Customer Relationship Advocate Career Development Experience- Smithfield, RI

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

Job Description:

Fidelity Investments, one of the world's largest asset managers, is seeking a motivated Customer Relationship Advocate to join our team in Smithfield, RI. This role is essential in fostering strong client relationships and enhancing client satisfaction through expert service and support. Engage with a broad range of financial products including retirement planning and brokerage services. This position offers a unique career development path intended to bolster industry knowledge and enhance professional skills in the financial services sector. Provide consistently high-quality customer service and resolve client inquiries in a timely manner. Understand and effectively communicate information about Fidelity's financial services and products. Assist clients in account management, including opening and updating accounts and providing information on brokerage and retirement services. Work collaboratively with other team members to achieve performance goals and improve client satisfaction metrics. Participate in ongoing training and use internal career development opportunities to progress within the company. Strong customer service orientation and communication skills Ability to resolve complex customer issues using initiative and tact Experience with CRM software and tools Understanding of financial services and products Capability to maintain confidentiality regarding client information Medical Insurance Dental Insurance Vision Insurance Life Insurance 401k FINRA Series 7 and 63 licenses preferred or willing to obtain

Keywords: Fidelity Investments, Somerville , Customer Relationship Advocate Career Development Experience- Smithfield, RI, Sales , Johnston, Massachusetts