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Customer Relationship Advocate Career Development Experience- Westlake, TX
Fidelity InvestmentsWestlake, TX
Posted Oct 16, 2026
What you’d do
Answer inbound calls as a licensed Customer Relationship Advocate, helping clients with trade requests, money movement and online support. Full time; onsite all five days one week out of every four. Found on the employer's careers page on Oct 17, 2026. Apply through the link.
You’ll need
- Complete FINRA SIE, Series 7 Top Off and Series 63 exams
- Aptitude for continuous learning and retaining new concepts
- Customer service via inbound phone calls
- Onsite one full week out of every four
Our summary of the listing. The full listing has the details.