Investor Customer Service Representative - Financial Services
Listed on 2026-10-19
-
Customer Service/HelpDesk
Banking & Finance, Bank Customer Service -
Finance & Banking
Banking & Finance, Bank Customer Service
Location: Taylor Mill
Fidelity Investments seeks a Customer Relationship Advocate in Covington, KY to deliver exceptional service to individual investors. In this career development role, you’ll handle inbound client inquiries, resolve account and trading questions, and educate customers on investment, retirement, and digital solutions. You’ll work in a collaborative, client-first culture with extensive paid training, licensing support, and clear growth paths into advanced service, planning, or advisory roles.
This hybrid position blends phone and digital support, emphasizing integrity, problem solving, and continuous learning in a dynamic financial services environment.
We are currently recruiting a Investor Support Customer Service Representative
- Financial Services for our team in Taylor Mill, KY, United States.
As a Investor Support Customer Service Representative
- Financial Services, you will play an important part at Fidelity Investments Inc. in Taylor Mill, KY, United States.
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