**Customer Relationship Advocate- Durham, NC**

**Durham , NC**

****

**Job Description:**

**We really should talk**

Fidelity wants extraordinary people with a passion for assisting others as candidates for a Customer Relationship Advocate (CRA) position. We have positions for those with and without college degreesand if you dont yet have a degree but want one we support that too. To assist you with your higher education goals, Fidelity **offers tuition reimbursement programs that can help you further your education**.

**No finance backgroundNo problem**

Yes, we are in financial services, but not in the old-fashioned way you might be thinking. If you come to us knowing the industry great, but if you need support learning that works too. We will provide you what you need through a **paid world class training program** to set you up for success. If you can bring us your dedication for helping others well teach you the financial expertise and assist you with becoming a licensed broker. At Fidelity, the customer experience is our top priority, and were looking for individuals that:

* Have relationship building skills and are committed to providing excellent customer service

* Have experience in **people facing industries** including service, retail, healthcare, or hospitality

This is a **full-time hourly phone position** that also offers the opportunity to work extra hours based on the business needs and your availability.

*Regular participation at our on-location sites is an important part of our culture. Please be mindful of commute distance when considering applying.*

*Relocation assistance may be available for those who meet eligibility requirements*

**The Purpose of Your Role**

The CRA role is an integral part of a broader team that takes incoming calls from our customer base while addressing customer service issues. We are looking for candidates who wish to gain financial expertise while growing professionally. Our successful CRAs assist clients with a broad range of needs including answering questions about their account balances to guiding them to the appropriate resources. The goal remains consistent for all interactions: **help customers feel more confident, make clearer decisions, and achieve their own financial dreams**.

**Our Investments in You**

Our

* Click to hear from a few of our associates about the outstanding benefits Fidelity offers:

* Click here for a local news story about how we are helping our

**Training for Your Role**

We **offer a paid, industry-leading development program** that will fully prepare you to engage with customers while acquiring your Series 7 and 63 licenses.

* Click to learn more about and how we support our associates to obtain their securities licenses

**COVID work policy**

Safety is our top priority. Once we can be together in person with fewer safety measures, this role will move to our dynamic working approach. You'll be spending some of your time onsite

**Learn More:**

****

**Certifications:**

Series 07 FINRA, Series 63 FINRA

****

**Company Overview**

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: *to strengthen the financial well-being of our clients*. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

**Join Us**

At Fidelity, youll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. And you dont need a finance background to succeed at Fidelitywe offer a range of opportunities for learning and growth so you can build the career youve always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.

We invite you to **Find Your Fidelity** at .

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.

Safety remains Fidelitys top priority and this will never change. Because safety is our top priority, maximizing vaccination is our goal. Fidelity believes that having as many associates vaccinated as possible maximizes the safety of associates, customers, vendors, visitors to our facilities, and the community. As we consider safety protocols in our offices, all US Fidelity regular candidates are offered the opportunity to voluntarily disclose their vaccination status during the hiring process.

**Fidelity benefits that adapt to everything life sends your way**

**Benefits With You in Mind**

Benefits for your whole life thats what youll find at Fidelity.

Youll find everything from perks that makes your daily life better to those big-picture, life-changing resources here with us. We have an amazing package of benefits and programs designed to help you thrive both in and outside of work.

**Family Programs**

* Adoption assistance

* Maternity & parental leave (16 weeks of fully-paid maternity leave and 6 weeks fully-paid parental leave)

**Wellness Programs**

* Dependent care flexible spending (FSA)

* On-site health & wellness centers

**Retirement Planning**

* 401(k): pre-tax and/or Roth

**Health & Insurance**

* Medical coverage

* Dental & Vision coverage

**Education Benefits**

* Step Ahead student loan assistance helping you pay down your loans so you can save on interest, with up to $10K in contributions

* Tuition reimbursement program

* Subject to your meeting initial and ongoing eligibility requirements, Company discretion and the availability of sufficient Company profits and cash flow.

** Albuquerque-based regular employees, excluding individuals employed in a retail branch location, are not eligible to receive the Profit Sharing contribution or Retiree Health Reimbursement Plan credits.

*** As of March 2019.

**Fidelity is invested in you**

**Committed to Continuous Learning**

At Fidelity, we are constantly adapting to the changing needs of our customers, new technologies, and better ways of working. And we empower our employees to do the same, with an emphasis on developing skills and connections that will help propel you forward in your career while being able to make an impact for Fidelitys customers around the world.

**Licenses & Certifications**

* Pursue your FINRA Series 7 and/or Series 63 licenses working in our Regional Centers to take your career to the next level as a licensed financial broker.

* Tuition reimbursement for online or in-person course work in pursuit of new certifications.

**Continuing Education & Training**

* Assess, build, and align your development plan through resources like our skill-building classroom and online courses.

* Video-based training for technology, leadership, management & more.

* Your facilitator, manager and business partners will give you ongoing support as you develop in your role and provide personalized feedback and coaching.

* A range of talent development programs to support career mobility.

**Mentoring**

* Dedicated mentors to help you grow into new areas of Fidelitys business as you develop new ski