Benjamin Jones
Customer Relationship Advocate at Fidelity | Merging Client Needs, Sustainability & Finance | Committed to Driving Positive Change | Future Leader in Sustainable Finance |
- Role
- Customer Relationship Advocate at Fidelity Investments
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Benjamin Jones
I’m a finance professional passionate about helping clients make informed financial…
Experience
Customer Relationship Advocate
Aug 2025 — Present · Denver, CO, US
As a Customer Relationship Advocate- Provide personalized support to clients by addressing account inquiries, guiding them through Fidelity’s products and services, and helping them achieve their financial goals- Focus on building trust, delivering clear solutions, and creating a positive customer experience while developing my expertise in financial markets, investment strategies, and client relationship management.
Education
University of Colorado Boulder
Bachelor of Business Administration - BBA, Business Administration and Management, General
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