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

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

Fidelity Investments, a leader in the financial services sector, seeks a dedicated Customer Relationship Advocate at our Merrimack, NH location. This role is ideal for individuals passionate about customer service and financial success. As a Customer Relationship Advocate, you will be instrumental in forging resilient customer relationships while guiding clients towards financial services that meet their long-term goals. You'll receive extensive training and support, enabling you to develop and grow within the company, ensuring comprehensive understanding and delivery of our vast array of products such as retirement planning, brokerage services, and more. Engage directly with clients to understand their financial needs and provide tailored solutions. Educate clients on our various financial products and services. Address and resolve client inquiries, ensuring high levels of customer satisfaction. Collaborate with team members to achieve service goals. Participate in ongoing professional development and training programs. Maintain detailed records of client interactions and transactions. Contribute to the development of client retention strategies. Strong interpersonal and communication skills Ability to analyze financial information Proficiency in CRM software and financial database navigation Adaptability to various client interaction scenarios Medical Insurance Dental Insurance Vision Insurance 401k Certification in Customer Service (optional but advantageous) FINRA Series 7 and 63 (not initially required but must be willing to obtain post-hire) More...

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