As a financial service professional at Fidelity, your counsel will help the most important people -- our clients -- reach their goals and live their dreams. Customer focus is one of Fidelity's core values. Our client and customer service teams work with investment professionals, including brokers and bank officers, to ensure their service meets clients' needs.
Watch this video to meet some of our financial service professionals and find out more about client and customer service at Fidelity.
Opportunities in this area include:
- Expanded Part-time Opportunities. Join our growing Customer Service
Team and you'll be in a rewarding, flexible environment that accommodates your schedule.
Part-time shifts are 20-30 hours per week - daytime and evening hours available. Learn more about a part time position from
Tracey, a part-time Service Delivery Associate at Fidelity Investments.
Apply for part-time Customer Service Associate opportunities in:
- Covington, Kentucky
- Merrimack, New Hampshire
- Raleigh/Durham, North Carolina
- Westlake, Texas
- Financial Representative (Retail). Learn the financial industry while providing high-quality services to clients. Be part of a fast-paced team focused on enhancing relationships and building customer loyalty. Provide market news, quotes, and tax and retirement-related information. If you don't already have them, we will help you with the training you need to obtain your Series 7 & 63 licenses within the required timeframe.
- Customer Service Associate. Interact with client participants by assisting them with plan options, enrollments, and more. Provide plan-specific guidance and work with management and service delivery specialists to ensure that client needs are met.
- Financial Team Manager: Provide effective coaching, feedback, and motivation to a team of 15-20 licensed Financial Representatives. For this position, we prefer that you have held your Series 9 & 10 licenses or, at a minimum, that you have held your Series 7 & 63 licenses for at least 3 years.
These positions -- and many others -- are available at several of Fidelity's regional
sites.
Learn more about these locations and their opportunities:
Covington, Kentucky,
Durham, North Carolina,
Jacksonville, Florida,
Merrimack, New Hampshire,
Salt Lake City, Utah, and
Westlake, Texas.
Search jobs now. To view all client and customer service jobs, choose "customer service" in the drop-down.
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