Call Center Customer Service Representative -

Financial Services Date Posted:

29 September 2026

Closing Date:

October 29, 2026

Recruiter:

Fidelity Investments Location:

Pelham, New Hampshire Salary:

USD65,000

to

USD80,000

Job Type & Industry:

Data, Ai & Technology >

Ai & Technology Governance, Technology Risk Contract Type:

Permanent Job Reference:

2992010843-2 Apply for this job now Job Description Fidelity Investments is seeking a Customer Relationship Advocate in Merrimack, NH to support clients across our investing and retirement platforms. In this development-focused role, you will handle inbound calls, resolve account and service questions, and educate customers on Fidelity's products, tools, and digital channels. You will receive comprehensive paid training, prepare for industry licenses, and build foundational knowledge in financial services. Working in a collaborative, client-first culture, you'll grow your career while helping investors feel confident about their financial decisions. Responsibilities Serve as a primary point of contact for retail investors, addressing inquiries on accounts, trades, and retirement plans Educate clients on Fidelity products, digital tools, and self-service resources to improve financial confidence Resolve service issues with professionalism while adhering to regulatory and compliance standards Collaborate with internal teams to ensure accurate execution of client requests and problem resolution Document client interactions and follow-ups in CRM systems with attention to detail Participate in structured training and licensing preparation for industry certifications Apply market and product knowledge to guide clients toward appropriate Fidelity solutions Meet or exceed client satisfaction, quality, and productivity metrics Adapt to changing workflows, technology platforms, and new product offerings Contribute to a client-first, inclusive culture through teamwork and continuous learning Required Skills Customer service Call center operations Financial products knowledge Retirement and brokerage account knowledge CRM software Regulatory and compliance awareness Problem resolution Verbal and written communication Digital platform navigation Time management