Customer Relationship Advocate Career Development Experience- Greenwood Village, CO

Company: Fidelity Investments
Location: Aurora
Posted on: March 2, 2026

Job Description:

Fidelity Investments, a leader in the financial services sector with a robust global presence, is seeking a dedicated and proactive Customer Relationship Advocate for our Greenwood Village, CO office. This position provides a unique opportunity to engage directly with clients, offering solutions and insights into their financial needs while fostering strong, trust-based relationships. You'll play a pivotal role in supporting clients through their financial journey, ensuring they receive the highest level of service and expert guidance according to their individual investment goals. Acting as the first point of contact for client interactions, providing timely and accurate responses to inquiries. Understanding client needs and providing personalized financial solutions. Keeping abreast of the latest financial products and tools offered by Fidelity. Educating clients about investment strategies and potential risks. Handling complaints and resolving issues to the client's satisfaction. Maintaining compliance with all regulatory requirements. Building and maintaining effective relationships with new and existing clients. Strong interpersonal and communication skills. Ability to understand and explain complex financial products. Excellent problem-solving and conflict resolution abilities. Proficiency in data analysis and customer relationship management (CRM) software. Medical Insurance Dental Insurance Vision Insurance 401k Certifications in financial planning like CFP (Certified Financial Planner) or FINRA licenses (Series 7, Series 63) are preferred.

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