Customer Relationship Advocate Career Development Experience- Merrimack, NH
Company: Fidelity Investments
Location: Andover
Posted on: March 2, 2026
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Job Description:
Join Fidelity Investments, a globally recognized leader in
financial services, at our Merrimack, NH office. As a Customer
Relationship Advocate, you will play a pivotal role in shaping the
experiences of our clients, providing expert guidance and support
as they navigate their financial journeys. This role is designed to
not only enhance client satisfaction but also to offer a robust
career development path for our advocates. You will engage directly
with clients, offering solutions and insights on various financial
products, including retirement planning and brokerage services.
Your efforts will ensure the highest levels of client service,
potentially leading to more advanced roles within the company. Act
as the first point of contact for Fidelity clients, providing
timely and accurate responses to inquiries. Assist clients in
navigating Fidelity’s products and services, ensuring they have the
best tools and knowledge for their financial goals. Handle client
complaints and issues, resolving them to the client's satisfaction
and within corporate guidelines. Collaborate with team members and
other departments to find solutions and improve processes.
Continuously update your knowledge of financial products, market
trends, and regulatory requirements. Participate in educational and
training opportunities to enhance skills and advance within the
company. Strong interpersonal and communication skills Ability to
analyze financial information effectively Proficient with
technology and financial software Excellent problem-solving skills
High level of professionalism and confidentiality Medical Insurance
Dental Insurance Vision Insurance 401k Series 7 and Series 63
(desired but not required upon entry; must be willing to obtain
after hiring)
Keywords: Fidelity Investments, Boston , Customer Relationship Advocate Career Development Experience- Merrimack, NH, Accounting, Auditing , Andover, Massachusetts
