Customer service

Customer service jobs at Fidelity

Combine your passion for helping others with a flexible and supportive career at Fidelity’s Regional Centers.

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Types of roles in customer service

Even if you’re not an expert on financial services, you can still thrive at Fidelity. We offer 3 entry-level customer service opportunities for unlicensed professionals. And if you have your license, we have specialized roles for you too.

Work with us

Customer Relationship Advocate

Answer inbound calls and progress toward more complex customer assistance and a licensed role.

Financial Customer Associate

Answer inbound calls and assist with retirement questions and transactions. There's also potential to progress to a licensed role.

Workplace Planning Associate

Through outbound and inbound calls, you'll help 401(k) participants get the most out of their plans. There's also potential to progress to a licensed role.

Licensed roles

If you have your Series 7 license, you can put it to use at one of our regional centers.

What it’s like to work in customer service

00:40

It's just a great sense of community that will carry with you throughout your career.
Nicole, High-Net-Worth Associate

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Once you pass SIE, your Series 7, and your 63, there's just so many different avenues that you can go to.

Meaningful resources for career development

We actively invest in our people to help them develop a career that works for them.

Formal training
Learning resources
Ongoing support
Coaching and mentoring
Fully funded degree program
Study support and pay to earn your securities licenses

Curious about what it takes to get certified?

Take the FINRA practice test

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Benefits that balance life and work

From our fully paid parental leave to our on-site health and wellness centers, our benefits support the belief that the more balance you have, the better you can achieve your goals.

More about benefits