Customer Relationship Advocate Career Development Experience- Smithfield, RI

Company: Fidelity Investments
Location: North Providence
Posted on: February 1, 2026

Job Description:

Fidelity Investments, a leading global financial services provider, is seeking a passionate and dedicated Customer Relationship Advocate to join our dynamic team in Smithfield, RI. This role offers a unique career development experience designed to enhance your skills and knowledge in the financial services sector, focusing on customer interaction, problem-solving, and relationship management. As a Customer Relationship Advocate, you will play a pivotal role in ensuring customer satisfaction and loyalty by providing solutions and guidance on various financial products and services such as retirement planning and brokerage services. Effectively communicate with clients to provide information and resolve issues related to financial products and services. Educate customers on investment products, retirement planning, and other financial services tailored to meet their needs. Maintain high customer satisfaction rates through proactive engagement and relationship management strategies. Collaborate with team members and other departments to provide comprehensive support and solutions to clients. Participate in ongoing training and development programs to stay updated on industry trends and best practices. Document client interactions and transactions, ensuring accuracy and confidentiality of all client information. Strong interpersonal and communication skills Knowledge of financial products and services Problem-solving abilities Client relationship management Adaptability and learning agility Medical Insurance Dental Insurance Vision Insurance 401k FINRA Series 7 and 63 certifications are highly desirable. Candidates without these certifications must be willing to obtain them within a designated timeframe as a condition of employment.

Keywords: Fidelity Investments, Lynn , Customer Relationship Advocate Career Development Experience- Smithfield, RI, Customer Service & Call Center , North Providence, Massachusetts