Customer Relationship Advocate Career Development Experience- Smithfield, RI
Company: Fidelity Investments
Location: Clayville
Posted on: February 1, 2026
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Job Description:
Fidelity Investments, a leader in financial services
headquartered in Boston, MA, is seeking a motivated and
customer-oriented individual to join our team in Smithfield, RI, as
a Customer Relationship Advocate. This role is pivotal in fostering
our client relationships by providing exceptional service and
support. The ideal candidate will help clients navigate the complex
world of financial investments, ensuring they have the tools and
knowledge for effective decision-making. This position offers a
unique career development experience within the financial sector,
providing ample opportunities for professional and personal growth
in a supportive and dynamic environment. Provide timely, accurate,
and detailed responses to client inquiries on various financial
products and services. Educate clients on account details,
investment products, and service features using comprehensive
financial knowledge. Handle customer issues and concerns, providing
solutions that align with company policies while ensuring client
satisfaction. Collaborate with team members and other departments
to continuously improve service quality and client engagement
strategies. Attend and participate in training and development
sessions to stay current on financial trends and company offerings.
Strong interpersonal and communication skills In-depth
understanding of financial products and market trends Ability to
resolve conflicts and manage client expectations effectively High
proficiency in CRM software and MS Office Suite Capacity to learn
and adapt to new technologies and changes in the financial sector
Medical Insurance Dental Insurance Vision Insurance 401k Preferred:
FINRA Series 7 and Series 63 licenses (or willingness to obtain
within a designated period after hire)
Keywords: Fidelity Investments, Lynn , Customer Relationship Advocate Career Development Experience- Smithfield, RI, Accounting, Auditing , Clayville, Massachusetts
