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Client Success Advocate - Finance Licensing Path
Job in
Covington, Kenton County, Kentucky, 41011, USA
Listed on 2026-07-24
Listing for:
Fidelity Investments
Full Time
position Listed on 2026-07-24
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep
Job Description & How to Apply Below
Fidelity Investments is seeking a Customer Relationship Advocate (CRA) to join our on-site team. You will be a licensed professional providing outstanding customer service while handling inbound calls and supporting clients with a broad range of needs, including trades, money movement, and online support.
You will embark on a structured licensing pathway (SIE, Series 7, and Series 63) with full sponsorship, and participate in ongoing training, coaching, and career path exploration as you grow
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