Customer Relationship Advocate - Financial Services - Day Shift
Employment type
Full-time
Work setting
On-site
Location
Covington, KY
Schedule
Day shift
Posted
You'll be redirected to the employer's application page.
Job overview
The Customer Relationship Advocate is an onsite role based in Covington, KY. Compensation is not specified for this position, which supports the customer service department at Fidelity Investments. This role exists to provide licensed financial support to clients, handling inbound inquiries regarding trade requests and money movement. The advocate contributes to the team by developing financial expertise and maintaining high service standards.
What you'll do
- Answer inbound client calls, assist with trade requests, manage money movement, and complete FINRA licensing requirements.
What we're looking for
- Skills & competencies
- full-timeday shiftcovington kycustomer servicefinancial servicesfidelitylicensed professionalonsitecareer developmentfinra
- Work arrangement
- Weekend coverage required
Benefits & perks
- Maternal and Parental Leave, Student Loan Assistance, 401(K) up to 7% match, Health/Dental/Vision Insurance.
Why this role
Includes sponsored FINRA licensing (SIE, Series 7, 63).
About the employer
Fidelity Investments is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Portfolio Management and Investment Advice
- Occupation code
- 43-4051.00
You'll be redirected to the employer's application page.
Listing ID: b87d5b90-955c-4273-9e19-17fcbb88db19