Customer Relationship Advocate
Are you eager to be part of something positive and work within a dynamic and collaborative team environment? At Fidelity, collaboration isn't just about working together in our teams; it's about improving lives together. Our success as a firm is due to the personal responsibility and pride our associates take in getting things right, and the compassion that drives us to go above and beyond to exceed expectations for our customers and each other. We have a phenomenal career opportunity for recent and upcoming college graduates , regardless of your major in school, because you do not need to have finance degree to advance in this role .
We offer a paid, industry-leading training and development program to fully prepare you to acquire FINRA Series 7 and 63 licenses. You will receive support, mentoring, dedicated study time and training materials to help you be successful in acquiring your FINRA licenses,
The skills you bring
Ability to establish rapport and relationships through effective communication
Unwavering dedication towards helping others while being pro-active
Our successful Customer Relationship Advocates (CRA) are essential in interacting with our clients via incoming calls and assist them with a broad range of needs including:
answering questions about their account balances
guiding them to the appropriate online financial resources
helping them feel more confident and make clearer financial decisions
educating on options to improve their financial security and achieve their financial dreams.
Our commitment to you
Student loan assistance and tuition reimbursement for eligible employees
18+ days of paid time off (based on years of service) plus 8 paid Federal holidays
Opportunities to volunteer and give to your local community during work hours
Workplace wellness initiatives, weekly meditation calls, and company subsidized balanced meal options at onsite cafeterias
To learn about additional benefits, click here
relocation benefits may be available
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. . 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
Fidelity Investments is an equal opportunity employer.
This opportunity is brought to you by Fidelity University Talent.
Please see below for the salary range for work locations in Colorado only:$47,500
This position is eligible for incentive compensation or an annual bonus opportunity.Certifications: Series 07 - FINRA
At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: 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.
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. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning and growth so you can build the career you've always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.
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 Leave of Absence/Accommodation Team by sending an email to , or by calling , prompt 2, option 2.
Based on recent jobs postings on Zippia, the average salary in the U.S. for a Customer Service Administrator is $32,792 per year or $16 per hour. The highest paying Customer Service Administrator jobs have a salary over $40,000 per year while the lowest paying Customer Service Administrator jobs pay $26,000 per year
Office assistants perform various tasks to ensure that the business runs organized and efficient. An office assistant must possess excellent communication and multi-tasking skills to handle essential duties such as scheduling meetings, monitoring office supplies, storing documents and necessary paperwork, handling customer inquiries and appointments, coordinating in company events, and accomplishing other clerical tasks and administrative support. Office assistants are also required to communicate any observation that would possibly make an impact on the company's performance.
Office administrators are employees who ensure that the office is running in tip-top shape. They manage the administrative needs of the office. They answer calls directed to the official company phone, manage the inventory of supplies, take charge or purchase requisitions for needed supplies, and ensure the office equipment and fixtures are taken care of. Office administrators also manage correspondences, official memoranda, and other official company documents. They also keep track of files and records to ensure that these are properly organized. At times, office administrators also take charge of welcoming guests and accompanying them to their respective meetings.
Administrators are administrative professionals who oversee the whole office or department. They manage office activities and supervise administrative functions in the office. They work the office calendar and oversee the appointment-setting process. They coordinate office events and ensure that all preparations are made and that there are no conflicting schedules. They also maintain a database of external providers of various office needs. Administrators also oversee office supplies and prepare purchase requisitions. They also manage janitorial services and other functions that are related to the maintenance of the physical office space. Administrators ensure that all fixtures and equipment in the office are functioning well and have no problems.
Medical assistants provide support to medical practitioners in both administrative and clerical tasks. They keep and update the patient's medical records, administer medicines under the supervision of a physician, assist during medical examinations, prepare medical samples for laboratory testing, manage the schedule of appointments, and assist the patients with their bills and in filling out needed forms, such as insurance-related documents. Medical assistants should have good communication skills and analytical skills, be organized, and be flexible. They should also have knowledge of how to operate some medical equipment such as x-ray machines.
Specialists are employees who are responsible for specific tasks or activities in the department they are assigned to. The actions or tasks they work on are related to their educational background or work experiences. They are usually highly skilled in specializations related to the work they are assigned to. Specialists are also highly trained on the competencies that are required of their specialty. As such, they are focused on the skills and competencies that are needed to enhance their experience in their specific field further.