Customer service
Customer service jobs at Fidelity
Combine your passion for helping others with a flexible and supportive career at Fidelity’s Regional Centers.
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.
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
It's just a great sense of community that will carry with you throughout your career.
Nicole, High-Net-Worth Associate
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?
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.
