Investor Support Customer Service Representative - Financial Services

Fidelity Investments Inc.; Taylor Mill (KY); Hybrid; USD 38,000 - 60,000; Full time

Job summary

Fidelity Investments in Covington, KY, is seeking a Customer Relationship Advocate to deliver exceptional service to individual investors. In this career development role, you’ll handle inbound client inquiries, resolve account and trading questions, and educate customers on investment, retirement, and digital solutions.

This hybrid position combines phone and digital support within a collaborative, client-first culture, with extensive paid training, licensing support, and clear growth paths

Responsibilities

• Handle inbound client inquiries.
• Resolve account and trading questions.
• Educate customers on investment, retirement, and digital solutions.

Job description

Fidelity Investments seeks a Customer Relationship Advocate in Covington, KY to deliver exceptional service to individual investors. In this career development role, you’ll handle inbound client inquiries, resolve account and trading questions, and educate customers on investment, retirement, and digital solutions. You’ll work in a collaborative, client-first culture with extensive paid training, licensing support, and clear growth paths into advanced service, planning, or advisory roles. This hybrid position blends phone and digital support, emphasizing integrity, problem solving, and continuous learning in a dynamic financial services environment.