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Fidelity Customer Service Jobs in Texas (NOW HIRING)

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Fidelity Customer Service information

See Texas salary details

$22.8K

$54K

$94.1K

How much do fidelity customer service jobs pay per year?

As of Sep 3, 2026, the average yearly pay for fidelity customer service in Texas is $54,034.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,200.00 and $65,200.00 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 Texas?

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

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

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

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

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

Fidelity Customer Service jobs near you
Infographic showing various Fidelity Customer Service job openings in Texas 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 $54,034 per year, or $26 per hour.

Fidelity's Licensing Accelerator Program (SIE®) - Westlake, TX

Fidelity Investments

Westlake, TX • On-site

Full-time

Re-posted 21 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


Are you considering a career where you can help clients with their finances and plan for their future but not sure where to start?
Whether you are finishing your schooling or thinking about changing careers, Fidelity's Licensing Accelerator Program provides you the opportunity to learn more about the industry and the culture at Fidelity, all while preparing you to sit for the SIE® Exam which is the first step in earning your Series 7 and helping clients achieve their financial goals. The SIE® is an introductory-level exam covers fundamental investment concepts for working in the industry, including types of basic financial products, risk association and regulatory guidelines.
Our Licensing Accelerator Program allows you to explore joining the financial services field and jumpstart your career in the industry, all while being supported by a network of Fidelity leaders and resources. If accepted into Fidelity's LAP program, you will not be employed with Fidelity and you will not perform any work for Fidelity.
What to expect...
As a Fidelity Licensing Accelerator Program participant, you'll be given the opportunity to prepare and sit for the SIE® exam as we invest in you
  • Fidelity will pay for the study materials and exam fee for you to sit for the Securities Industry Essentials® Exam.
  • You will experience opportunities for engagement at various key milestones throughout the program and have access to a personalized portal for study software and Fidelity resources.
  • Throughout the program, you'll have the ability to learn more about career opportunities at Fidelity, hear directly from associates and leaders, and see the culture from within.
  • Upon successful completion of the program, our skilled recruiters will partner with you on applying to our full-time Customer Relationship Advocate role where you can complete the Series 7 and other licenses and begin your career journey with Fidelity.

Advantages of Fidelity's LAP journey...
You are learning. An informative and flexible learning environment that encourages questions, with access to study materials and tips from Fidelity's licensing partners.
You can explore. Experience Fidelity and learn what a career at Fidelity looks like through tours of our regional and/or investor centers, discover what career vitality looks like at Fidelity and what opportunities might be right for you!
You get exposure. Understand what our culture is like and the impact we have in our communities and regions.
You are growing. From week one in the program, receive the support and structure to help you prepare for the SIE® exam & explore a future at Fidelity.
Our LAP program allows you to explore joining the financial services field and jumpstart your career in the industry. If accepted into Fidelity's Licensing Accelerator program, you will not be employed with Fidelity and you will not perform any work for Fidelity. The program will provide you with resources to study for and take the SIE® while also allowing you to learn more about what a future career with Fidelity will look like if you elect to pursue one. Note: Any application for full time licensed employment will not be considered until completion of the program.
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:
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 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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