Customer Relationship Advocate Career Development Experience- Smithfield, RI

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

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, Waltham , Customer Relationship Advocate Career Development Experience- Smithfield, RI, Customer Service & Call Center , Pascoag, Massachusetts