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Customer Relationship Advocate — Licensing Path & Growth
Job in
Smithfield, Providence County, Rhode Island, 02917, USA
Listed on 2026-08-22
Listing for:
Fidelity Investments
Full Time
position Listed on 2026-08-22
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep
Job Description & How to Apply Below
Fidelity Investments is seeking a Customer Relationship Advocate to join the team on a full-time basis onsite in the US. This role focuses on delivering outstanding customer service to Fidelity clients, handling inbound calls, and supporting a variety of client needs including trades and money movements.
The program includes licensing preparation for FINRA SIE, Series 7, and 63, fully sponsored by Fidelity, with paid study time and coaching.
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