customer relationship advocate

Fidelity Investments

Job Description: <p><strong>The Role</strong><br>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! </p><p><br><strong>What to expect </strong><br>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 <strong>three major milestones: </strong></p><p><strong>1. Licensing Preparation</strong><br>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! (Learn More) </p><p><br><strong>2. Skill Development </strong><br>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. </p><p><strong>3. Proficiency</strong><br>As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program.</li><li>Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making.</li><li>A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. </li><li>Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions.</li><li> A desire for growth and a mindset that generates long term success through adaptability and personal accountability.</li><li>Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution.</li><li>Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously.</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position </strong></p><p><strong>The Team</strong></p><p><strong>Our Greatest Asset is Our People</strong><br>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.</p><p>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, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, and Wellness Program. (Learn More) </p> Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>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.</p>

Customer Relationship Advocate Career Development Experience- Smithfield, RI

Job Description: <p><strong>The Role</strong><br>Join our team of Customer Service Representatives, also knowCustomer 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! </p><p><br><strong>What to expect </strong><br>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 <strong>three major milestones: </strong></p><p><strong>1. Licensing Preparation</strong><br>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! (Learn More) </p><p><br><strong>2. Skill Development </strong><br>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. </p><p><strong>3. Proficiency</strong><br>As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program.</li><li>Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making.</li><li>A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. </li><li>Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions.</li><li> A desire for growth and a mindset that generates long term success through adaptability and personal accountability.</li><li>Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution.</li><li>Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously.</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position </strong></p><p><strong>The Team</strong></p><p><strong>Our Greatest Asset is Our People</strong><br>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.</p><p>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, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, and Wellness Program. (Learn More) </p> Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>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.</p>

Customer Service Representative- Smithfield, RI

Job Description: <p><strong>The Role</strong><br>Join our team of Entry Level Customer Service Representatives, also known asCustomer 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! </p><p><br><strong>What to expect </strong><br>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 <strong>three major milestones: </strong></p><p><strong>1. Licensing Preparation</strong><br>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! (Learn More) </p><p><br><strong>2. Skill Development </strong><br>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. </p><p><strong>3. Proficiency</strong><br>As you gain confidence and proficiency in serving customers, you'll explore new career paths through job shadowing and our career center.</p><p><strong>The Expertise and Skills You Bring</strong></p><ul><li>Aptitude and dedication to complete the FINRA SIE , Series 7 Top Off and Series 63 exams through our industry-leading licensing program.</li><li>Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making.</li><li>A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. </li><li>Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions.</li><li> A desire for growth and a mindset that generates long term success through adaptability and personal accountability.</li><li>Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution.</li><li>Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously.</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position </strong></p><p><strong>The Team</strong></p><p><strong>Our Greatest Asset is Our People</strong><br>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.</p><p>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, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, and Wellness Program. (Learn More) </p> Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service, Sales<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>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.</p>

Entry Level Customer Service Representative- Smithfield, RI

Crypto.com

<div><b style="font-size: 13px;">Key Responsibilities:</b></div> <div> <br> </div> <div>Client Relationship Management:</div> <div>- Manage and grow a portfolio of high-value traders, acting as the main point of contact and advocate for each client.</div> <div>- Deliver concierge-level support and guidance, offering proactive outreach and rapid response to client needs.</div> <div>- Provide personalized insights, market intelligence, and platform tips to drive engagement and deepen client loyalty.</div> <div> <br> </div> <div>Performance &amp; Revenue Growth:</div> <div>- Identify and execute on cross-sell and upsell opportunities that align with client needs and behaviors.</div> <div>- Monitor client usage and AUM to uncover growth opportunities and retention risks.</div> <div>- Drive product adoption and trading frequency by surfacing relevant features and tools.</div> <div> <br> </div> <div>Client Strategy &amp; Collaboration:</div> <div>- Track client satisfaction through NPS and qualitative feedback loops, driving continuous improvement in service delivery.</div> <div>- Work closely with Product, Marketing, Risk, and Compliance to deliver a seamless client experience and elevate the voice of the customer internally.</div> <div>- Help grow the business through referrals, network expansion, and deep relationship-building.</div> <div> <br> </div>  <div> <div> Requirements <ul> <ul> <li>4+ years of experience in client-facing roles such as account management, relationship management, sales, or customer success ideally in crypto, fintech, trading, or financial services.</li> <li>Proven ability to manage high-value/HNW clients with exceptional service standards.</li> <li>Deep understanding of crypto markets and trader behaviors (or strong eagerness to learn quickly).</li> <li>Fluent in one or more languages relevant to your regional market i.e.. Arabic; strong cultural awareness and appreciation required.</li> <li>Highly organized, data-driven, and performance-oriented.</li> <li>Confident communicator and trusted advisor with strong interpersonal skills.</li> <li>Ability to thrive in a dynamic, fast-paced, and compliance-conscious environment.</li> <div> <br> </div> </ul> </ul> </div> </div>

VIP Account Manager

Flairstech

<div><div><div><div><p><b>Requirements and responsibilities</b></p><div><h1 class="jobSectionHeader"><b>
Job Description:</b></h1><br>
<p></p><ul><li>
Develops Healthy Customer Relationship.</li><li>
Acts as a Customer Advocate and point of contact.</li><li>
Upsell services and products with the brand image and achieves expansion targets.</li><li>
Review customer complaints and concerns and seek to improve the customer experience.</li><li>
Achieve a financial target based on customer retention and products and services expansion.</li><li>
Drive Customer Success outcomes by driving adoption and increasing active usage.</li><li>
Conduct periodic touch points to measure customer satisfaction and product deployment levels.</li><li>
Proactively review customer consumption VS purchase to help customers optimize their investment.</li><li>
Drive Customer Success outcomes by driving adoption and increasing active usage.</li><li>
Work with internal cross-functional counterparts in Sales, Product, Engineering and Professional Services to evolve, scale and mature our customers</li><li>
Maintain customer satisfaction by removing roadblocks, and influencing product roadmaps in support of our existing customers</li><li>
Work with customer to programmatically measure success &amp; operationalize business cadence through regular communication along with thoughtful Quarterly Business Reviews</li><li>
Develop services plan, and overall services alignment, to drive appropriate levels of enablement and adoption for long term growth and consumption of products</li><li>
Partner with internal Account team on cross-sell, up-sell and renewal opportunities</li><li>
Collaborate with peers to share best practices on Adoption, Enablement &amp; Change Management</li><li>
Share customer success stories &amp; related ROI</li></ul><p></p><p><br>
Requirements:</p><br>
<p></p><ul><li>
Demonstrated ability to negotiate contracts and close deals.</li><li>
Exceptional communication and interpersonal skills.</li><li>
Extremely detail-oriented, thrives in an ambiguous, and at times, fast-paced environment.</li><li>
Strong organizational skills Able to multitask, prioritize tasks.</li><li>
Experienced with CRM tools</li><li>
1-3 years experience as CSM, Account Manager or Sales roles in the tech field.</li><li>
Able to speak confidently with C-level associates as well as technical personnel.</li><li>
Fluent in English, verbal and written, additional languages will be a plus.</li></ul></div></div></div></div></div><div></div>

Customer Success Representative

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Customer Relationship Advocate Career Development Experience- Smithfield, RI

Customer Relationship Advocate Career Development Experience- Smithfield, RI

Customer Service Representative- Smithfield, RI

Customer Service Representative- Smithfield, RI

Entry Level Customer Service Representative- Smithfield, RI

VIP Account Manager

Customer Success Representative