Customer Relationship Advocate


Denver, CO
United States

Category
Experience Required
Yes
Employment Type
Employee
Work Schedule
Full-Time
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, 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 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

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The Value You Deliver

At Fidelity, collaboration isn’t just about working together in our small teams; 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.