Customer Relationship Advocate - Fidelity Investments

Smithfield, RI 02917

Posted: 08/04/2023 Industry: Customer Service/Call Center/Retail Job Number: 3402

Job Description

Skills for Rhode Island’s Future is recruiting candidates for Fidelity Investments. Please read more about Skills for Rhode Island’s Future at the end of this job description.

COMPANY NAME: Fidelity Investments
JOB TITLE: Customer Relationship Advocate 
LOCATION: Hybrid / Smithfield, RI
Hours: Full-time

Job Description

Customer Relationship Advocate (CRA) position is for people with a passion for assisting others. 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 guide them to the appropriate resources. The goal remains consistent for all interactions: Help customers feel more confident about their financial decisions.

Key Responsibilities:

  • Educate clients about their personal brokerage accounts
  • Provide exceptional service to all of our clients by processing their requests in an accurate and timely manner
  • Inform clients about Fidelity’s products and services to build loyalty and retention.
  • Support clients in making confident financial decision.
  • Optimize client experience at Fidelity and developing relationships and partnerships with clients..


  • Willing to obtain Series 7 and 63 licenses (Provided by the employer, if qualified)
  • Experience in people facing industries including service, retail, healthcare, or hospitality 
  • Ability to demonstrate a passion for customer service
  • Excellent interpersonal, verbal and written communications skills.
  • Ability to work well on teams and in fast-paced, cross-collaborative environments.
  • Possible work from home opportunity 

Customer Relationship Advocate

Do you enjoy helping others? Are you the “go to person” at work or in your community? Would your friends and peers describe you as friendly and curious?

We really should talk…

Fidelity wants great 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 degrees…and if you don’t 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 background…No 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 commitment for helping others – we’ll teach you the financial expertise and assist you with becoming a licensed broker.  At Fidelity, the customer experience is our top priority, and we’re looking for individuals that:

  • Have relationship building skills and are devoted to providing excellent customer service
  • Have experience in people facing industries including service, retail, healthcare, or hospitality

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

How to Apply
For more information and a full job description, please visit Skills for Rhode Island’s Future website at Applicants interested in this position will be screened by Skills for Rhode Island’s Future and Fidelity Investments will make the final hiring decisions.

Why Apply Through Skills for Rhode Island’s Future
Our mission is focused on supporting unemployed and underemployed job seekers. Our goal is to get you back to work. Skills for Rhode Island’s Future’s team will guide and provide you with support throughout the hiring process. Skills for Rhode Island’s Future has agreements with employers to recruit talent like you, making us a resource to get the unemployed and underemployed job seeker back to work.

Meet Your Recruiter

Nicholas Rayta

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