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Fidelity Customer Service Jobs (NOW HIRING)

Fidelity Investments

Customer Service Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of ...

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Fidelity Customer Service information

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$24.5K

$58K

$101K

How much do fidelity customer service jobs pay per year?

As of Sep 2, 2026, the average yearly pay for fidelity customer service in the United States is $57,998.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,000.00 and $70,000.00 per year, depending on experience, location, and employer.

What is a Fidelity Customer Service?

A Fidelity Customer Service job involves assisting customers with their financial accounts, answering inquiries, and providing guidance on Fidelity products and services. Representatives help resolve issues, process transactions, and offer support for retirement, investment, and brokerage accounts. Strong communication skills and financial knowledge are essential to delivering excellent customer service and ensuring a positive client experience.

What are the key skills and qualifications needed to thrive in the Fidelity Customer Service position?

To thrive as a Fidelity Customer Service representative, you need strong customer service skills, problem-solving abilities, and a solid understanding of financial products and services, often supported by a bachelor's degree or relevant certifications like the Series 7 or Series 63. Familiarity with CRM software, call management systems, and proprietary financial platforms is commonly required. Excellent communication, patience, and active listening are key soft skills that set top performers apart in this role. These competencies are crucial for delivering accurate guidance, building client trust, and efficiently resolving client inquiries in a fast-paced setting.

What are some typical challenges faced by Fidelity Customer Service representatives, and how are they supported in overcoming them?

Fidelity Customer Service representatives often encounter challenges such as addressing complex financial questions, handling high call volumes, and staying current with evolving products and regulatory requirements. To support team members, Fidelity provides comprehensive training, access to updated knowledge bases, and a collaborative team environment where experienced colleagues and supervisors are available for guidance. Ongoing professional development and regular feedback sessions further help representatives grow their expertise and deliver exceptional client support. This supportive culture ensures employees are well-equipped to deliver outstanding service even when facing demanding situations.

Does Fidelity Customer Service allow work from home?

Fidelity Customer Service roles often offer remote work options, especially for experienced representatives, but availability depends on the specific position and location. Many customer service jobs at Fidelity can be performed remotely with proper equipment and internet connection, and some roles may require in-office presence or hybrid arrangements.

What are entry level positions at Fidelity Customer Service?

Entry-level positions at Fidelity Customer Service typically include Customer Service Associate or Representative roles, which involve assisting clients with account inquiries, transactions, and basic financial guidance. These roles often require strong communication skills, a high school diploma or equivalent, and may offer training on company systems and products.
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Fidelity Customer Service jobs near you
Infographic showing various Fidelity Customer Service job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 19% Part Time, and 3% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution, with an average salary of $57,998 per year, or $27.9 per hour.

Vice President, Enterprise Accessibility Program Lead

Fidelity Investments

Covington, KY • On-site

Full-time

Posted 4 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 273 frontline employees who took The Breakroom Quiz

16th of 152 rated financial services

Job description

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position

Position: VP, Fidelity Customer Accessibility Governance Lead

Come Join Us

Are you passionate about shaping the future of Fidelity's digital experiences through governance, transparency, and enterprise alignment? Do you thrive at the intersection of business, technology, risk, compliance, and customer experience? As a member of Workplace Investing Shared Services, you will lead a cross-business digital governance capability focused on CUSTOMER level accessibility, digital standards adoption, executive transparency, and enterprise accountability.

The Role

The VP, Fidelity Customer Accessibility Governance Lead will establish and lead Fidelity's cross-business governance framework for Accessibility on customer-facing digital experiences. This leader will serve as the central point of coordination across Workplace Investing, Fidelity Brokerage, Fidelity Wealth, Fidelity Institutional, UX Design, Risk, Compliance, Legal, Product, and Engineering organizations. The role is responsible for driving executive alignment, governance routines, scorecards, standards adoption, risk visibility, and strategic communications while reinforcing business-unit accountability.

Key Responsibilities

Establish enterprise digital governance routines and executive operating reviews.
Create and maintain executive scorecards, KPIs, standards adherence reporting, and transparency dashboards.
Provide L1/L2 leadership visibility into digital health, accessibility performance, risks, and remediation priorities.
Lead cross-business alignment on digital standards, controls, policies, and governance practices.
Serve as the central point of contact for accessibility-related regulatory, legal, compliance, and risk matters.
Drive enterprise adoption of accessibility standards, tooling, automation, and best practices.
Partner with Product, Engineering, UX, Risk, and Compliance leaders to identify gaps and improvement opportunities.
Establish communication strategies, listening posts, and learning programs that improve awareness and adoption.
Facilitate prioritization and escalation processes for enterprise digital risks and customer-impacting issues.

The Expertise and Skills You Bring

12+ years of leadership experience in digital governance, portfolio management, program management, product management, technology leadership, risk management, or related disciplines.
Proven success leading enterprise-wide initiatives that span multiple business units and executive stakeholders.
Strong executive communication, influence, and relationship management skills.
Experience designing governance frameworks, operating models, scorecards, KPIs, and executive reporting.
Ability to influence without authority and drive consensus across complex organizations.
Strategic thinker with strong analytical and problem-solving capabilities.
Experience leading change management and enterprise transformation efforts.
Strong understanding of digital experience management, controls, risk mitigation, and operational excellence.
Familiarity with accessibility standards, digital governance, compliance, or regulatory frameworks preferred.

The Value You Deliver

You will establish the governance structures, executive routines, scorecards, communications, and accountability mechanisms that enable Fidelity to manage customer-facing digital experiences consistently across business units. By creating transparency, strengthening standards adoption, and improving executive visibility into risks and outcomes, you will help Fidelity scale a sustainable digital governance capability that improves customer experience, reduces operational and regulatory risk, and reinforces trust across our digital ecosystem.

Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:Category:Program/Project Management

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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