Customer Relationship Advocate Career Development Experience- Greenwood Village, CO

Company: Fidelity Investments
Location: Wheat Ridge
Posted on: February 1, 2026

Job Description:

As a Customer Relationship Advocate at Fidelity Investments, based in the scenic Greenwood Village, CO, you will embark on a rewarding career path in the dynamic world of financial services. This role is instrumental in fostering solid, rewarding relationships with clients, helping them understand our wide array of financial products and ensuring they receive top-tier service. You will leverage your expertise to educate clients, troubleshoot issues, and guide them through their financial journey to achieve their investment goals. Provide concise, friendly customer service to clients while resolving inquiries and issues. Educate clients on Fidelity’s products including retirement, brokerage, and other investment services. Identify opportunities to help clients with effective solutions or improvements. Maintain high service standards and comply with all regulatory requirements. Collaborate with team members and other departments to enhance client satisfaction. Participate in ongoing training and development programs to stay current in the industry and with Fidelity’s services and platforms. Strong communication and interpersonal skills Ability to simplify complex financial concepts for a variety of audiences Strong problem-solving skills and attention to detail Proficiency in CRM software and Microsoft Office Adaptability and willingness to learn new tools and technologies Medical Insurance Dental Insurance Vision Insurance 401k For an advantage: Certified Financial Planner (CFP) or FINRA series certifications

Keywords: Fidelity Investments, Longmont , Customer Relationship Advocate Career Development Experience- Greenwood Village, CO, Accounting, Auditing , Wheat Ridge, Colorado