Customer Relationship Advocate Career Development Experience- Merrimack, NH

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

Job Description:

Fidelity Investments, a leading global financial services provider, is seeking a Customer Relationship Advocate in Merrimack, NH, to enhance client satisfaction and foster long-term engagement. This role is pivotal in providing both reactive and proactive support to clients, understanding their needs, and ensuring their financial aspirations are met. By joining our team, you will be part of a company that values integrity, compassion, and excellence in all aspects of financial planning and client interaction. Engage with clients to understand their financial needs and provide tailored solutions. Build and maintain long-lasting, positive relationships with clients. Respond to client inquiries and provide timely and accurate information. Collaborate with team members and other departments to effectively address client concerns and promote available services. Participate in ongoing training to stay current with financial industry trends and company products. Handle client accounts, following compliance and regulatory requirements. Strong interpersonal and communication skills. Proficiency in customer relationship management (CRM) software. Ability to analyze financial information and offer solutions. Highly organized with attention to detail. Capacity to manage sensitive information confidentially. Medical Insurance Dental Insurance Vision Insurance 401k Certified Financial Planner (CFP) or equivalent is desirable but not required.

Keywords: Fidelity Investments, Portland , Customer Relationship Advocate Career Development Experience- Merrimack, NH, Accounting, Auditing , Candia, Maine