Customer Service
2021-2024 Undergraduates, Customer Relationship Advocate- Westlake, TX
- Westlake, TX
Salary depends on a variety of factors including location and experience. Your recruiter will discuss with you.
Salary: listed in the job description
or discussed with your recruiter
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…..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? Take our virtual experience and learn what it is like to work in this role. Click here https://go.fidelity.com/ExperienceCRA to experience what it is like to work in this role..
What to expect…
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. 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…
You are learning. We 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.
You are growing. From 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. You’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 “hybrid” 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
Our benefit programs (opens in a new tab) are 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: Benefits at Fidelity Investments (opens in a new tab)
-
Click here for a local news story about how we are helping our 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: Dynamic Working (opens in a new tab)
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 Glassdoor Employees’ Choice Award, 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—we offer a range of opportunities for learning so you can build the career you’ve always imagined.
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.
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, detailed in this document, 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 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 Accommodation Team by sending an email to accommodations@fmr.com.
Career development
How you’ll spend your time
After obtaining your licenses, you’ll spend your time supporting our customers while developing your own skills professionally and growing relationships with your team.
- Supporting customers on the phone
- Obtaining licenses
- Growing team relationships
- Professional development
Your enhanced onboarding plan
Our customized approach to learning caters the onboarding experience to you – develop your skills throughout your first 18 months and study for your licensing exams with built in time to explore personal interests and career paths. During this time, you may also be eligible for an increase in base and variable pay.
We are committed to helping you pass your licensing exams. As a new CRA, most of your time will be spent studying for your exams. In addition to this paid, on-the-job study time, you will also receive support from licensing coaches, group and individualized study plans, and review classes.
How you impact customers
You’ll help our customers make their financial dreams a reality by serving as their go-to resource for account questions and guidance.
Your career progression
From day one you’ll have the support and structure to plan for the future. Whether you want to make a difference by serving customers directly or leading teams and shaping solutions, your career coach will help you identify your next step. Most CRAs will move on to one of our four key functions based on their passion and interests.
Advanced Service
Learn more about markets, trading, and services in High Net Worth, Active Trading, or Call Volume Management.
Planning & Advice
Support customers with their financial health as a Financial Representative or a Workplace Planning Consultant.
Leadership & Coaching
Learn to coach and develop others as an Onboarding Leader, Team Leader, or Assistant Branch Leader.
Products & Solutions
Improve the internal associate experience as a Talent Champion, Business Intelligence Analyst, or Data Analyst.
Company overview
At Fidelity, we are passionate about 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. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.
Apply Now
All fields are required.
Hiring: People with a passion for helping others
Benefits that adapt to everything life sends your way
401(k) with company match
Medical, dental, vision and prescription drug coverage
16-week maternity leave & 12-week parental leave
Student loan assistance
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 63/66 licenses 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.
- A range of talent development programs to support career mobility.
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.
Our Commitment to Diversity and Inclusion
"Fidelity believes in, and is committed to, fair and equitable 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 and CEO Fidelity Investments
At Fidelity, we are committed to building an enduring culture of inclusion and belonging that will attract, develop and retain a diverse workforce.
Fidelity’s ten 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.
These Employee Resource Groups and Special Interest Groups are models of inclusion for Fidelity. They’re also a powerful form of engagement and development and can provide a pathway to visible leadership roles. Our affinity groups make a large contribution on the business, helping to ensure our products and services are delivered in a welcoming and equitable environment.
- Over 22K employees participate in an affinity group.
- Over 1,400 affinity group members volunteered for Fidelity Cares in 2020.
- 74% increase in affinity group memberships over the last three years.
Giving Back 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
- Provides associates with opportunities to actively volunteer and share their talents.
- Hosts numerous company-wide volunteer events (in-person and virtual).
- Partners with nonprofit organizations 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.
