|Date Posted||April 30, 2021|
Call Centre / CustomerService
"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.
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:
- Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments - YouTube
- Click here for a local news story about how we are helping our employee's payback their student loan debt
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.
- Click to learn more about Training Opportunities at Fidelity and how we support our associates to obtain their securities 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:
- Career Paths at Fidelity Investments
- Careers at Fidelity Regional Centers
- Careers at Fidelity Investor Centers
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 unique perspectives and experiences.
Fidelity Investments is an equal opportunity employer.
Certifications: Series 07 - FINRA, Series 63 - FINRA
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 , or by calling , prompt 2, option 2.