“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:
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. 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
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.
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