Customer Service Representative- Smithfield, RI

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

Job Description:

Join the team at Fidelity Investments in Smithfield, RI, as a Customer Service Representative and play a pivotal role in maintaining our reputation as a leader in the financial services industry. This position offers the chance to engage directly with clients, ensuring their satisfaction and continued support by providing expert advice and assistance regarding our financial products and services. As a CSR, you will handle inquiries, resolve issues, and foster positive relationships, maintaining Fidelity's high standards of customer care. Respond to client inquiries via phone, email, or live chat regarding financial products and services Identify client needs, resolve issues, and escalate complex inquiries as required Maintain a high level of product knowledge to offer the best possible solutions Document and update client records based on interactions Provide feedback on the efficiency of customer service processes and systems Meet personal/team targets and call handling quotas Strong interpersonal and communication skills Excellent problem-solving capability Solid understanding of financial services and products Proficient in relevant computer applications Medical Insurance Dental Insurance Vision Insurance 401k Certified Customer Service Professional (CCSP) preferred but not mandatory Any additional certifications related to finance or customer service are advantageous

Keywords: Fidelity Investments, Medford , Customer Service Representative- Smithfield, RI, Customer Service & Call Center , Lincoln, Massachusetts