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Fidelity Customer Service Jobs in Ohio (NOW HIRING)

RIA Recruiting

Client Service Associate

Columbus, OH · On-site

$65K - $80K/yr

Maintain our CRM, ensuring meeting notes and docs are stored accurately * Act as the primary point person for our custodians: Schwab and Fidelity Requirements: * 2 years of financial services ...

RIA Recruiting

Client Service Associate

Columbus, OH · On-site

$65K - $80K/yr

Maintain our CRM, ensuring meeting notes and docs are stored accurately * Act as the primary point person for our custodians: Schwab and Fidelity Requirements: * 2 years of financial services ...

Americanfidelity

Sales Account Manager

Toledo, OH · On-site

$87K - $119K/yr

At American Fidelity, we believe that creating a culture of diversity, equity and inclusion, where all Colleagues can be their best to provide the best service to our Customers, is vital to our ...

Americanfidelity

Sales Account Manager

Columbus, OH · On-site

$87K - $119K/yr

At American Fidelity, we believe that creating a culture of diversity, equity and inclusion, where all Colleagues can be their best to provide the best service to our Customers, is vital to our ...

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Showing results 21-40

All JobsFidelity Customer Service JobsFidelity Customer Service Jobs in Ohio

Fidelity Customer Service information

See Ohio salary details

$23.3K

$55.1K

$96K

How much do fidelity customer service jobs pay per year?

As of Sep 6, 2026, the average yearly pay for fidelity customer service in Ohio is $55,139.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,000.00 and $66,500.00 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.

What are popular job titles related to Fidelity Customer Service jobs in Ohio?

For Fidelity Customer Service jobs in Ohio, the most frequently searched job titles are:

What job categories do people searching Fidelity Customer Service jobs in Ohio look for?

The top searched job categories for Fidelity Customer Service jobs in Ohio are:

What cities in Ohio are hiring for Fidelity Customer Service jobs?

Cities in Ohio with the most Fidelity Customer Service job openings:

Fidelity Customer Service jobs near you
Infographic showing various Fidelity Customer Service job openings in Ohio as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $55,139 per year, or $26.5 per hour.

Client Service Associate

RIA Recruiting

Columbus, OH • On-site

$65K - $80K/yr

Full-time

Medical, Retirement, PTO

Posted 11 days ago

Job description

Capital Asset Management is a wealth management firm in Columbus, OH and we are seeking a Client Service Associate to join our team. We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has created a culture of success, this may be a good fit for you! Find out more about us at capitalassetmgmt.com

Compensation:

  • Salary range of $65K-80K, commensurate with relevant experience
  • Great Work/Life Balance with a Monday-Friday Schedule
  • Group Medical insurance
  • Retirement plan with matching contributions
  • Generous PTO Policy & Paid Holidays
  • Small, cohesive team environment

Responsibilities include:

  • Assist clients with account openings, transfers, deposits, and withdrawals
  • Lead new client onboarding process
  • Audit clients' portals for broken links and missing data
  • Track and confirm year-end RMDs and IRA contributions
  • Coordinate proactive client touchpoints
  • Compile and organize tax docs and client return preparation
  • Schedule client meetings and manage the firm's calendar
  • Maintain our CRM, ensuring meeting notes and docs are stored accurately
  • Act as the primary point person for our custodians: Schwab and Fidelity

Requirements:

  • 2 years of financial services experience
  • Ability to prioritize tasks, problem-solve, and meet deadlines
  • Organization skills & attention to detail
  • Ability to anticipate client and advisor needs
  • Ability to work independently while prioritizing projects and managing your time - we do not micromanage
  • Ability to learn and implement new technology and software
  • Ability to communicate well and work in a collaborative environment
  • Ability to follow office processes and policies related to office operations & client privacy

The Process:

Qualified candidates will start the process by having a 15-30-minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance, you will meet with the leadership team. Qualified candidates will be asked to take assessments.

We are an Equal Opportunity Employer.

Employment Type: FULL_TIME

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