Customer Experience Manager Salary in Utah, USA

Your work days are brighter here.At Workday, it all began with a conversation over breakfast. When our founders met at a sunny California diner, they came up with an idea to revolutionize the enterprise software market. And when we began to rise, one thing that really set us apart was our culture. A culture which was driven by our value of putting our people first. And ever since, the happiness, development, and contribution of every Workmate is central to who we are. Our Workmates believe a healthy employee-centric, collaborative culture is the essential mix of ingredients for success in business. That's why we look after our people, communities and the planet while still being profitable. Feel encouraged to shine, however that manifests: you don't need to hide who you are. You can feel the energy and the passion, it's what makes us unique. Inspired to make a brighter work day for all and transform with us to the next stage of our growth journey? Bring your brightest version of you and have a brighter work day here.About the TeamAbout the TeamCome join our team and experience Workday! As a Workday Customer Success Manager, you'll play a pivotal role in ensuring our customers realize maximum value from their Workday investments through comprehensive adoption and value engagements. We prioritize delivering exceptional experiences that support our customers throughout their business lifecycle. Through regular reviews, we identify achievements and uncover fresh opportunities for success.Our team has diverse backgrounds and experiences, all unified in our mission to empower our customers to succeed. We are a global organization spanning North America, EMEA, and APAC.About the RoleThe Global Customer Success (GCS) team is dedicated to engaging every customer, ensuring they derive meaningful value throughout their journey with Workday. Our focus on customer growth and innovation drives us to enhance product adoption, elevate customer outcomes, and secure renewals in close collaboration with our account teams. We meet each customer where they are and tailor our approach to meet their unique needs.Our commitment to fostering an inclusive, collaborative, and empowered environment for our Workmates enables us to innovate and consistently drive exceptional customer success!Responsibilities:Focused on high-touch, curated experiences for Workday's most strategic accounts working on engagements with medium to high complexity and providing proactive and ongoing adoption and value engagements at key moments of our customers' journeyActing as a strategic partner with insights into customer's objectives and driving product adoption by aligning Workday's features and functionality with customers' overall business needsAbility to understand and identify Workday services and offerings and how they help meet customer's objectives leading to upsell opportunitiesWorks on a diverse scope of situations where data analysis requires evaluation of to prioritize and drive resolution Acting as a liaison between product management and the customer with a focus on communicating the Workday Roadmap and how this will influence customer activities.Collaborating cross functionally with account team members to create a seamless & optimal customer experienceCreating customer champions and advocatesExpected results within 3-6 months:A working knowledge of Workday products, services and offerings.Self-sufficient management of a portfolio of 20-25 customers in the United States.Detailed & prioritized account plan development, including product adoption strategies and the identification of any upsell opportunities.Manage and establish customer relationships including key executives and decision makers Timely execution of customer success engagements.About YouBasic QualificationsMinimum of 3-5 years in a customer facing services role (customer success, consulting, or account management) that includes customer growth, adoption and issue resolution at both the business owner and senior leadership levels.Customer management experience in a complex software or SaaS environment.Demonstrated ability to engage positive relationships to collaborate across multiple company functions (Sales, Services and Product Management).Other QualificationsFunctional domain expertise with Financials (in addition to HCM/Payroll) is preferred.Consistent track record to collaborate and build positive relationships with customers including the executive level.Excellent verbal and written communication skills, including the ability to chair meetings with executive leadership.Bachelor degree or equivalent work experience; Business or Technical degree preferred.Ability to travel up to 30%.Critical skills essential to the role: Conflict resolution, critical thinking, data analysis, executive presence, influencing, active discovery, managing ambiguity, negotiation, problem-solving, product acumen, stakeholder managementWorkday Pay Transparency StatementThe annualized base salary ranges for the primary location and any additional locations are listed below. Workday pay ranges vary based on work location. As a part of the total compensation package, this role may be eligible for the Workday Bonus Plan or a role-specific commission/bonus, as well as annual refresh stock grants. Recruiters can share more detail during the hiring process. Each candidate's compensation offer will be based on multiple factors including, but not limited to, geography, experience, skills, job duties, and business need, among other things. For more information regarding Workday's comprehensive benefits, please click here.Primary Location: USA.UT.Salt Lake City Primary Location Base Pay Range: $88,300 USD - $132,500 USD Additional US Location(s) Base Pay Range: $84,000 USD - $155,600 USDOur Approach to Flexible Work With Flex Work, we're combining the best of both worlds: in-person time and remote. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. We know that flexibility can take shape in many ways, so rather than a number of required days in-office each week, we simply spend at least half (50%) of our time each quarter in the office or in the field with our customers, prospects, and partners (depending on role). This means you'll have the freedom to create a flexible schedule that caters to your business, team, and personal needs, while being intentional to make the most of time spent together. Those in our remote "home office" roles also have the opportunity to come together in our offices for important moments that matter.Pursuant to applicable Fair Chance law, Workday will consider for employment qualified applicants with arrest and conviction records.Workday is an Equal Opportunity Employer including individuals with disabilities and protected veterans.Are you being referred to one of our roles? If so, ask your connection at Workday about our Employee Referral process!

Job Description:Customer Relationship Advocate Career Development ExperienceJoin our team of Customer Relationship Advocates (CRA) for a variety-filled experience where you'll have dedicated time to focus on growth, career development and renewal while you support our customers by taking inbound calls. Are you interested in Financial Services? This might be the right opportunity for you.....This first-of-its-kind experience supercharges your early career and growth at Fidelity with personalized support, knowledgeable career guides and celebration of your achievements, while learning about Fidelity and building skills and experiences. In this role, you will assist our clients with a broad range of needs including answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades.Would you like to learn more about the Customer Relationship Advocate position? Take our virtual experience and learn what it is like to work in this role. Click here https://go.fidelity.com/ExperienceCRA(opens in a new tab) to experience what it is like to work in this role.. What to expect...As a new CRA, you'll learn about the financial services industry, develop your skills, and gain new experiences.First four months, prepare to become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 and 63 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time, with readily available resources that you can take advantage of including licensing coaches and group workshops. These exams can be challenging but we are here to help!Subsequent months, begin taking customer calls with increasing complexity over time to develop and hone your skills. Engage in dedicated time each week to connect and refuel - by exploring the career center, networking with colleagues, taking online classes, and more!As you gain confidence and develop proficiency serving customers, get more variety in your work week by spending time building advanced skills aligned with the next role that interests you.Advantages of our career development experience...You are learning. We provide all the training you need to develop the skills needed to service our customers and study for your FINRA licensing exams! You don't need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience. Our inclusive culture empowers associates to achieve success while building a supportive network. You are growing. From day one you'll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.You can explore. You'll experience variety in your work with dedicated time for development activities and doing work that goes beyond answering customer calls so you can discover the next step in your career. As you continue to grow, you can become eligible for career mobility opportunities.The Skills You BringDesire to establish rapport and relationships with customers and the team through effective communicationExperience in customer service, call center, or financial services preferredA strong interest in financial servicesExceptional Problem-solving skills and a demonstrated history of overcoming academic or professional challengesAbility and flexibility to work in a "hybrid" work setting, both at home and in officeComfortable with technology and ability to navigate multiple systems simultaneouslyAbility to handle different types of situations, emotions and conversations driving towards a resolution suitable for allAptitude to complete our industry-leading paid development experience will fully prepare you to engage with customers while taking the SIE, Series 7 Top Off and Series 63 examsEnthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly and retaining information to assist with decision-makingThe Value You DeliverDemonstrate empathy and passion for helping people and ensure an excellent customer experience through a phone interactionService varied customer needs, including balance inquiries, money movement, trading, and moreAnswer questions and provide resources to deepen client understanding and build confidenceOur Investments in YouOur benefit programs (opens in a new tab) are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.Sound too good to be true? See for yourself and learn more about our benefits offerings:Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab)Click here for a local news story about how we are helping our employee's payback their student loan debt (opens in a new tab)Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 63 Required to obtain within the first 3.5 monthsLearn More: Dynamic Working (opens in a new tab)Certifications:Series 07 - FINRA, Series 63 - FINRACompany Overview Fidelity Investments is a privately held company with a mission 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. Join Us 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. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. 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 Accommodation Team by sending an email to [email protected] welcome those with experience in jobs such as Billing, Cost, and Rate Clerk, Accounts Payable Clerk, and Senior Accountant and others in the Accounting and Finance to apply.

Job Description:Customer Relationship Advocate Career Development ExperienceJoin our team of Customer Relationship Advocates (CRA) for a variety-filled experience where you'll have dedicated time to focus on growth, career development and renewal while you support our customers by taking inbound calls. Are you interested in Financial Services? This might be the right opportunity for you.....This first-of-its-kind experience supercharges your early career and growth at Fidelity with personalized support, knowledgeable career guides and celebration of your achievements, while learning about Fidelity and building skills and experiences. In this role, you will assist our clients with a broad range of needs including answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades.Would you like to learn more about the Customer Relationship Advocate position? Take our virtual experience and learn what it is like to work in this role. Click here https://go.fidelity.com/ExperienceCRA(opens in a new tab) to experience what it is like to work in this role.. What to expect...As a new CRA, you'll learn about the financial services industry, develop your skills, and gain new experiences.First four months, prepare to become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 and 63 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time, with readily available resources that you can take advantage of including licensing coaches and group workshops. These exams can be challenging but we are here to help!Subsequent months, begin taking customer calls with increasing complexity over time to develop and hone your skills. Engage in dedicated time each week to connect and refuel - by exploring the career center, networking with colleagues, taking online classes, and more!As you gain confidence and develop proficiency serving customers, get more variety in your work week by spending time building advanced skills aligned with the next role that interests you.Advantages of our career development experience...You are learning. We provide all the training you need to develop the skills needed to service our customers and study for your FINRA licensing exams! You don't need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience. Our inclusive culture empowers associates to achieve success while building a supportive network. You are growing. From day one you'll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.You can explore. You'll experience variety in your work with dedicated time for development activities and doing work that goes beyond answering customer calls so you can discover the next step in your career. As you continue to grow, you can become eligible for career mobility opportunities.The Skills You BringDesire to establish rapport and relationships with customers and the team through effective communicationExperience in customer service, call center, or financial services preferredA strong interest in financial servicesExceptional Problem-solving skills and a demonstrated history of overcoming academic or professional challengesAbility and flexibility to work in a "hybrid" work setting, both at home and in officeComfortable with technology and ability to navigate multiple systems simultaneouslyAbility to handle different types of situations, emotions and conversations driving towards a resolution suitable for allAptitude to complete our industry-leading paid development experience will fully prepare you to engage with customers while taking the SIE, Series 7 Top Off and Series 63 examsEnthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly and retaining information to assist with decision-makingThe Value You DeliverDemonstrate empathy and passion for helping people and ensure an excellent customer experience through a phone interactionService varied customer needs, including balance inquiries, money movement, trading, and moreAnswer questions and provide resources to deepen client understanding and build confidenceOur Investments in YouOur benefit programs (opens in a new tab) are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.Sound too good to be true? See for yourself and learn more about our benefits offerings:Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab)Click here for a local news story about how we are helping our employee's payback their student loan debt (opens in a new tab)Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 63 Required to obtain within the first 3.5 monthsLearn More: Dynamic Working (opens in a new tab)Certifications:Series 07 - FINRA, Series 63 - FINRACompany Overview Fidelity Investments is a privately held company with a mission 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. Join Us 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. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. 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 Accommodation Team by sending an email to [email protected] welcome those with experience in jobs such as Accounts Payable Clerk, Bookkeeper, and Senior Accountant and others in the Accounting and Finance to apply.

Job Description:Customer Relationship Advocate Career Development ExperienceJoin our team of Customer Relationship Advocates (CRA) for a variety-filled experience where you'll have dedicated time to focus on growth, career development and renewal while you support our customers by taking inbound calls. Are you interested in Financial Services? This might be the right opportunity for you.....This first-of-its-kind experience supercharges your early career and growth at Fidelity with personalized support, knowledgeable career guides and celebration of your achievements, while learning about Fidelity and building skills and experiences. In this role, you will assist our clients with a broad range of needs including answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades.Would you like to learn more about the Customer Relationship Advocate position? Take our virtual experience and learn what it is like to work in this role. Click here https://go.fidelity.com/ExperienceCRA(opens in a new tab) to experience what it is like to work in this role.. What to expect...As a new CRA, you'll learn about the financial services industry, develop your skills, and gain new experiences.First four months, prepare to become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 and 63 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time, with readily available resources that you can take advantage of including licensing coaches and group workshops. These exams can be challenging but we are here to help!Subsequent months, begin taking customer calls with increasing complexity over time to develop and hone your skills. Engage in dedicated time each week to connect and refuel - by exploring the career center, networking with colleagues, taking online classes, and more!As you gain confidence and develop proficiency serving customers, get more variety in your work week by spending time building advanced skills aligned with the next role that interests you.Advantages of our career development experience...You are learning. We provide all the training you need to develop the skills needed to service our customers and study for your FINRA licensing exams! You don't need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience. Our inclusive culture empowers associates to achieve success while building a supportive network. You are growing. From day one you'll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.You can explore. You'll experience variety in your work with dedicated time for development activities and doing work that goes beyond answering customer calls so you can discover the next step in your career. As you continue to grow, you can become eligible for career mobility opportunities.The Skills You BringDesire to establish rapport and relationships with customers and the team through effective communicationExperience in customer service, call center, or financial services preferredA strong interest in financial servicesExceptional Problem-solving skills and a demonstrated history of overcoming academic or professional challengesAbility and flexibility to work in a "hybrid" work setting, both at home and in officeComfortable with technology and ability to navigate multiple systems simultaneouslyAbility to handle different types of situations, emotions and conversations driving towards a resolution suitable for allAptitude to complete our industry-leading paid development experience will fully prepare you to engage with customers while taking the SIE, Series 7 Top Off and Series 63 examsEnthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly and retaining information to assist with decision-makingThe Value You DeliverDemonstrate empathy and passion for helping people and ensure an excellent customer experience through a phone interactionService varied customer needs, including balance inquiries, money movement, trading, and moreAnswer questions and provide resources to deepen client understanding and build confidenceOur Investments in YouOur benefit programs (opens in a new tab) are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.Sound too good to be true? See for yourself and learn more about our benefits offerings:Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab)Click here for a local news story about how we are helping our employee's payback their student loan debt (opens in a new tab)Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 63 Required to obtain within the first 3.5 monthsLearn More: Dynamic Working (opens in a new tab)Certifications:Series 07 - FINRA, Series 63 - FINRACompany Overview Fidelity Investments is a privately held company with a mission 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. Join Us 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. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. 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 Accommodation Team by sending an email to [email protected] welcome those with experience in jobs such as Assistant Manger, Assistant Store Manager, and Department Supervisor and others in the Retail to apply.

Job Description:Customer Relationship Advocate Career Development ExperienceJoin our team of Customer Relationship Advocates (CRA) for a variety-filled experience where you'll have dedicated time to focus on growth, career development and renewal while you support our customers by taking inbound calls. Are you interested in Financial Services? This might be the right opportunity for you.....This first-of-its-kind experience supercharges your early career and growth at Fidelity with personalized support, knowledgeable career guides and celebration of your achievements, while learning about Fidelity and building skills and experiences. In this role, you will assist our clients with a broad range of needs including answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades.Would you like to learn more about the Customer Relationship Advocate position? Take our virtual experience and learn what it is like to work in this role. Click here https://go.fidelity.com/ExperienceCRA(opens in a new tab) to experience what it is like to work in this role.. What to expect...As a new CRA, you'll learn about the financial services industry, develop your skills, and gain new experiences.First four months, prepare to become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 and 63 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time, with readily available resources that you can take advantage of including licensing coaches and group workshops. These exams can be challenging but we are here to help!Subsequent months, begin taking customer calls with increasing complexity over time to develop and hone your skills. Engage in dedicated time each week to connect and refuel - by exploring the career center, networking with colleagues, taking online classes, and more!As you gain confidence and develop proficiency serving customers, get more variety in your work week by spending time building advanced skills aligned with the next role that interests you.Advantages of our career development experience...You are learning. We provide all the training you need to develop the skills needed to service our customers and study for your FINRA licensing exams! You don't need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience. Our inclusive culture empowers associates to achieve success while building a supportive network. You are growing. From day one you'll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.You can explore. You'll experience variety in your work with dedicated time for development activities and doing work that goes beyond answering customer calls so you can discover the next step in your career. As you continue to grow, you can become eligible for career mobility opportunities.The Skills You BringDesire to establish rapport and relationships with customers and the team through effective communicationExperience in customer service, call center, or financial services preferredA strong interest in financial servicesExceptional Problem-solving skills and a demonstrated history of overcoming academic or professional challengesAbility and flexibility to work in a "hybrid" work setting, both at home and in officeComfortable with technology and ability to navigate multiple systems simultaneouslyAbility to handle different types of situations, emotions and conversations driving towards a resolution suitable for allAptitude to complete our industry-leading paid development experience will fully prepare you to engage with customers while taking the SIE, Series 7 Top Off and Series 63 examsEnthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly and retaining information to assist with decision-makingThe Value You DeliverDemonstrate empathy and passion for helping people and ensure an excellent customer experience through a phone interactionService varied customer needs, including balance inquiries, money movement, trading, and moreAnswer questions and provide resources to deepen client understanding and build confidenceOur Investments in YouOur benefit programs (opens in a new tab) are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.Sound too good to be true? See for yourself and learn more about our benefits offerings:Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab)Click here for a local news story about how we are helping our employee's payback their student loan debt (opens in a new tab)Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 63 Required to obtain within the first 3.5 monthsLearn More: Dynamic Working (opens in a new tab)Certifications:Series 07 - FINRA, Series 63 - FINRACompany Overview Fidelity Investments is a privately held company with a mission 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. Join Us 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. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. 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 Accommodation Team by sending an email to [email protected] welcome those with experience in jobs such as Assistant Manger, Assistant Store Manager, and Department Supervisor and others in the Retail to apply.

Job Description:Customer Relationship Advocate Career Development ExperienceJoin our team of Customer Relationship Advocates (CRA) for a variety-filled experience where you'll have dedicated time to focus on growth, career development and renewal while you support our customers by taking inbound calls. Are you interested in Financial Services? This might be the right opportunity for you.....This first-of-its-kind experience supercharges your early career and growth at Fidelity with personalized support, knowledgeable career guides and celebration of your achievements, while learning about Fidelity and building skills and experiences. In this role, you will assist our clients with a broad range of needs including answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades.Would you like to learn more about the Customer Relationship Advocate position? Take our virtual experience and learn what it is like to work in this role. Click here https://go.fidelity.com/ExperienceCRA(opens in a new tab) to experience what it is like to work in this role.. What to expect...As a new CRA, you'll learn about the financial services industry, develop your skills, and gain new experiences.First four months, prepare to become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 and 63 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time, with readily available resources that you can take advantage of including licensing coaches and group workshops. These exams can be challenging but we are here to help!Subsequent months, begin taking customer calls with increasing complexity over time to develop and hone your skills. Engage in dedicated time each week to connect and refuel - by exploring the career center, networking with colleagues, taking online classes, and more!As you gain confidence and develop proficiency serving customers, get more variety in your work week by spending time building advanced skills aligned with the next role that interests you.Advantages of our career development experience...You are learning. We provide all the training you need to develop the skills needed to service our customers and study for your FINRA licensing exams! You don't need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience. Our inclusive culture empowers associates to achieve success while building a supportive network. You are growing. From day one you'll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.You can explore. You'll experience variety in your work with dedicated time for development activities and doing work that goes beyond answering customer calls so you can discover the next step in your career. As you continue to grow, you can become eligible for career mobility opportunities.The Skills You BringDesire to establish rapport and relationships with customers and the team through effective communicationExperience in customer service, call center, or financial services preferredA strong interest in financial servicesExceptional Problem-solving skills and a demonstrated history of overcoming academic or professional challengesAbility and flexibility to work in a "hybrid" work setting, both at home and in officeComfortable with technology and ability to navigate multiple systems simultaneouslyAbility to handle different types of situations, emotions and conversations driving towards a resolution suitable for allAptitude to complete our industry-leading paid development experience will fully prepare you to engage with customers while taking the SIE, Series 7 Top Off and Series 63 examsEnthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly and retaining information to assist with decision-makingThe Value You DeliverDemonstrate empathy and passion for helping people and ensure an excellent customer experience through a phone interactionService varied customer needs, including balance inquiries, money movement, trading, and moreAnswer questions and provide resources to deepen client understanding and build confidenceOur Investments in YouOur benefit programs (opens in a new tab) are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.Sound too good to be true? See for yourself and learn more about our benefits offerings:Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab)Click here for a local news story about how we are helping our employee's payback their student loan debt (opens in a new tab)Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 63 Required to obtain within the first 3.5 monthsLearn More: Dynamic Working (opens in a new tab)Certifications:Series 07 - FINRA, Series 63 - FINRACompany Overview Fidelity Investments is a privately held company with a mission 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. Join Us 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. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. 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 Accommodation Team by sending an email to [email protected] welcome those with experience in jobs such as Retail Manager, Assistant Manger, and Department Supervisor and others in the Retail to apply.

Job Description:Customer Relationship Advocate Career Development ExperienceJoin our team of Customer Relationship Advocates (CRA) for a variety-filled experience where you'll have dedicated time to focus on growth, career development and renewal while you support our customers by taking inbound calls. Are you interested in Financial Services? This might be the right opportunity for you.....This first-of-its-kind experience supercharges your early career and growth at Fidelity with personalized support, knowledgeable career guides and celebration of your achievements, while learning about Fidelity and building skills and experiences. In this role, you will assist our clients with a broad range of needs including answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades.Would you like to learn more about the Customer Relationship Advocate position? Take our virtual experience and learn what it is like to work in this role. Click here https://go.fidelity.com/ExperienceCRA(opens in a new tab) to experience what it is like to work in this role.. What to expect...As a new CRA, you'll learn about the financial services industry, develop your skills, and gain new experiences.First four months, prepare to become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 and 63 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time, with readily available resources that you can take advantage of including licensing coaches and group workshops. These exams can be challenging but we are here to help!Subsequent months, begin taking customer calls with increasing complexity over time to develop and hone your skills. Engage in dedicated time each week to connect and refuel - by exploring the career center, networking with colleagues, taking online classes, and more!As you gain confidence and develop proficiency serving customers, get more variety in your work week by spending time building advanced skills aligned with the next role that interests you.Advantages of our career development experience...You are learning. We provide all the training you need to develop the skills needed to service our customers and study for your FINRA licensing exams! You don't need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience. Our inclusive culture empowers associates to achieve success while building a supportive network. You are growing. From day one you'll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.You can explore. You'll experience variety in your work with dedicated time for development activities and doing work that goes beyond answering customer calls so you can discover the next step in your career. As you continue to grow, you can become eligible for career mobility opportunities.The Skills You BringDesire to establish rapport and relationships with customers and the team through effective communicationExperience in customer service, call center, or financial services preferredA strong interest in financial servicesExceptional Problem-solving skills and a demonstrated history of overcoming academic or professional challengesAbility and flexibility to work in a "hybrid" work setting, both at home and in officeComfortable with technology and ability to navigate multiple systems simultaneouslyAbility to handle different types of situations, emotions and conversations driving towards a resolution suitable for allAptitude to complete our industry-leading paid development experience will fully prepare you to engage with customers while taking the SIE, Series 7 Top Off and Series 63 examsEnthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly and retaining information to assist with decision-makingThe Value You DeliverDemonstrate empathy and passion for helping people and ensure an excellent customer experience through a phone interactionService varied customer needs, including balance inquiries, money movement, trading, and moreAnswer questions and provide resources to deepen client understanding and build confidenceOur Investments in YouOur benefit programs (opens in a new tab) are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.Sound too good to be true? See for yourself and learn more about our benefits offerings:Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab)Click here for a local news story about how we are helping our employee's payback their student loan debt (opens in a new tab)Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 63 Required to obtain within the first 3.5 monthsLearn More: Dynamic Working (opens in a new tab)Certifications:Series 07 - FINRA, Series 63 - FINRACompany Overview Fidelity Investments is a privately held company with a mission 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. Join Us 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. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. 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 Accommodation Team by sending an email to [email protected] welcome those with experience in jobs such as Retail Manager, Assistant Store Manager, and Department Supervisor and others in the Retail to apply.

Job Description:Customer Relationship Advocate Career Development ExperienceJoin our team of Customer Relationship Advocates (CRA) for a variety-filled experience where you'll have dedicated time to focus on growth, career development and renewal while you support our customers by taking inbound calls. Are you interested in Financial Services? This might be the right opportunity for you.....This first-of-its-kind experience supercharges your early career and growth at Fidelity with personalized support, knowledgeable career guides and celebration of your achievements, while learning about Fidelity and building skills and experiences. In this role, you will assist our clients with a broad range of needs including answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades.Would you like to learn more about the Customer Relationship Advocate position? Take our virtual experience and learn what it is like to work in this role. Click here https://go.fidelity.com/ExperienceCRA(opens in a new tab) to experience what it is like to work in this role.. What to expect...As a new CRA, you'll learn about the financial services industry, develop your skills, and gain new experiences.First four months, prepare to become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 and 63 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time, with readily available resources that you can take advantage of including licensing coaches and group workshops. These exams can be challenging but we are here to help!Subsequent months, begin taking customer calls with increasing complexity over time to develop and hone your skills. Engage in dedicated time each week to connect and refuel - by exploring the career center, networking with colleagues, taking online classes, and more!As you gain confidence and develop proficiency serving customers, get more variety in your work week by spending time building advanced skills aligned with the next role that interests you.Advantages of our career development experience...You are learning. We provide all the training you need to develop the skills needed to service our customers and study for your FINRA licensing exams! You don't need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience. Our inclusive culture empowers associates to achieve success while building a supportive network. You are growing. From day one you'll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.You can explore. You'll experience variety in your work with dedicated time for development activities and doing work that goes beyond answering customer calls so you can discover the next step in your career. As you continue to grow, you can become eligible for career mobility opportunities.The Skills You BringDesire to establish rapport and relationships with customers and the team through effective communicationExperience in customer service, call center, or financial services preferredA strong interest in financial servicesExceptional Problem-solving skills and a demonstrated history of overcoming academic or professional challengesAbility and flexibility to work in a "hybrid" work setting, both at home and in officeComfortable with technology and ability to navigate multiple systems simultaneouslyAbility to handle different types of situations, emotions and conversations driving towards a resolution suitable for allAptitude to complete our industry-leading paid development experience will fully prepare you to engage with customers while taking the SIE, Series 7 Top Off and Series 63 examsEnthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly and retaining information to assist with decision-makingThe Value You DeliverDemonstrate empathy and passion for helping people and ensure an excellent customer experience through a phone interactionService varied customer needs, including balance inquiries, money movement, trading, and moreAnswer questions and provide resources to deepen client understanding and build confidenceOur Investments in YouOur benefit programs (opens in a new tab) are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.Sound too good to be true? See for yourself and learn more about our benefits offerings:Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab)Click here for a local news story about how we are helping our employee's payback their student loan debt (opens in a new tab)Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 63 Required to obtain within the first 3.5 monthsLearn More: Dynamic Working (opens in a new tab)Certifications:Series 07 - FINRA, Series 63 - FINRACompany Overview Fidelity Investments is a privately held company with a mission 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. Join Us 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. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. 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 Accommodation Team by sending an email to [email protected] welcome those with experience in jobs such as Assistant Manger, Assistant Store Manager, and Department Supervisor and others in the Retail to apply.

Job Description:Customer Relationship Advocate Career Development ExperienceJoin our team of Customer Relationship Advocates (CRA) for a variety-filled experience where you'll have dedicated time to focus on growth, career development and renewal while you support our customers by taking inbound calls. Are you interested in Financial Services? This might be the right opportunity for you.....This first-of-its-kind experience supercharges your early career and growth at Fidelity with personalized support, knowledgeable career guides and celebration of your achievements, while learning about Fidelity and building skills and experiences. In this role, you will assist our clients with a broad range of needs including answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades.Would you like to learn more about the Customer Relationship Advocate position? Take our virtual experience and learn what it is like to work in this role. Click here https://go.fidelity.com/ExperienceCRA(opens in a new tab) to experience what it is like to work in this role.. What to expect...As a new CRA, you'll learn about the financial services industry, develop your skills, and gain new experiences.First four months, prepare to become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 and 63 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time, with readily available resources that you can take advantage of including licensing coaches and group workshops. These exams can be challenging but we are here to help!Subsequent months, begin taking customer calls with increasing complexity over time to develop and hone your skills. Engage in dedicated time each week to connect and refuel - by exploring the career center, networking with colleagues, taking online classes, and more!As you gain confidence and develop proficiency serving customers, get more variety in your work week by spending time building advanced skills aligned with the next role that interests you.Advantages of our career development experience...You are learning. We provide all the training you need to develop the skills needed to service our customers and study for your FINRA licensing exams! You don't need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience. Our inclusive culture empowers associates to achieve success while building a supportive network. You are growing. From day one you'll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.You can explore. You'll experience variety in your work with dedicated time for development activities and doing work that goes beyond answering customer calls so you can discover the next step in your career. As you continue to grow, you can become eligible for career mobility opportunities.The Skills You BringDesire to establish rapport and relationships with customers and the team through effective communicationExperience in customer service, call center, or financial services preferredA strong interest in financial servicesExceptional Problem-solving skills and a demonstrated history of overcoming academic or professional challengesAbility and flexibility to work in a "hybrid" work setting, both at home and in officeComfortable with technology and ability to navigate multiple systems simultaneouslyAbility to handle different types of situations, emotions and conversations driving towards a resolution suitable for allAptitude to complete our industry-leading paid development experience will fully prepare you to engage with customers while taking the SIE, Series 7 Top Off and Series 63 examsEnthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly and retaining information to assist with decision-makingThe Value You DeliverDemonstrate empathy and passion for helping people and ensure an excellent customer experience through a phone interactionService varied customer needs, including balance inquiries, money movement, trading, and moreAnswer questions and provide resources to deepen client understanding and build confidenceOur Investments in YouOur benefit programs (opens in a new tab) are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.Sound too good to be true? See for yourself and learn more about our benefits offerings:Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab)Click here for a local news story about how we are helping our employee's payback their student loan debt (opens in a new tab)Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 63 Required to obtain within the first 3.5 monthsLearn More: Dynamic Working (opens in a new tab)Certifications:Series 07 - FINRA, Series 63 - FINRACompany Overview Fidelity Investments is a privately held company with a mission 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. Join Us 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. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. 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 Accommodation Team by sending an email to [email protected] welcome those with experience in jobs such as Retail Manager, Assistant Manger, and Department Supervisor and others in the Retail to apply.

Job Description:Customer Relationship Advocate Career Development ExperienceJoin our team of Customer Relationship Advocates (CRA) for a variety-filled experience where you'll have dedicated time to focus on growth, career development and renewal while you support our customers by taking inbound calls. Are you interested in Financial Services? This might be the right opportunity for you.....This first-of-its-kind experience supercharges your early career and growth at Fidelity with personalized support, knowledgeable career guides and celebration of your achievements, while learning about Fidelity and building skills and experiences. In this role, you will assist our clients with a broad range of needs including answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades.Would you like to learn more about the Customer Relationship Advocate position? Take our virtual experience and learn what it is like to work in this role. Click here https://go.fidelity.com/ExperienceCRA(opens in a new tab) to experience what it is like to work in this role.. What to expect...As a new CRA, you'll learn about the financial services industry, develop your skills, and gain new experiences.First four months, prepare to become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 and 63 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time, with readily available resources that you can take advantage of including licensing coaches and group workshops. These exams can be challenging but we are here to help!Subsequent months, begin taking customer calls with increasing complexity over time to develop and hone your skills. Engage in dedicated time each week to connect and refuel - by exploring the career center, networking with colleagues, taking online classes, and more!As you gain confidence and develop proficiency serving customers, get more variety in your work week by spending time building advanced skills aligned with the next role that interests you.Advantages of our career development experience...You are learning. We provide all the training you need to develop the skills needed to service our customers and study for your FINRA licensing exams! You don't need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience. Our inclusive culture empowers associates to achieve success while building a supportive network. You are growing. From day one you'll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.You can explore. You'll experience variety in your work with dedicated time for development activities and doing work that goes beyond answering customer calls so you can discover the next step in your career. As you continue to grow, you can become eligible for career mobility opportunities.The Skills You BringDesire to establish rapport and relationships with customers and the team through effective communicationExperience in customer service, call center, or financial services preferredA strong interest in financial servicesExceptional Problem-solving skills and a demonstrated history of overcoming academic or professional challengesAbility and flexibility to work in a "hybrid" work setting, both at home and in officeComfortable with technology and ability to navigate multiple systems simultaneouslyAbility to handle different types of situations, emotions and conversations driving towards a resolution suitable for allAptitude to complete our industry-leading paid development experience will fully prepare you to engage with customers while taking the SIE, Series 7 Top Off and Series 63 examsEnthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly and retaining information to assist with decision-makingThe Value You DeliverDemonstrate empathy and passion for helping people and ensure an excellent customer experience through a phone interactionService varied customer needs, including balance inquiries, money movement, trading, and moreAnswer questions and provide resources to deepen client understanding and build confidenceOur Investments in YouOur benefit programs (opens in a new tab) are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.Sound too good to be true? See for yourself and learn more about our benefits offerings:Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab)Click here for a local news story about how we are helping our employee's payback their student loan debt (opens in a new tab)Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 63 Required to obtain within the first 3.5 monthsLearn More: Dynamic Working (opens in a new tab)Certifications:Series 07 - FINRA, Series 63 - FINRACompany Overview Fidelity Investments is a privately held company with a mission 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. Join Us 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. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. 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 Accommodation Team by sending an email to [email protected] welcome those with experience in jobs such as Retail Manager, Assistant Store Manager, and Department Supervisor and others in the Retail to apply.