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Fidelity Investments - Customer Service

Job Offers

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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Financial Customer Associate

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Join our team as a Financial Customer Associate in Omaha, NE. This entry-level, work-from-home role requires 1+ year of customer service experience and a HS diploma. You'll assist clients with 401k inquiries, withdrawals, and account maintenance while enjoying career coaching, well-being support,...
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Location
United States , Omaha; Papillion
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Salary
Not provided
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Fidelity Investments
Expiration Date
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Financial Customer Associate

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Join our Salt Lake City team as a Financial Customer Associate and transform lives through exceptional service. You’ll guide customers with 401k inquiries, withdrawals, and account maintenance, requiring empathy, strong communication, and 1+ year of customer service experience. This full-time rol...
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Location
United States , Salt Lake City
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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 a dynamic team as a Client Support Specialist in the Greater Washington DC Area. Leverage your Series 7 and financial services experience to serve high net worth clients ($250K-$1M) with complex investment needs. Handle inbound calls, process trades (options, equities, fixed income), and dri...
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Location
United States , Greater Washington DC Area
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Salary
50000.00 - 76000.00 USD / Year
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Fidelity Investments
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Entry Level Customer Service

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Join our Albuquerque team as an Entry Level Customer Service Representative (Financial Customer Associate). You’ll help customers achieve financial dreams by answering 401k questions, processing withdrawals, and providing account support. We seek empathetic communicators with 1+ year of customer ...
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Location
United States , Albuquerque
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Salary
Not provided
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Fidelity Investments
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High Net Worth Service Associate

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Join a dynamic team as a High Net Worth Service Associate in Smithfield, RI. You’ll support clients with $250K–$1M in assets, handling complex service and investment needs via inbound calls. Requires Series 7, Series 63 (or obtain within 90 days), and 2–3 years of financial services experience. U...
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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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Until further notice

Client Support Specialist

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Join a dynamic team as a Client Support Specialist in Greater Sacramento, CA. Leverage your Series 7 and financial services experience to serve high net worth clients ($250K-$1M). You’ll resolve complex inquiries, process trades, and uncover growth opportunities. Enjoy comprehensive benefits, ret...
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Location
United States , Greater Sacramento, CA Area
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Salary
50000.00 - 76000.00 USD / Year
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Fidelity Investments
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Entry Level Customer Service Representative

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Join a mission-driven team as an Entry Level Customer Service Representative (Financial Customer Associate) in Omaha, NE. Work primarily from home while helping customers manage 401k accounts, withdrawals, and loans. Requires 1 year of customer service experience and a High School diploma. Enjoy ...
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Location
United States , Omaha
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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 remote Client Support Specialist for high-net-worth clients. This role requires a Series 7 license, financial services experience, and residency in the Greater Tri-State area. We offer a competitive package, comprehensive benefits, and full work-from-home support.
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Location
United States , New York, NY; Garden City, NY; Stamford, CT; Scarsdale, NY; Roslyn, NY; Plainview; Lake Grove; Chappaqua; Greenwich, CT; Fairfield, CT
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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 in St. Louis or Chesterfield. Serve high-net-worth clients, utilizing your Series 7 license and financial services expertise. You will resolve complex inquiries, process transactions, and identify growth opportunities in a dynamic environment.
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Location
United States , St. Louis; Chesterfield
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Salary
Not provided
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Fidelity Investments
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