Customer Relationship Advocate

Fidelity Investments seeks a Customer Relationship Advocate in Salt Lake City to support retail investors across brokerage, retirement, and wealth management products. In this client-facing role, you'll handle inbound calls and digital inquiries, resolve account and service issues, and educate customers on Fidelity's technology platforms and tools. You'll receive structured training, licensing support, and coaching to build your financial and client-service expertise, grow your career, and contribute to an inclusive, collaborative, and innovation-driven culture focused on doing what's right for clients.

Responsibilities

• Serve as first point of contact for retail investors, handling inbound calls and digital inquiries about accounts, trades, and retirement products
• Provide clear, compliant guidance on Fidelity's investment, brokerage, and retirement solutions while maintaining a strong client-first focus
• Resolve service issues by researching account activity, collaborating with internal teams, and following through to timely resolution
• Educate clients on digital tools, self-service platforms, and resources to enhance their investing experience
• Document all client interactions accurately in CRM systems and follow regulatory and security protocols
• Participate in training, licensing preparation, and coaching to build product knowledge and service skills
• Identify opportunities to deepen client relationships and route leads to appropriate specialists
• Contribute to a collaborative, inclusive team culture focused on continuous learning and improvement

Required Skills

• Customer service
• Call center operations
• CRM software
• Financial products knowledge
• Brokerage and retirement accounts
• Regulatory and compliance awareness
• Problem resolution
• Written and verbal communication
• Digital platforms and tools
• Data entry and documentation