Customer Relationship Advocate-Denver Tech Center
Company: Fidelity Investments
Posted on: January 16, 2022
Job Description: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 talkFidelity
wants extraordinary 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 degreesand if you
dont 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 backgroundNo problemYes, 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 dedication for helping others well teach you the
financial expertise and assist you with becoming a licensed broker.
At Fidelity, the customer experience is our top priority, and were
looking for individuals that:
- Have relationship building skills and are committed to
providing excellent customer service
- Have experience in people facing industries including service,
retail, healthcare, or hospitalityThis is a full-time hourly phone
position that also offers the opportunity to work extra hours based
on the business needs and your availability.Regular participation
at our on-location sites is an important part of our culture.
Please be mindful of commute distance when considering applying.
Relocation assistance may be available for those who meet
eligibility requirementsThe Purpose of Your RoleThe 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 YouOur are crafted 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
- Click to hear from a few of our associates about the
outstanding benefits Fidelity offers:
- Click here for a local news story about how we are helping our
Training for Your RoleWe offer a paid, industry-leading development
program that will fully prepare you to engage with customers while
acquiring your Series 7 and 63 licenses.
- Click to learn more about and how we support our associates to
obtain their securities licensesSafety 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 onsiteLearn More: Please see below for the salary
range for work locations in Colorado only:$47,500This position is
eligible for incentive compensation or an annual bonus
opportunity.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
At Fidelity, youll 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 dont need a finance background to succeed at
Fidelitywe offer a range of opportunities for learning and growth
so you can build the career youve 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 .
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
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 800-835-5099, prompt 2, option 2.
Safety remains Fidelitys top priority and this will never change.
Because safety is our top priority, maximizing vaccination is our
goal. Fidelity believes that having as many associates vaccinated
as possible maximizes the safety of associates, customers, vendors,
visitors to our facilities, and the community. As we consider
safety protocols in our offices, all US Fidelity regular candidates
are offered the opportunity to voluntarily disclose their
vaccination status during the hiring process.
We welcome those with experience in jobs such as Advertising Sales
Manager, Medical Sales Rep, and Outside Sales Representative and
others in the Sales to apply.
Keywords: Fidelity Investments, Denver , Customer Relationship Advocate-Denver Tech Center, Other , Golden, Colorado
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