Customer Relationship Advocate

2 weeks ago


Smithfield, Rhode Island, United States Fidelity Investments Full time
About the Role

Fidelity Investments is seeking a highly motivated and customer-focused individual to join our team as a Customer Relationship Advocate. In this role, you will be responsible for providing exceptional customer service and support to our clients, helping them to achieve their financial goals and objectives.

Key Responsibilities
  • Provide timely and effective responses to customer inquiries and concerns
  • Assist customers with a range of financial services, including account management, investment advice, and product sales
  • Develop and maintain strong relationships with customers, understanding their needs and preferences
  • Work collaboratively with internal teams to resolve customer issues and improve overall customer experience
What We Offer

Fidelity Investments is committed to providing a supportive and inclusive work environment that fosters growth and development. As a Customer Relationship Advocate, you will have access to a range of benefits, including:

  • Competitive salary and bonus structure
  • Comprehensive training and development programs
  • Opportunities for career advancement and professional growth
  • A dynamic and supportive team environment
Requirements

To be successful in this role, you will need:

  • Excellent communication and interpersonal skills
  • Strong problem-solving and analytical skills
  • Ability to work in a fast-paced environment and prioritize multiple tasks
  • Knowledge of financial services and products


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