Customer Service Careers
Build your career while helping others
Apply for a Fidelity customer service role, and combine your passion for helping others with a flexible and supportive career.
Skills you have
You don’t necessarily need a finance background to succeed in customer service. As long as you have a passion for helping people, we can teach you the rest.
Effective communication skills
You can make a connection, establishing relationships with customers and teammates.
Listening skills
You have the compassion to support our diverse customer needs.
Aptitude to learn
You have a studious mind and are ready to complete our paid development experience so you can take your licensing exams.
Adaptability
You’re excited to serve varied customer needs, including balance inquiries, money movement, trading, and more.
Tactful resolve
You can handle different types of situations and conversations, driving towards a mutually suitable resolution.
Flexibility
You’re able to work in various environments—office and home, and sometimes overtime.
Types of roles in customer service
We offer three entry-level Customer Service opportunities for unlicensed professionals that serve our customers and their financial needs.
Customer Relationship Advocate
Train to earn your license as you answer inbound calls and progress towards more complex customer assistance.
Financial Customer Associate
Answer inbound calls and assist with retirement questions and transactions.
Workplace Planning Associate
Through outbound and inbound calls, you’ll help 401(k) participants get the most out of their plan.
Get the training to succeed
They do a really good job of making sure the end goal of the onboarding and licensing process is clear.
Luke, Customer Relationship Advocate
Current openings in customer service
We post new openings frequently. If you don’t see the right fit, we invite you to join our talent network and sign up for job alerts.
What it’s like to work here
It’s just a matter of seeing how far do I want to go and I always know that I have somebody here to support me.
Jabbi, Customer Relationship Advocate
Empathy is a really good thing to have, it gives you perspective as to how to better do your job.
Desiree, Customer Relationship Advocate
Frequently asked questions
Work environment
The hours of operation differ for each Regional Center but in general, the hours are designed to make our associates available as much as possible for clients.
The number of associates working in a Regional Center differs for each location and can range from 700 associates to over 5,500 associates.
Fidelity is committed to the professional development of associates and provides many resources to guide your career.
The role is focused on ensuring customer satisfaction with every interaction so the primary measure of success is customer experience.
As a company, we demonstrate a commitment to our core values and to the community. Delivering the best customer experience in the financial services industry is our top priority. We’re devoted to developing our associates’ skills with challenging positions and numerous opportunities for personal and professional growth.
While we love recent graduates, we also have roles that are perfect for people looking to change careers and begin their journey in financial services with us.
Compensation and benefits
All of our Regional Center roles have a base salary and are eligible for a variable compensation plan. Role-specific details will be discussed in our interview process.
We offer a competitive benefits package that includes health, insurance, retirement and work-life programs.
Learn more about our benefitsAdvancement opportunities
With our 10 Regional Centers, there are many opportunities to grow, both within a Regional Center and across the different locations.
Fidelity recognizes that career growth is enhanced through internal mobility. At the same time, it is important that employees remain in every position long enough to learn the skills required for the job and to fully contribute to the organization that provided the employee with the training and learning opportunity. Generally, Fidelity expects that in most circumstances the proper balance between career growth and contributions to the business unit require an employee to be in a position for at least 12 months before seeking other Fidelity opportunities.
Get more information about working at Fidelity
Join one of our webinars and learn more about our company, benefits and culture—and the opportunities we have available.
Find your ideal licensed role
If you have your FINRA licenses, you’ll find opportunities waiting in our Investor Centers and Regional Centers.
