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FI

Fidelity Investments

via Lensa

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Customer Relationship Advocate Career Development Experience- Merrimack, NH

Anywhere
full-time
Posted 9/26/2025
Key Skills:
Customer Service
Licensing and Certification
Communication Skills
Problem-Solving
CRM Software
Financial Services Knowledge
Interpersonal Skills
Attention to Detail

Compensation

Salary Range

$50K-65K a year

Responsibilities

Provide outstanding customer service as a licensed professional while building relationships, completing training, and supporting team goals.

Requirements

1-2 years of customer service experience, strong communication skills, motivation to obtain licensing, and proficiency with computer systems.

Full Description

Job Title: Customer Relationship Advocate Career Development Experience Company Overview: Fidelity Investments is a leading financial services corporation dedicated to helping individuals and institutions achieve their financial goals. With a commitment to innovation and customer-centric solutions, Fidelity fosters a dynamic and supportive work environment that encourages professional growth and development. Role Overview: As a Customer Relationship Advocate in the Career Development Experience program, you will embark on a unique journey designed to accelerate your early career growth. This role combines personalized support, comprehensive training, and skill development to empower you to deliver exceptional customer service as a licensed professional. What You'll Do: - You will provide outstanding customer service by addressing client inquiries and resolving issues efficiently. - You will build and maintain strong relationships with customers to enhance their experience and trust in Fidelity. - You will complete required licensing and training programs to ensure compliance and professional growth. - You will collaborate with team members and leadership to share insights and improve service delivery. - You will utilize Fidelity’s tools and resources to manage customer accounts and transactions accurately. - You will identify opportunities to educate customers about Fidelity’s products and services. - You will contribute to a positive team environment by demonstrating professionalism and a customer-first mindset. - You will participate in ongoing development activities to enhance your skills and career trajectory. What You Bring: - You have 1-2 years of experience in customer service or a related field. - You possess strong communication and interpersonal skills. - You are motivated to obtain necessary licensing and certifications. - You demonstrate problem-solving abilities and attention to detail. - You are comfortable working in a fast-paced, dynamic environment. - You have basic proficiency with computer systems and software applications. Bonus Points If You Have: - Previous experience in financial services or banking. - Existing securities licenses or certifications. - Experience with CRM software and customer management tools. - Bilingual abilities or additional language skills. What We Offer: - We offer a comprehensive training program tailored to your career development. - We offer competitive compensation and benefits packages. - We offer opportunities for advancement within Fidelity. - We offer a supportive and inclusive workplace culture. - We offer flexible work arrangements to support work-life balance. Ready to Apply? To join our team and start your career journey with Fidelity Investments, please submit your application through our careers portal. We look forward to learning how you can contribute to our mission of delivering exceptional customer experiences.

This job posting was last updated on 9/26/2025

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