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Fidelity Investments - Customer Service, Hybrid work

Job Offers

Financial Customer Associate

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Launch your financial services career as a Financial Customer Associate in Smithfield. Utilize your customer service skills to guide clients with 401k accounts, withdrawals, and loans. This full-time role offers a path for growth, investing in you to help customers achieve their financial dreams.
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Location
United States , Smithfield
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Salary
Not provided
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Fidelity Investments
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Client Support Specialist

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Join our team as a Client Support Specialist, serving high net worth clients in the Chicago area. This role requires Series 7 & 63 licenses and 2-3 years of financial services experience. You will handle complex inquiries, process trades, and enhance client loyalty. We offer comprehensive benefit...
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Location
United States , Chicago; Naperville; Schaumburg; Orland Park; Geneva
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Salary
50000.00 - 76000.00 USD / Year
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Fidelity Investments
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Customer Relationship Advocate

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Launch your finance career as a Customer Relationship Advocate at Fidelity in Merrimack. You'll provide exceptional client service, handle trades, and money movement via phone. We provide paid study time and training to obtain your FINRA Series 7 & 63 licenses. Grow with personalized support and ...
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Location
United States , Merrimack
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Salary
Not provided
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Fidelity Investments
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Financial Customer Associate

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Launch your finance career as a Financial Customer Associate in the Greater Omaha area. This entry-level role provides extensive training on 401k plans and client support. We seek empathetic communicators with at least one year of customer service experience. Enjoy a supportive team environment w...
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Location
United States , Omaha; Papillion
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Salary
Not provided
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Fidelity Investments
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Client Support Specialist

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Join our team as a Client Support Specialist, serving high-net-worth clients in Fairlawn, Westlake, or Woodmere. This role requires Series 7 & 63 licenses and 2-3 years of financial services experience. You will enhance client relationships, process complex transactions, and drive business develo...
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Location
United States , Westlake; Woodmere; Fairlawn
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Salary
Not provided
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Fidelity Investments
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Client Support Specialist

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Join our team as a Client Support Specialist in South Florida. This role serves high-net-worth clients, requiring a Series 7 license and financial services experience. You will resolve complex inquiries, process transactions, and identify new business opportunities. Strong communication and probl...
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Location
United States , Miami, Coral Gables, Fort Lauderdale, Boca Raton
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Salary
Not provided
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Fidelity Investments
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Financial Customer Associate

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Join our Smithfield team as a Bilingual Financial Customer Associate. Provide outstanding support in English and Spanish for global customers' 401k and financial account needs. This full-time role is your springboard to a meaningful career, requiring strong communication skills and a passion for ...
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Location
United States , Smithfield
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Salary
Not provided
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Fidelity Investments
Expiration Date
Until further notice

Financial Customer Associate

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Join Fidelity in Merrimack as a Financial Customer Associate. Provide exceptional service, helping clients with 401k accounts, withdrawals, and financial education. Strong communication skills and a passion for helping others are key. No finance background required—we invest in your training and ...
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Location
United States , Merrimack
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Salary
Not provided
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Fidelity Investments
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Until further notice

Client Support Specialist

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Join our team as a Client Support Specialist in the Greater Baltimore area. This role serves high-net-worth clients, requiring a Series 7 license and 2-3 years of financial services experience. You will handle complex inquiries, process trades, and enhance client relationships. We offer comprehen...
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Location
United States , Greater Baltimore, MD Area
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Salary
50000.00 - 76000.00 USD / Year
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Fidelity Investments
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Client Support Specialist

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Join our team as a Client Support Specialist, serving high-net-worth clients in Southern California. This role requires Series 7 & 63 licenses and 2-3 years of financial services experience. You will resolve complex inquiries, identify growth opportunities, and enjoy top-tier benefits including c...
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Location
United States , San Diego; Rancho Bernardo; Newport Beach; Irvine; Mission Viejo
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Salary
50000.00 - 76000.00 USD / Year
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Fidelity Investments
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Customer Relationship Advocate

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Launch your finance career as a Customer Relationship Advocate at Fidelity in Smithfield. Receive fully sponsored FINRA licensing (SIE, Series 7 & 63) with paid study time. Provide exceptional phone-based client service, handling trades, money movement, and support. Join a team focused on your pe...
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Location
United States , Smithfield
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Salary
Not provided
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Fidelity Investments
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Financial Customer Associate

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Join our Covington team as a Financial Customer Associate and transform lives through exceptional service. You’ll guide customers with 401k inquiries, withdrawals, and account maintenance, leveraging your empathy and communication skills. We seek adaptable, self-motivated professionals with 1+ ye...
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Location
United States , Covington
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Salary
Not provided
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Fidelity Investments
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