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Customer Relationship Advocate Career Development - Westlake, TX

Job in Roanoke, Denton County, Texas, 76299, USA
Listing for: Fidelity Investments
Full Time, Seasonal/Temporary position
Listed on 2025-12-02
Job specializations:
  • Customer Service/HelpDesk
    Customer Service Rep, Bilingual
Job Description & How to Apply Below
Position: Customer Relationship Advocate Career Development Experience- Westlake, TX
Customer Relationship Advocate Career Development Experience - Westlake, TX

Join our team of Customer Relationship Advocates (CRA) at Fidelity Investments. This unique program accelerates your early career growth with personalized support, skill development, and training.

Role Overview

As a licensed professional, you will provide exceptional customer service by answering inbound calls and supporting Fidelity’s clients with a variety of needs, including trade requests, money movements, and online support.

Program Milestones

  • Licensing Preparation: Prepare for FINRA registration (SIE, Series 7, and 63 licenses) with fully sponsored study time, resources, and coaching.
  • Skill Development: Handle more complex calls, engage with your team, and expand your network.
  • Proficiency and Career Growth: Gain confidence, explore new career paths through job shadowing, and utilize our career center.
  • Candidate Qualifications

    • Dedication to completing FINRA licensing exams through our program.
    • Enthusiasm for learning, quick application of new concepts, and decision-making skills.
    • Ability to build rapport and communicate effectively with customers.
    • Adaptability, personal accountability, and problem-solving skills.
    • Comfort with technology and navigating multiple systems.

    Additional Information

    • Fidelity does not sponsor immigration for this role.
    • We value diversity and inclusion, offering comprehensive benefits such as parental leave, tuition reimbursement, 401(k) match, health insurance, and more.
    • This position is part of our hybrid work model, requiring onsite presence every other week.

    Job Details

    • Seniority Level: Internship
    • Employment Type:

      Full-time
    • Job Function:
      Other

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