Customer Relationship Advocate Career Development Experience- Merrimack, NH - Harvard Massachusetts

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

Join Fidelity Investments, a prominent leader in the financial services sector, at our Merrimack, NH location, as a Customer Relationship Advocate. This role is crafted for dynamic professionals eager to foster customer relationships and support financial empowerment. At Fidelity, we are dedicated to providing comprehensive support and insightful solutions to our clients. As part of our Customer Service & Support team, you will play a pivotal role in guiding our clients through their financial journeys, helping them understand various financial products and services, from retirement planning to investment strategies. Engage directly with clients, providing responsive support and clear, actionable advice. Educate clients on a wide array of financial products and services. Address and resolve client inquiries, ensuring a high level of client satisfaction. Collaborate with team members to identify and implement strategies that enhance client retention and satisfaction. Participate in ongoing training and development programs to stay current on Fidelity offerings and industry regulations. Utilize CRM systems effectively to track client interactions and outcomes. Strong interpersonal and communication skills Proficiency with CRM software Ability to analyze financial information Problem-solving and decision-making abilities Medical Insurance Dental Insurance Vision Insurance 401k FINRA Series 7 & 63 (preferred but not required at hire, must be obtained within a specified timeframe post-hire) More...

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