA

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Find your Fidelity at fidelitycareers.com.

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 Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.

Fidelity benefits that adapt to everything life sends your way

Benefits With You in Mind

Benefits for your whole life – that’s what you’ll find at Fidelity.

You’ll find everything from perks that makes your daily life better to those big-picture, life-changing resources here with us. We have an amazing package of benefits and programs designed to help you thrive – both in and outside of work.

Family Programs

  • Adoption assistance
  • Maternity & parental leave (16 weeks of fully-paid maternity leave and 6 weeks fully-paid parental leave)

Wellness Programs

  • Dependent care flexible spending (FSA)
  • On-site health & wellness centers

Retirement Planning

  • 401(k): pre-tax and/or Roth

Health & Insurance

  • Medical coverage
  • Dental & Vision coverage

Education Benefits

  • Step Ahead student loan assistance – helping you pay down your loans so you can save on interest, with up to $10K in contributions
  • Tuition reimbursement program

* Subject to your meeting initial and ongoing eligibility requirements, Company discretion and the availability of sufficient Company profits and cash flow.
** Albuquerque-based regular employees, excluding individuals employed in a retail branch location, are not eligible to receive the Profit Sharing contribution or Retiree Health Reimbursement Plan credits.
*** As of March 2019.

Fidelity is invested in you

Committed to Continuous Learning

At Fidelity, we are constantly adapting to the changing needs of our customers, new technologies, and better ways of working. And we empower our employees to do the same, with an emphasis on developing skills and connections that will help propel you forward in your career while being able to make an impact for Fidelity’s customers around the world.

Licenses & Certifications

  • Pursue your FINRA Series 7 and/or Series 63 licenses working in our Regional Centers to take your career to the next level as a licensed financial broker.
  • Tuition reimbursement for online or in-person course work in pursuit of new certifications.

Continuing Education & Training

  • Assess, build, and align your development plan through resources like our skill-building classroom and online courses.
  • Video-based training for technology, leadership, management & more.
  • Your facilitator, manager and business partners will give you ongoing support as you develop in your role and provide personalized feedback and coaching.

Mentoring

  • Dedicated mentors to help you grow into new areas of Fidelity’s business as you develop new skills.
  • Rotational programs for exposure to new areas of our business.
  • An open atmosphere of knowledge sharing and collaboration.

Fidelity creates a work environment for people to flourish

A work environment where we give back, together

Connected to Our Communities

Throughout Fidelity, you’ll find a genuine commitment to social responsibility – where we strive to make an impact for customers, while also making an impact on the world.

Fidelity Cares

  • Started to provide associates with opportunities to actively volunteer and share their many talents.
  • Host numerous company-wide volunteer events (in-person and virtual).
  • Partner with a number of nonprofits to support our local communities
  • More than 12,000 associates donate time annually – from interns to SVPs.
  • Impact includes refurbishing schools, donating books and supplies, and teaching financial literacy

Fidelity Charitable®

  • Created to make it easy for people to support charitable organizations they care about
  • Helped deliver $7.3 billion in donor-recommended grants to charity in 2019
  • Supported more than 300,000 unique charities around the world
  • Since its inception, more than $42 billion has been given to public charities.

Impact by the Numbers

  • 1,200+ Community projects completed.
  • 100,000+ School supplies & backpacks donated.
  • 65,480 Students supported.

Job Description:

“Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect.” Abby Johnson | Chairman & CEO Fidelity Investments

Customer Relationship Advocate

Do you enjoy helping others? Are you the “go to person” at work or in your community? Would your friends and peers describe you as friendly and curious?

We really should talk…

Fidelity wants great people with a passion for assisting others as candidates for a Customer Relationship Advocate (CRA) position.  We have positions for those with and without college degrees…and if you don’t yet have a degree but want one – we support that too.  To assist you with your higher education goals, Fidelity offers tuition reimbursement programs that can help you further your education.

No finance background…No problem

Yes, we are in financial services, but not in the old-fashioned way you might be thinking. If you come to us knowing the industry – great, but if you need support learning – that works too.  We will provide you what you need through a paid world class training program to set you up for success.  If you can bring us your commitment for helping others – we’ll teach you the financial expertise and assist you with becoming a licensed broker.  At Fidelity, the customer experience is our top priority, and we’re looking for individuals that:

  • Have relationship building skills and are devoted to providing excellent customer service
  • Have experience in people facing industries including service, retail, healthcare, or hospitality

This is a full-time hourly position that also offers the opportunity to work extra hours based on the business needs and your availability.

Relocation assistance may be available for those who meet eligibility requirements.

The Purpose of Your Role

The CRA role is an integral part of a broader team that takes incoming calls from our customer base while addressing customer service issues. We are looking for candidates who wish to gain financial expertise while growing professionally. Our successful CRAs assist clients with a broad range of needs including answering questions about their account balances to guiding them to the appropriate resources. The goal remains consistent for all interactions: help customers feel more confident, make clearer decisions, and achieve their own financial dreams.

Our Investments in You

We believe that a broad approach to life is important. Our benefit programs are designed to help you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:

Training for Your Role

We offer a paid, industry-leading development program that will fully prepare you to engage with customers while obtaining your Series 7 and 63 licenses.

The Value You Deliver

At Fidelity, we champion collaboration by working in small teams (12-15). Our success as a firm is due to the personal responsibility and pride our associates take in getting things just right, and the compassion that drives us to focus and commit to our customers and to each other. We ask for and act on our associates’ input on everything from creating better client experiences to crafting our workspaces.

Find Your Fidelity

The CRA role is just the starting point! Fidelity encourages associates to explore and expand their skills to achieve success and fulfilling careers. Many of our Sr. Leaders started in the CRA role as Fidelity offers multiple opportunities for advancement and upward mobility.

For more information about the different career paths that the CRA role could lead to, watch the following videos:

We believe in being #DifferentTogether. Fidelity’s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive, inclusive workplace for all employees. 

 

We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unrivaled perspectives and experiences. 

COVID work policy

Safety is our top priority, so this role will be fully remote for the short term.  Once we can be together in person with fewer safety measures, this role will move to our dynamic working approach. You'll be spending some of your time onsite depending on the nature and needs of your role.

Dynamic working – post pandemic

Our aim is to combine the best of working offsite with coming together in person. For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style.

Your success and growth is important to us, so you’ll want to enjoy the benefits of coming together in person – face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you.

Learn More:  Dynamic Working

Certifications:

Series 07 – FINRA, Series 63 – FINRA

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. Find your Fidelity at fidelitycareers.com.

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 Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.

Fidelity benefits that adapt to everything life sends your way

Benefits With You in Mind

Benefits for your whole life – that’s what you’ll find at Fidelity.

You’ll find everything from perks that makes your daily life better to those big-picture, life-changing resources here with us. We have an amazing package of benefits and programs designed to help you thrive – both in and outside of work.

Family Programs

  • Adoption assistance
  • Maternity & parental leave (16 weeks of fully-paid maternity leave and 6 weeks fully-paid parental leave)

Wellness Programs

  • Dependent care flexible spending (FSA)
  • On-site health & wellness centers

Retirement Planning

  • 401(k): pre-tax and/or Roth

Health & Insurance

  • Medical coverage
  • Dental & Vision coverage

Education Benefits

  • Step Ahead student loan assistance – helping you pay down your loans so you can save on interest, with up to $10K in contributions
  • Tuition reimbursement program

* Subject to your meeting initial and ongoing eligibility requirements, Company discretion and the availability of sufficient Company profits and cash flow.
** Albuquerque-based regular employees, excluding individuals employed in a retail branch location, are not eligible to receive the Profit Sharing contribution or Retiree Health Reimbursement Plan credits.
*** As of March 2019.

Fidelity is invested in you

Committed to Continuous Learning

At Fidelity, we are constantly adapting to the changing needs of our customers, new technologies, and better ways of working. And we empower our employees to do the same, with an emphasis on developing skills and connections that will help propel you forward in your career while being able to make an impact for Fidelity’s customers around the world.

Licenses & Certifications

  • Pursue your FINRA Series 7 and/or Series 63 licenses working in our Regional Centers to take your career to the next level as a licensed financial broker.
  • Tuition reimbursement for online or in-person course work in pursuit of new certifications.

Continuing Education & Training

  • Assess, build, and align your development plan through resources like our skill-building classroom and online courses.
  • Video-based training for technology, leadership, management & more.
  • Your facilitator, manager and business partners will give you ongoing support as you develop in your role and provide personalized feedback and coaching.

Mentoring

  • Dedicated mentors to help you grow into new areas of Fidelity’s business as you develop new skills.
  • Rotational programs for exposure to new areas of our business.
  • An open atmosphere of knowledge sharing and collaboration.

Fidelity creates a work environment for people to flourish

A work environment where we give back, together

Connected to Our Communities

Throughout Fidelity, you’ll find a genuine commitment to social responsibility – where we strive to make an impact for customers, while also making an impact on the world.

Fidelity Cares

  • Started to provide associates with opportunities to actively volunteer and share their many talents.
  • Host numerous company-wide volunteer events (in-person and virtual).
  • Partner with a number of nonprofits to support our local communities
  • More than 12,000 associates donate time annually – from interns to SVPs.
  • Impact includes refurbishing schools, donating books and supplies, and teaching financial literacy

Fidelity Charitable®

  • Created to make it easy for people to support charitable organizations they care about
  • Helped deliver $7.3 billion in donor-recommended grants to charity in 2019
  • Supported more than 300,000 unique charities around the world
  • Since its inception, more than $42 billion has been given to public charities.

Impact by the Numbers

  • 1,200+ Community projects completed.
  • 100,000+ School supplies & backpacks donated.
  • 65,480 Students supported.

Apply
Create Job Alert
Back to Search

Job Level: Associate
Job ID: 2020601

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