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Customer Relationship Advocate

posted July 7, 2017

Fidelity Investments
American Fork, UT
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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.
579171 l

About This Job

The Expertise We’re Looking For

  • Relationship building skills
  • Commitment to customers
  • Experience in service, healthcare, or hospitality in people facing industries are strongly preferred.

This is a full time hourly position that offers the opportunity for overtime based on the business needs and your availability.

The Purpose of Your Role

You bring your passion; we’ll invest in you. Yes, we are in financial services, but not in the competitive and old-fashioned 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 a new concepts in order to obtain your financial licenses

The Value You Deliver

At Fidelity, collaboration isn’t just about working together in our small teams (15ish); it’s about improving lives together. Our success as a firm is due to the personal responsibility and pride our associates take in getting things just right, and the compassion that drives us to go the extra mile for our customers and each other. We ask for and act on our associates’ input on everything from busting through customer issues to designing our workspaces.

Your Life

We believe that a balanced life is important. Our benefit programs are designed to help you and your loved ones balance the needs of work, life and family. Sound too good to be true? See for yourself and learn more about our benefit offerings.

Fidelity Investments was recognized as the Glassdoor Candidates’ Choice Awards for 2015 and CareerBliss 50 Happiest Companies in 2015.

Apply now to learn more!

Requirements

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. For information about working at Fidelity,  visit Fidelitycareers.com


Fidelity Investments is an equal opportunity employer

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About This Employer

Regional Office

fidelitycareers.com

About the company

At Fidelity, we're all about helping our customers live the lives they want. From the 23 million people investing their life savings, to the 20,000 businesses managing their employee benefits programs, to the 10,000 advisors and institutions needing innovative technology solutions to invest their clients' money, everything we do is done to help them achieve their goals.