ZipRecruiter

Log In

1

Customer Relationship Advocate Fidelity Jobs (NOW HIRING)

next page

Showing results 1-20

All JobsBusiness JobsCustomer Service JobsCustomer Service Representative JobsCustomer Relationship Advocate Fidelity Jobs

Customer Relationship Advocate Fidelity information

See salary details

$14

$21

$47

How much do customer relationship advocate fidelity jobs pay per hour?

As of Aug 23, 2026, the average hourly pay for customer relationship advocate fidelity in the United States is $21.72, according to ZipRecruiter salary data. Most workers in this role earn between $15.87 and $23.56 per hour, depending on experience, location, and employer.

What is a customer relationship advocate at Fidelity?

A Customer Relationship Advocate at Fidelity is a client-facing professional who assists customers with their financial needs and inquiries. They provide support on topics like account management, investment options, and transaction processing, ensuring a positive customer experience. Advocates are trained to answer questions, resolve issues, and guide clients through Fidelity's products and services. The role requires strong communication skills and a commitment to helping clients achieve their financial goals.

What are the key skills and qualifications needed to thrive as a customer relationship advocate at Fidelity?

To thrive as a Customer Relationship Advocate at Fidelity, you need strong customer service skills, financial acumen, and often a bachelor's degree or equivalent experience. Familiarity with CRM systems, financial products, and relevant certifications such as FINRA Series 7 and 63 licenses are typically required. Exceptional communication, active listening, and problem-solving abilities help build trust and effectively address client needs. These skills ensure positive customer experiences, regulatory compliance, and the ability to support clients in achieving their financial goals.

What are some common challenges a customer relationship advocate at Fidelity might face, and how can they overcome them?

A Customer Relationship Advocate at Fidelity often encounters challenges such as managing high call volumes, addressing complex customer inquiries, and adapting to changing financial regulations. To succeed, it's important to develop strong communication and problem-solving skills, as well as to stay updated on Fidelity's products and services. Supportive training, collaboration with experienced team members, and access to knowledge resources help advocates overcome these challenges and enhance customer satisfaction.

What is the difference between Customer Relationship Advocate Fidelity vs Customer Service Representative?

AspectCustomer Relationship Advocate FidelityCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; FINRA licenses may be preferredHigh school diploma or equivalent; some roles may require specific certifications
Work EnvironmentOffice setting, client-facing, financial services industryCall centers, office settings, various industries
Employer & Industry UsagePrimarily in financial services, especially FidelityAcross multiple industries including finance, retail, healthcare
Common Search & ComparisonCustomer Relationship Advocate Fidelity vs Customer Service Representative

The main difference is that Customer Relationship Advocates at Fidelity focus on building long-term client relationships within the financial industry, often requiring industry-specific knowledge and licenses. Customer Service Representatives generally handle a broader range of customer inquiries across various industries, with less emphasis on financial credentials. Both roles involve communication skills and customer support, but the scope and industry focus distinguish them.

More about Customer Relationship Advocate Fidelity jobs

What cities are hiring for Customer Relationship Advocate Fidelity jobs?

Cities with the most Customer Relationship Advocate Fidelity job openings:

What states have the most Customer Relationship Advocate Fidelity jobs?

States with the most job openings for Customer Relationship Advocate Fidelity jobs include:

What job categories do people searching Customer Relationship Advocate Fidelity jobs look for?

The top searched job categories for Customer Relationship Advocate Fidelity jobs are:

Customer Relationship Advocate Fidelity jobs near you
Infographic showing various Customer Relationship Advocate Fidelity job openings in the United States as of August 2026, with employment types broken down into 80% Full Time, 18% Part Time, and 2% Contract. Highlights an 87% Physical, 1% Hybrid, and 12% Remote job distribution, with an average salary of $45,186 per year, or $21.7 per hour.

Customer Relationship Advocate Career Development Experience- Covington, KY

Fidelity Investments

Covington, KY • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 18 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 272 frontline employees who took The Breakroom Quiz

16th of 151 rated financial services

Job description

Job Description:

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, this role is required to be onsite for one week (all 5 days) out of every four weeks. Onsite expectations are likely to evolve as the rollout continues.

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity’s valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more!

What to expect…

As a new CRA, you’ll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones:

1. Licensing Preparation

In the first months, you’ll prepare to become a FINRA Registered Representative by studying for and obtaining your SIE®, Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we’re here to support you every step of the way!

2. Skill Development

In the following months, you’ll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network.

3. Proficiency

As you gain confidence and proficiency in serving customers, you’ll explore new career paths through job shadowing and our career center.

The Expertise and Skills You Bring

  • Aptitude and dedication to complete the FINRA SIE ®, Series 7 Top Off and Series 63 exams through our industry-leading licensing program.

  • Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making.

  • A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient.

  • Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions.

  • A desire for growth and a mindset that generates long term success through adaptability and personal accountability.

  • Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution.

  • Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously.

The Team

Our greatest asset is our people. We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community.

Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Student Loan Assistance, 401(K) up to 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Charitable match, Concierge Services, and Wellness Program. (Learn More)

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:Series 07 - FINRA, Series 63 - FINRACategory:Customer Service

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

What Fidelity Investments employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply