Fidelity Investments Inc. seeks a Customer Relationship Advocate to join our team.
You will provide excellent customer service over inbound calls and support Fidelity’s clients, with focus on trade requests, money movement, and online support. This role includes a structured three-stage development path: licensing prep for FINRA SIE, Series 7 Top Off, and Series 63, followed by skill development and career exploration; is onsite for one week every four weeks during rollout, with sponsorship not
#J-18808-LjbffrCustomer Relationship Advocate — Finance Licensing Path in westlake at Unknown Company
This position is listed as full time and onsite.