Customer Relationship Advocate Career Development Experience- Merrimack, NH
Company: Fidelity Investments
Location: West Newton
Posted on: March 2, 2026
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Job Description:
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.
Keywords: Fidelity Investments, Haverhill , Customer Relationship Advocate Career Development Experience- Merrimack, NH, Customer Service & Call Center , West Newton, Massachusetts
