Financial Services CRA — Licensing Path to Series
Job in
Hopedale, Worcester County, Massachusetts, 01747, USA
Listed on 2026-03-13
Listing for:
Fidelity Investments
Full Time
position Listed on 2026-03-13
Job specializations:
-
Customer Service/HelpDesk
-
Finance & Banking
Job Description & How to Apply Below
Location: Hopedale
A leading financial services firm in Hopedale is seeking a Customer Relationship Advocate (CRA) to provide exceptional customer service while supporting clients through trade requests and inquiries. The role includes preparation for FINRA exams with full support from the company. Ideal candidates will have strong communication skills, a dedication to continuous learning, and the ability to build customer rapport. This position also offers diverse benefits including tuition reimbursement, health insurance, and a flexible hybrid work model.
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