Customer Relationship Advocate Career Development Experience- Smithfield, RI
Company: Fidelity Investments
Location: Riverside
Posted on: February 1, 2026
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Job Description:
Join Fidelity Investments, a leading multinational financial
services corporation, as a Customer Relationship Advocate at our
Smithfield, RI location. This role is perfect for those who are
passionate about building lasting client relationships and
providing tailored solutions to enhance customer satisfaction and
loyalty. You will be instrumental in helping clients navigate their
financial journeys, ensuring they gain the most from our wide range
of financial products and services. At Fidelity, we pride ourselves
on an environment that supports growth and development, provides a
pathway for career advancement, and upholds the principles of
integrity and trusted financial guidance. Act as the frontline for
client interactions, handling inquiries, resolving issues, and
building trust. Educate clients about Fidelity's financial products
and services, tailored to their needs. Implement effective
problem-solving techniques to address client concerns and enhance
customer satisfaction. Collaborate with team members to share best
practices and improve service delivery. Track and manage client
engagement using CRM systems and technology. Participate in
training sessions to stay updated on industry trends and new
financial tools. Assist in the development and launching of new
services that will benefit client retention and acquisition. Strong
interpersonal and communication skills. Proficiency in CRM software
and financial service platforms. Ability to manage multiple tasks
and high levels of stress. Demonstrated success in customer service
or client-facing roles. Familiarity with regulatory standards
within the financial services industry. Medical Insurance Dental
Insurance Vision Insurance Life Insurance 401k Preferred: Certified
Client Service Professional (CCSP) Optional but beneficial: FINRA
Series 6 or 7 certification
Keywords: Fidelity Investments, Medford , Customer Relationship Advocate Career Development Experience- Smithfield, RI, Customer Service & Call Center , Riverside, Massachusetts
