Customer Relationship Advocate Career Development Experience- Greenwood Village, CO

Company: Fidelity Investments
Location: Lakewood
Posted on: February 1, 2026

Job Description:

Fidelity Investments, a premier multinational financial services firm headquartered in Boston, MA, and a leader in global asset management, seeks a dynamic and customer-focused individual for the role of Customer Relationship Advocate at our Greenwood Village, CO office. This position offers a unique career development opportunity for individuals passionate about delivering exceptional service while building a career in financial services. You will engage directly with clients, providing comprehensive support and solutions tailored to their financial needs. Provide detailed and accurate financial service information to clients Resolve client inquiries related to account management, investment options, and retirement planning Engage in ongoing learning and training to enhance financial knowledge and service skills Develop and maintain strong relationships with clients to ensure high satisfaction and retention Use various communication tools and technologies to meet client needs and preferences Strong interpersonal and communication skills Ability to simplify complex information Proficiency in CRM software and financial databases Critical thinking and problem-solving abilities Adaptability to various client interaction technologies Medical Insurance Dental Insurance Vision Insurance 401k Financial Industry Regulatory Authority (FINRA) certification desirable Certified Financial Planner (CFP) or similar credentials advantageous

Keywords: Fidelity Investments, Aurora , Customer Relationship Advocate Career Development Experience- Greenwood Village, CO, Accounting, Auditing , Lakewood, Colorado