Are you curious about what it’s like to be a Customer Relationship Advocate at Fidelity? Market news, quotes, retirement info, and everyday account questions all impact our customer experiences. At Fidelity, we empower you with paid training, Series 7 licensing, and a workplace where you can thrive as you grow your career. To provide more insight into this role, we sat down with Autrelle, a Fidelity Associate that joined the firm this past year.
Q: Tell us about your experiences – what lead you to Fidelity?
Autrelle: Before working at Fidelity, I was working for myself as a deejay, and also as an assistant instructor at a local art center. You really don’t have to come from the financial industry to work at Fidelity. Before that, I owned and operated a martial arts school. I’ve also worked in the service industry in every role you can think of, from manager to dishwasher.
Q: What has joining Fidelity been like for you?
Autrelle: The entire process has been welcoming. At every turn, there was someone that was already there, waiting to welcome me to the next level. The learning process was also very supportive.
Q: What’s your team and leadership like at Fidelity?
Autrelle: My current team is awesome. I wasn’t sure what to expect, however, I’ve had such an incredible team so far. There’s been lots of support and opportunities to ask questions and learn. The leadership on my team is GREAT. I have clear explanations, approachable managers, and full support.
Q: How do you handle the challenges of your day to day role?
Autrelle: Honestly, I am committed to seeing every “challenge” as an opportunity to learn. I ask a lot of questions!
Q: What personal strengths have helped you in your job and at Fidelity?
Autrelle: Patience and empathy. I try to stay patient with myself, which turns into being patient with my clients. Empathy helps me stay client-obsessed. I know that is a concept we are taught to embrace, and you have to have empathy to really enact that.
Q: What have you learned about yourself in this process?
Autrelle: Humility. Understanding that I have so much to learn. I’m still on the education path here at Fidelity. The best answer I can give is that I will continue to go where the learning takes me.
Q: What do you do for fun? What are your hobbies and interests? Autrelle: I still love music, art, and martial arts. For fun, I enjoy spending time with my girlfriend, drawing, and painting.
To learn more about our Customer Relationship Advocate roles, visit our website and view open positions here.
