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Fidelity Customer Service Jobs in Raleigh, NC (NOW HIRING)

Fidelity TalentSource

Security Officer

Durham, NC · On-site

$14.50 - $17.25/hr

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity ... Dedication to excellent customer service * Good analytical skills * Availability to work a flexible ...

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All JobsFidelity Customer Service JobsFidelity Customer Service Jobs in Raleigh, NC

Fidelity Customer Service information

See Raleigh, NC salary details

$23.8K

$56.4K

$98.2K

How much do fidelity customer service jobs pay per year?

As of Sep 2, 2026, the average yearly pay for fidelity customer service in Raleigh, NC is $56,379.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,900.00 and $68,000.00 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.

What are popular job titles related to Fidelity Customer Service jobs in Raleigh, NC?

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

What job categories do people searching Fidelity Customer Service jobs in Raleigh, NC look for?

The top searched job categories for Fidelity Customer Service jobs in Raleigh, NC are:

What cities near Raleigh, NC are hiring for Fidelity Customer Service jobs?

Cities near Raleigh, NC with the most Fidelity Customer Service job openings:

Fidelity Customer Service jobs near you
Infographic showing various Fidelity Customer Service job openings in Raleigh, NC as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 18% Part Time, and 3% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution, with an average salary of $56,379 per year, or $27.1 per hour.

Financial Customer Associate - Durham

Fidelity Investments

Durham, NC • On-site

$14 - $19.25/hr

Full-time

Retirement

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


Do you genuinely enjoy making a difference in the lives of others? If you answered "yes" and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Durham site.
In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role.
What to expect...
As a new FCA, you'll learn about the financial services industry, develop your skills, and gain new experiences.
  • Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans.
  • In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching.
  • Rewards & Recognition: Your achievements will be celebrated as you progress through the program.
  • This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role.

The Skills You Bring
  • Ability to establish rapport and relationships through effective communication
  • Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers.
  • Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.)
  • Proficiency in navigating and troubleshooting basic technology issues or systems.
  • Handle a variety of situations and conversations driving towards a resolution suitable for all
  • Self-motivated teammate with strong social skills who brings energy and passion to the team
  • Minimum 1 year of customer service experience
  • High School diploma or GED required

The Value You Deliver
  • A passion for helping people
  • Desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making
  • Provide outstanding customer service and communication via voice or digital channels

Note: Fidelity is not providing immigration sponsorship for this position
Our Investments in You
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Click here to learn about a few featured benefits (not all benefits are listed)
Shifts and Hours: Monday - Friday. Training hours are 8:30am - 5:00pm EST and post training must be able to work an 8 hour shift between the hours of 12:00pm - 12:00am EST.
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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