Fidelity Investments seeks a Customer Relationship Advocate in Covington, KY to provide exceptional service to retail investors. In this role, you will handle inbound client calls and digital inquiries, resolve account and service issues, and educate clients on Fidelity’s investment, retirement, and brokerage offerings. You’ll guide clients through Fidelity’s digital tools, ensure compliance with industry regulations, and accurately document interactions.
Fidelity offers structured training, licensing support, and clear development paths so you can build a long-term career in financial services within a collaborative, client-first culture.
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This position is listed as full time and onsite.