Mary has always loved helping people.
In college she studied finance and personal
training, which might not seem connected at first glance, but to her, they
actually shared a common thread: Both subjects gave her the knowledge to help
other people achieve their goals.
When she graduated and heard about the
opportunity to become a Customer Relationship Advocate at Fidelity, she knew
she had found a job that would let her put her love of helping people achieve
goals into action, and set her up for a great career path.
Mary’s new role caters both to her passions
and her future ambitions—and she loves it. We spoke with her to get a better
sense of what makes the role so great. Here’s what she told us.
1. Helping People Achieve Their Financial Goals
“It’s something I’ve always really enjoyed doing,
taking care of finances,” Mary says.
In her role at Fidelity, she’s accomplishing
just that. Customer Relationship Advocates are the first representatives at
Fidelity to speak with customers calling in and asking questions about how to
navigate their accounts and explore new services.
“I’ve always liked helping people achieve
their goals,” Mary explains. “It started as a personal trainer helping people
reach their fitness goals. Knowing that you are helping others make their
dreams come true is very rewarding for the client and myself.”
Helping people plan for their futures is at
the heart of the Customer Relationship Advocate role, too—and Mary couldn’t be
more suited to the task.
2. Managers, Mentors, and a Community
A manager can make or break your experience
anywhere, even at your dream job. But for Mary, her managers are actually the
best part of her experience at Fidelity. They all care about her long-term
growth.
“Even if they’re not directly my manager,”
Mary tells us, “they’re available and eager to help me. If they’re in a
different division of the company, I can still go sit and talk with them.”
Mary’s management team not only makes sure
she’s prepared for her role with training and mentorship, they’re also asking
her what she wants to do next and helping her to achieve that.
“They really care about you, which you don’t
find at every company,” she says.
3. Building the Future She Wants
“Long-term, I see the role as a platform to
become a financial advisor,” Mary says.
One of the ways she both works toward her
future job and excels in her current one is the state-of-the-art training
offered by Fidelity.
“There
are a ton of learning opportunities. Really knowing how to approach a specific
position and how to be successful in it is so valuable to me,” Mary says.
Describing one of these methods, called “double-jacking,” Mary explains how she
can plug into a phone call alongside an experienced colleague and witness
first-hand, how the job is best performed.
“I get to listen to
actual conversations that they’re having on the spot with customers, and see
what they might run into,” she explains.
Beyond the in-person training she receives
from managers, mentors, and colleagues, Mary can also learn online. Fidelity
has built out an online platform that actually lets her prepare for possible
opportunities at the company.
“Fidelity’s My Learning tool lets you look up
other roles and access learning materials that will prepare you to progress in
your career,” she says.
In addition to the online learning, Mary is
given the opportunity to visit other departments, speak with managers, and
shadow people in the role she hopes to have one day.
4. Community Service Matters At Fidelity
“Another thing is the volunteering. I’ve
always cared about volunteering, and they give me a lot of options to do that,”
Mary says.
Fidelity is committed to investing in the
communities which they serve, and volunteering is one way of harnessing its
employees’ know-how and passion to accomplish that goal. Some of the activities
that Fidelity helps Mary get involved in are tutoring first graders, working at
a local food bank, and helping a local elementary school build affordable
projects and science experiments for the kids.
Unsurprisingly, the advisor in Mary is most
attracted to working with students.
“My favorite so far is tutoring,” she says.
“But there are a lot of opportunities depending on which group you choose.”
Find Your Dream Job at Fidelity
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others (and yourself) build a brighter future? Learn more about finance and
Fidelity on the WayUp blog!
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