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Fidelity Financial Customer Associate Jobs in Raleigh, NC

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Fidelity Financial Customer Associate information

See Raleigh, NC salary details

$18K

$49.5K

$73.4K

How much do fidelity financial customer associate jobs pay per year?

As of Sep 2, 2026, the average yearly pay for fidelity financial customer associate in Raleigh, NC is $49,542.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,900.00 and $60,300.00 per year, depending on experience, location, and employer.

What is a Fidelity Financial Customer Associate?

A Fidelity Financial Customer Associate is a front-line representative who assists Fidelity Investments clients with their financial accounts and investment inquiries. They provide customer service, answer questions about products and services, help with account management, and may guide clients through online tools or basic transactions. Associates play a key role in ensuring a positive customer experience by resolving issues efficiently and providing reliable information. They often serve as the first point of contact for clients seeking support or information about their investments. This role requires strong communication skills and a good understanding of financial products and services.

What are the key skills and qualifications needed to be a Fidelity Financial Customer Associate?

To excel as a Fidelity Financial Customer Associate, you need a solid understanding of financial products, excellent customer service skills, and typically a bachelor’s degree in finance, business, or a related field. Familiarity with CRM systems, financial planning software, and relevant licenses such as the Series 7 and 63 are often required. Outstanding communication, active listening, and problem-solving abilities help build client trust and resolve issues efficiently. These competencies are crucial for providing accurate guidance, maintaining compliance, and fostering positive client relationships in a fast-paced financial environment.

What are some common challenges faced by a Fidelity Financial Customer Associate, and how can new hires prepare for them?

Fidelity Financial Customer Associates often face the challenge of managing a high volume of client inquiries while ensuring each interaction is personalized and accurate. Balancing multiple tasks—such as troubleshooting account issues, explaining financial products, and meeting performance metrics—can be demanding, especially during peak periods. New hires can prepare by developing strong communication skills, staying organized, and familiarizing themselves with Fidelity's product offerings and internal systems. Training programs and ongoing support from experienced colleagues help associates overcome these challenges and grow professionally within the team.

What is the difference between Fidelity Financial Customer Associate vs Fidelity Financial Advisor?

AspectFidelity Financial Customer AssociateFidelity Financial Advisor
CredentialsHigh school diploma or equivalent; FINRA licensing often requiredFINRA Series 7 and 63 licenses; bachelor's degree often preferred
Work EnvironmentCall centers, branch offices, client support teamsClient meetings, financial planning sessions, advisory offices
Employer & Industry UsageEntry-level support role within Fidelity's retail banking and investment servicesClient-facing role providing personalized financial advice within Fidelity

The Fidelity Financial Customer Associate primarily handles client inquiries and support, requiring basic licensing and focusing on customer service. In contrast, the Fidelity Financial Advisor provides personalized financial planning and investment advice, requiring advanced licenses and certifications. Both roles are integral to Fidelity's client service but differ significantly in responsibilities and qualifications.

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

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

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

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

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

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

Fidelity Financial Customer Associate jobs near you
Infographic showing various Fidelity Financial Customer Associate job openings in Raleigh, NC as of August 2026, with employment types broken down into 76% Full Time, 21% Part Time, and 3% Contract. Highlights an 94% Physical, 1% Hybrid, and 5% Remote job distribution, with an average salary of $49,487 per year, or $23.8 per hour.

SoftPro Customer Support Analyst

Fidelity National Financial

Raleigh, NC • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 13 days ago

Fidelity National Financial rating

8.1

Company rating: 8.1 out of 10

Based on 52 frontline employees who took The Breakroom Quiz

158th of 315 rated insurance

Job description

SoftPro is the nation's leading provider of real estate closing and title insurance software. A division of Fidelity National Financial (NYSE: FNF), SoftPro's technology solutions are used in thousands of law firms and title companies throughout the country and are an essential part of residential and commercial Real Estate transactions. SoftPro's Headquarters is in Raleigh, North Carolina.


SoftPro has received national recognition for our excellent customer service and products and we were recently recognized as a 2026 Best Places to Work by the Triangle Business Journal! SoftPro has won this prestigious award 14 times since 2012!


What are we looking for?


SoftPro is seeking a Real Estate Customer Solutions Analyst to join our talented and passionate Customer Solutions team. This position can be located in our Raleigh, NC office or as a remote employee. East Coast and Central candidate hours: 8:30am - 5:30pm local time. West Coast and Mountain candidate hours: 10am - 7pm PT and 6am - 3pm PT (every other month).

What will I do as a Customer Solutions Analyst at SoftPro?

  • In this position, you will resolve Real Estate industry application issues for all SoftPro applications, primarily SoftPro Select, and accompany services/utilities. Additionally, you will:

  • Assist SoftPro customers with various tasks, including but not limited to, CDF/file balancing, reconciliation of trust accounts, and other related pieces of the Real Estate closing process.

  • Accurately document all customer issues, and resolution steps, and gather feedback in support tracking software.

  • Providing a high level of customer service to each customer he/she works with at all times.

  • Ability to handle several priorities and manage knowledge of multiple products and their features.

  • Additional duties as assigned.

What will I need to be successful as a Customer Solutions Analyst at SoftPro?

  • Experience with the Real Estate Closing and Title Insurance procedures

  • Experience with West Coast Escrow & Closing process experience is a plus.

  • The ideal candidate will have a great attitude and feel comfortable working in a high-paced team environment, and have great problem solving/troubleshooting skills.

  • Quick learner, eager to learn new technologies that provide solutions for the Real Estate closing and title industry.

  • Excellent communication, organization, and interpersonal skills.

  • Strong Problem Solving, troubleshooting, analysis, and testing skills.

  • Must be familiar/comfortable with working in the Microsoft Windows operating system and applications.

  • Proficient in typing and math a must!

  • 2 years of previous Customer Service experience

  • Prior experience with SoftPro is a plus!

COMPENSATION & BENEFITS

FNF, its affiliates, and subsidiaries carefully considers multiple factors to determine compensation, including a candidate's education, training, specialty, experience, and work location. The base salary (exempt) or hourly rate (non-exempt) is just one component of the total rewards package offered to our employees, including potential bonus or commission eligibility, insurance (medical/dental/vision/life/disability), matching 401(k) plan and matching employee stock purchase plan.

JOIN US AND LIVE OUR CORE VALUES

Deliver AMAZING Customer Service, Be an AWESOME Teammate, Adopt a Sense of Urgency, Innovate to be Efficient, Produce Quality Work, Take Initiative, Go the Extra Mile.

EQUAL OPPORTUNITY POLICY


FNF, its affiliates and subsidiaries, is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, disability, protected veteran status, national origin, sexual orientation, gender identity or expression (including transgender status), genetic information or any other characteristic protected by applicable law.

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