Customer Relationship Advocate-Denver Tech Center

Fidelity Investments

Full-time
Greenwood Village, Colorado, United States
Posted 1 month ago
Retail & Sales

Job Description

Job Description: "Fidelity believes in, and iscommitted to, fair and consistent treatment for every associate andcustomer, and to creating a safe and respectful environment, inwhich everyone is treated with kindness, compassion and respect."Abby Johnson | Chairman & CEO Fidelity Investments CustomerRelationship Advocate Do you enjoy helping others? Are you the "goto person" at work or in your community? Would your friends andpeers describe you as friendly and curious? We really shouldtalk... Fidelity wants great people with a passion for assistingothers as candidates for a Customer Relationship Advocate (CRA)position. We have positions for those with and without collegedegrees…and if you don't yet have a degree but want one - wesupport that too. To assist you with your higher education goals,Fidelity offers tuition reimbursement programs that can help youfurther your education. No finance background…No problem Yes, weare in financial services, but not in the old-fashioned way youmight be thinking. If you come to us knowing the industry - great,but if you need support learning - that works too. We will provideyou what you need through a paid world class training program toset you up for success. If you can bring us your commitment forhelping others - we'll teach you the financial expertise and assistyou with becoming a licensed broker. At Fidelity, the customerexperience is our top priority, and we're looking for individualsthat: * Have relationship building skills and are devoted toproviding excellent customer service * Have experience in peoplefacing industries including service, retail, healthcare, orhospitality This is a full-time hourly position that also offersthe opportunity to work extra hours based on the business needs andyour availability. The Purpose of Your Role The CRA role is anintegral part of a broader team that takes incoming calls from ourcustomer base while addressing customer service issues. We arelooking for candidates who wish to gain financial expertise whilegrowing professionally. Our successful CRAs assist clients with abroad range of needs including answering questions about theiraccount balances to guiding them to the appropriate resources. Thegoal remains consistent for all interactions: help customers feelmore confident, make clearer decisions, and achieve their ownfinancial dreams. Our Investments in You We believe that a broadapproach to life is important. Our benefit programs are designed tohelp you and your loved ones strike the perfect balance. Sound toogood to be true? See for yourself and learn more about our benefitsofferings: * Click to hear from a few of our associates about theoutstanding benefits Fidelity offers: Benefits at FidelityInvestments * Click here for a local news story about how we arehelping our employee's payback their student loan debt Training forYour Role We offer a paid, industry-leading development programthat will fully prepare you to engage with customers whileobtaining your Series 7 and 63 licenses. * Click to learn moreabout Training Opportunities at Fidelity and how we support ourassociates to obtain their securities licenses The Value YouDeliver At Fidelity, we champion collaboration by working in smallteams (12-15). Our success as a firm is due to the personalresponsibility and pride our associates take in getting things justright, and the compassion that drives us to focus and commit to ourcustomers and to each other. We ask for and act on our associates'input on everything from creating better client experiences tocrafting our workspaces. Blaze Your Own Trail The CRA role is justthe starting point! Fidelity encourages associates to explore andexpand their skills to achieve success and fulfilling careers. Manyof our Sr. Leaders started in the CRA role as Fidelity offersmultiple opportunities for advancement and upward mobility. Formore information about the different career paths that the CRA rolecould lead to, watch the following videos: * Career Paths atFidelity Investments * Careers at Fidelity Regional Centers *Careers at Fidelity Investor Centers We believe in being#DifferentTogether. Fidelity's nine affinity groups areself-organized groups of employees with common interests in areassuch as race, ethnicity, gender or sexual orientation, or who sharesimilar interests based on similar sets of experiences who cometogether to create a positive, inclusive workplace for allemployees. We continuously strive for a diverse and inclusiveworkplace where we respect and value our associates for theirunique perspectives and experiences. Fidelity Investments is anequal opportunity employer. Certifications: Series 07 - FINRA,Series 63 - FINRA Company Overview At Fidelity, we are focused onmaking our financial expertise broadly accessible and effective inhelping people live the lives they want. We are a privately heldcompany that places a high degree of value in creating andnurturing a work environment that attracts the best talent andreflects our commitment to our associates. We are proud of ourdiverse and inclusive workplace where we respect and value ourassociates for their unique perspectives and experiences. Forinformation about working at Fidelity, visit FidelityCareers.com.Fidelity Investments is an equal opportunity employer. Fidelitywill reasonably accommodate applicants with disabilities who needadjustments to complete the application or interview process.Please email us at accommodations@fmr.com or 800-835-5099, prompt2, option 2 if you would like to request anaccommodation.
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Fidelity Investments

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  • Posted: Mar 03, 2025
  • Job ID: 11584
  • Views: 5