Customer Service Representative Date Posted:

29 September 2026

Closing Date:

October 29, 2026

Recruiter:

Fidelity Investments Location:

Pelham, New Hampshire Salary:

USD62,000

to

USD78,000

Job Type & Industry:

Data, Ai & Technology >

Ai & Technology Governance, Technology Risk Contract Type:

Permanent Job Reference:

2992010736-2 Apply for this job now Job Description Fidelity Investments is seeking a Customer Service Representative in Merrimack, NH to support clients across our investment and retirement products. In this role, you will handle inbound calls, resolve account questions, process transactions, and provide clear, compliant guidance on Fidelity's tools and services. You'll research and resolve issues, document interactions, and escalate complex cases when needed. Working in a collaborative, client-first culture, you will use technology-driven platforms, receive ongoing training and coaching, and have opportunities to grow your career across our diverse financial services business. Responsibilities Respond to inbound client calls and digital inquiries Resolve account, transaction, and service questions accurately Educate clients on investment, retirement, and brokerage services Use Fidelity systems to research issues and process requests Document all client interactions in CRM tools Adhere to regulatory, privacy, and compliance standards Escalate complex or sensitive cases appropriately Collaborate with teammates to improve client experience Meet or exceed quality, accuracy, and productivity metrics Participate in ongoing training and skill development Required Skills Customer support Call center operations Financial products knowledge Account servicing CRM software Data entry & documentation Problem resolution Regulatory & compliance awareness Cross-selling/upselling Email & chat support