Customer Relationship Advocate Career Development Experience- Smithfield, RI

Company: Fidelity Investments
Location: Harmony
Posted on: February 1, 2026

Job Description:

Fidelity Investments, a preeminent financial services leader, is seeking a Customer Relationship Advocate to join our team in Smithfield, RI. This role is vital to our commitment to providing exceptional client experience, helping customers navigate our full range of financial products and services. As part of this career development experience, you will receive comprehensive training and professional growth opportunities, preparing you for progression within the company. Deliver timely, accurate customer service by answering inquiries about products and services, resolving issues, and providing tailored financial solutions. Engage with customers through various communication channels to foster strong relationships and ensure satisfaction. Participate in training sessions to continuously update knowledge on products, services, and customer service protocols. Collect feedback from clients to improve services and contribute positively to the team's objectives. Support customer retention strategies by providing detailed information and guidance on financial tools and resources. Strong interpersonal and communication skills Ability to analyze and solve problems effectively Proficiency in Microsoft Office and CRM software Understanding of financial services and products Medical Insurance Dental Insurance Vision Insurance 401k Preferred: Certified Customer Service Professional (CCSP) Financial Industry Regulatory Authority (FINRA) licenses, such as Series 7 or Series 63, are advantageous

Keywords: Fidelity Investments, Worcester , Customer Relationship Advocate Career Development Experience- Smithfield, RI, Customer Service & Call Center , Harmony, Massachusetts