Customer Relationship Advocate Career Development Experience

Fidelity Investments is seeking a Customer Relationship Advocate in Covington, KY to support individual investors across our diversified financial services offerings. In this client-facing role, you will handle inbound calls and digital inquiries, resolve account questions, and educate clients on investment, retirement, and brokerage solutions without providing individualized advice. You’ll leverage Fidelity’s technology-driven platforms to guide clients through transactions, digital tools, and self-service options, while maintaining strict regulatory and security standards. You’ll join a structured career development experience with paid training, licensing support (e.g., Series 7/63 or 66), and clear growth paths into specialized or advisory roles. Working in a collaborative, client-first culture, you’ll be measured on quality, accuracy, professionalism, and client satisfaction. This hybrid role combines on-site team engagement in Covington, KY with some remote work, offering benefits including medical, dental, vision, life insurance, 401k, and ongoing learning opportunities in an innovation-driven environment.