Customer Relationship Advocate Career Development Experience- Smithfield, RI
Company: Fidelity Investments
Location: North Providence
Posted on: February 1, 2026
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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, Milford , Customer Relationship Advocate Career Development Experience- Smithfield, RI, Customer Service & Call Center , North Providence, Connecticut
