Customer Service Representative -

Brokerage & Retirement Accounts Date Posted:

29 September 2026

Closing Date:

October 29, 2026

Recruiter:

Fidelity Investments Location:

Goffstown, New Hampshire Salary:

USD65,000

to

USD80,000

Job Type & Industry:

Data, Ai & Technology >

Ai & Technology Governance, Technology Risk Contract Type:

Permanent Job Reference:

2992010684-2 Apply for this job now Job Description Fidelity Investments is hiring Customer Relationship Advocates in Merrimack, NH. In this client-focused role, you'll be the first point of contact for individuals seeking help with brokerage, retirement, and workplace benefits accounts. You'll answer questions, resolve issues, and educate clients on Fidelity's investment products and digital platforms, always putting their interests first. You'll join a structured career development experience with paid training, licensing support, and ongoing coaching that builds your financial acumen and service expertise. Working in a collaborative, inclusive, and technology-driven environment, you'll gain exposure to cutting-edge tools and client solutions while growing toward advanced client service or advisory paths. Fidelity offers competitive pay, comprehensive benefits, and a balanced hybrid work model in Merrimack, NH, supporting your long-term career and continuous learning. Responsibilities Serve as the primary point of contact for Fidelity clients, addressing account questions and service requests Educate customers on Fidelity's investment, retirement, and brokerage products and digital tools Deliver high-quality, client-first service via phone and digital channels while meeting service-level goals Identify client needs and recommend appropriate Fidelity solutions and resources Resolve issues by researching account information, policies, and procedures Support clients in navigating online and mobile platforms securely and efficiently Collaborate with peers, coaches, and specialists to improve the client experience Participate in structured training and development toward relevant licenses and certifications Document interactions accurately in CRM and follow compliance and confidentiality standards Contribute feedback to enhance processes, tools, and client service practices Required Skills Customer service Call center operations CRM software Investment products knowledge Retirement planning basics Financial regulations and compliance Problem resolution Digital platform navigation support Data entry and documentation Written and verbal communication