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Fidelity Customer Service Jobs in Wisconsin (NOW HIRING)

American Fidelity

Sales Account Manager

Green Bay, WI · 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 ...

American Fidelity

Account Manager

Green Bay, WI · 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

Account Manager

Appleton, WI · 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

Appleton, WI

$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

Account Manager

Madison, WI · 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

Milwaukee, WI

$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

Account Manager

Green Bay, WI · 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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All JobsFidelity Customer Service JobsFidelity Customer Service Jobs in Wisconsin

Fidelity Customer Service information

See Wisconsin salary details

$24.7K

$58.5K

$101.9K

How much do fidelity customer service jobs pay per year?

As of Sep 5, 2026, the average yearly pay for fidelity customer service in Wisconsin is $58,541.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,400.00 and $70,700.00 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 job categories do people searching Fidelity Customer Service jobs in Wisconsin look for?

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

Fidelity Customer Service jobs near you
Infographic showing various Fidelity Customer Service job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 17% Part Time, and 2% Contract. Highlights an 88% Physical, 1% Hybrid, and 11% Remote job distribution, with an average salary of $58,541 per year, or $28.1 per hour.

Client Support Specialist - Greater Milwaukee, WI Area (REMOTE)

Fidelity Investments

Mequon, WI • On-site

$16 - $21.50/hr

Full-time

Re-posted 18 days ago

Key responsibilities

  • Respond to inbound customer inquiries by providing product and service guidance, processing transactions, and resolving client issues.

  • Manage and research client cases, communicate solutions, and follow up to ensure client satisfaction.

  • Identify opportunities to recommend additional products and services that support the client's financial goals and collaborate with Financial Consultants.

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 273 frontline employees who took The Breakroom Quiz

16th of 154 rated financial services

Job description

Job Description:

To be eligible for consideration of this role, your primary residence must be

located within a 90 mile radius at the time of application from the approved branch sites listed below:

Mequon, Milwaukee

Note: Fidelity will not provide immigration sponsorship for this position.

As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need.In this role, you will help us to increase customer loyalty and drive business development opportunities.

The Team

While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past.Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization.These simple but powerful values set us apart from our competition.

The Expertise You Have

  • Series 7 required

  • Series 63 or ability to obtain within 90 days

  • 2-3 years of previous financial services experience

The Skills You Bring

  • Broad based knowledge and understanding of general financial planning concepts

  • Proven customer service, client support and problem resolution skills

  • Strong verbal and written communication skills

  • Ability to effectively influence others

  • Robust time management and organizational skills

The Value You Deliver

  • Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests

  • Deliver efficient and responsive resolution for various client situations.Own the management of the case, research the issue and communicate the solution to the client

  • Uncover opportunities and identify products and services that will enhance the client's financial success and partner with the Financial Consultant to further discuss with the client

  • Collaborate with internal business partners to research and resolve complex client requests

  • Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request

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:Series 07 - FINRA, Series 63 - FINRACategory: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.

What Fidelity Investments employees say

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