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Customer Relationship Advocate

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Fidelity Investments

2021-12-03 08:50:25

Job location Denver, Colorado, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Do you enjoy helping others? Are you the "go to person" at work or in your community? Would your friends and family describe you as friendly and resourceful? We really should talk.

The Expertise We're Looking For

  • Relationship building skills
  • Commitment to customers
  • Experience in service, health care, or hospitality in people facing industries is strongly preferred.

You bring your passion, we'll invest in you. Yes, we are in financial services, but not in the way you might be thinking. We offer an industry-leading, paid development program that will prepare you to engage with customers while obtaining your Series 7 and 63 licenses where

you will learn all about the financial services industry products.

These inbound phone calls, chats, and email interactions can range from something as simple as an account balance inquiry to the complexity of helping inform difficult financial decisions, but your mission remains the same: help customers feel more confident, make clearer decisions, and achieve their own financial dreams.

The Skills You Bring

  • Your unwavering commitment to customers
  • Desire to learn and dedication to study and apply new concepts in order to obtain your financial licenses

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. To do this well, as a privately held company, we place a high degree of value in nurturing a work environment that attracts the best talent and reflects our commitment to being an employer of choice.

Job Type: Full-time

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