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Fidelity Financial Customer Associate Jobs in Springfield, OH

Premier Health

PATIENT ACCTS ASSOC

Moraine, OH · On-site

Fidelity Health Building Under the supervision of Patient Financial Services Supervisor, this ... This position will hold quality customer satisfaction as a top priority. Responsible for ensuring ...

Premier Health

PATIENT ACCTS ASSOC

Moraine, OH · On-site

Fidelity Health Building Under the supervision of Patient Financial Services Supervisor, this ... This position will hold quality customer satisfaction as a top priority. Responsible for ensuring ...

Premier Health

PATIENT ACCTS ASSOC

Moraine, OH

Fidelity Health Building Under the supervision of Patient Financial Services Supervisor, this ... This position will hold quality customer satisfaction as a top priority. Responsible for ensuring ...

Premier Health

PATIENT ACCTS ASSOC

Moraine, OH · On-site

Fidelity Health Building Under the supervision of Patient Financial Services Supervisor, this ... This position will hold quality customer satisfaction as a top priority. Responsible for ensuring ...

Wawa, Inc.

Customer Service Associate

Huber Heights, OH · On-site

$15 - $18.75/hr

As a Customer Service Associate (CSA), you are the friendly face that puts the wow in Wawa by ... financially, physically, and emotionally. At Wawa, extensive benefits are available to Wawa ...

Wawa

Customer Service Associate

Dayton, OH · On-site

$15 - $18.75/hr

Store 7200 - Huber Heights, OH 45424 Part time JR115800 As a Customer Service Associate (CSA), you ... financially, physically, and emotionally. At Wawa, extensive benefits are available to Wawa ...

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All JobsFidelity Financial Customer Associate JobsFidelity Financial Customer Associate Jobs in Springfield, OH

Fidelity Financial Customer Associate information

See Springfield, OH salary details

$16.7K

$45.9K

$68K

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

As of Sep 6, 2026, the average yearly pay for fidelity financial customer associate in Springfield, OH is $45,906.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,000.00 and $55,800.00 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 job categories do people searching Fidelity Financial Customer Associate jobs in Springfield, OH look for?

The top searched job categories for Fidelity Financial Customer Associate jobs in Springfield, OH are:

What cities near Springfield, OH are hiring for Fidelity Financial Customer Associate jobs?

Cities near Springfield, OH 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 Springfield, OH as of August 2026, with employment types broken down into 79% Full Time, 19% Part Time, and 2% Contract. Highlights an 85% Physical, 1% Hybrid, and 14% Remote job distribution, with an average salary of $45,906 per year, or $22.1 per hour.

Outside Sales Representative

American Fidelity

Dayton, OH • On-site

$87K - $119K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 14 days ago

Job description

Our salaried, career Account Managers are responsible for selling worksite insurance products and services in a defined sales territory with an existing customer base. You will build strong, long-term relationships with businesses and develop specific, needs-based recommendations for their employees, highlighting the benefits of American Fidelity's insurance portfolio.
We Offer
  • Company car with gas card
  • Paid travel expenses (company credit card) base salary + uncapped commission + additional bonus potential International Sales Award Trips
  • First year income potential between $87,000 to $119,000
  • Consistent six figure income opportunity within 3-5 years
  • 401k with company match
  • Defined territory
  • Multiple sales career path options
  • Consistent, standardized training designed for new Account Managers
  • Comprehensive benefit package including multiple medical, dental, vision and supplemental insurance plans.

Primary Responsibilities
  • Focus on growing and maintaining existing Business to Business accounts by one-on-one sales of worksite insurance products and services to the community
  • Consult with current customers to provide value and meet financial needs
  • Build strong relationships with customers and association executives
  • Develop customized needs-based employee benefit packages through annual benefit enrollments and group presentations.
  • New account development opportunities

Company Perks:
  • National Presence - American Fidelity conducts business within 49 states, employing salaried, career Account Representatives located across the country.
  • Extended Training Program - Account Representatives participate in a structured, comprehensive training program including on-the-job training within your territory, Product and Sales Schools and online training.
  • Tenure - More than Double the Nation Average with 30% of our salaried career Account Representatives have been with American Fidelity for 10 years or more.
  • Defined Territory - Each Account Representative is assigned a territory to manage and develop new accounts.

Company Overview:
  • Founded in 1960, American Fidelity Assurance Company has grown to become one of the largest, private, family-owned life insurance companies in the United States. Focused on our core business, including disability income insurance, life insurance, and supplemental health insurance, American Fidelity has seen rapid and continuous growth. For more information on our company, visit www.americanfidelity.com.

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 success. This means cultivating a workforce with wide perspectives and creating opportunities for engagement, learning and listening.
If you'd like more information about American Fidelity's privacy practices, please visit americanfidelity.com/privacy".
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