Customer Relationship Advocate Career Development Experience- Merrimack, NH

Company: Fidelity Investments
Location: Andover
Posted on: March 2, 2026

Job Description:

Join Fidelity Investments, a globally recognized leader in financial services, at our Merrimack, NH office. As a Customer Relationship Advocate, you will play a pivotal role in shaping the experiences of our clients, providing expert guidance and support as they navigate their financial journeys. This role is designed to not only enhance client satisfaction but also to offer a robust career development path for our advocates. You will engage directly with clients, offering solutions and insights on various financial products, including retirement planning and brokerage services. Your efforts will ensure the highest levels of client service, potentially leading to more advanced roles within the company. Act as the first point of contact for Fidelity clients, providing timely and accurate responses to inquiries. Assist clients in navigating Fidelity’s products and services, ensuring they have the best tools and knowledge for their financial goals. Handle client complaints and issues, resolving them to the client's satisfaction and within corporate guidelines. Collaborate with team members and other departments to find solutions and improve processes. Continuously update your knowledge of financial products, market trends, and regulatory requirements. Participate in educational and training opportunities to enhance skills and advance within the company. Strong interpersonal and communication skills Ability to analyze financial information effectively Proficient with technology and financial software Excellent problem-solving skills High level of professionalism and confidentiality Medical Insurance Dental Insurance Vision Insurance 401k Series 7 and Series 63 (desired but not required upon entry; must be willing to obtain after hiring)

Keywords: Fidelity Investments, Lynn , Customer Relationship Advocate Career Development Experience- Merrimack, NH, Accounting, Auditing , Andover, Massachusetts