Customer Relationship Advocate Career Development Experience- Merrimack, NH - West Newton Massachusetts

Company: Fidelity Investments
Location: West Newton, Massachusetts
Posted On: 03/03/2026

Join Fidelity Investments, a leading global financial services provider, as a Customer Relationship Advocate at our Merrimack, NH location. This role offers a comprehensive pathway to understanding the intricacies of financial services while actively supporting our clients' needs. You will contribute directly to our mission of helping clients achieve their financial objectives through personalized, knowledgeable service. Your development is supported by tailored training programs and opportunities for professional growth within the financial sector. Provide accurate, timely and effective customer service to clients regarding various financial products and services. Resolve client inquiries and issues, ensuring customer satisfaction and retention. Educate clients on how to use Fidelity’s platforms and services effectively. Build and maintain strong relationships through proactive communication and problem-solving. Collaborate with team members and other departments to assist clients and improve service quality. Participate in ongoing training and professional development sessions to enhance product knowledge and service skills. Strong interpersonal and communication skills, both verbal and written. Capability to utilize financial services technology effectively. Ability to resolve customer conflicts and negotiate solutions. Proficient in data entry and managing customer information systems. Medical Insurance Dental Insurance Vision Insurance 401k Certifications in customer service management, financial planning, or related fields are a plus. FINRA licenses may be required after employment. More...

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