ZipRecruiter

Log In

1

Fidelity Financial Customer Associate Jobs in Springfield, OH

The Well

Associate Wealth Advisor

Dayton, OH · On-site

$55K/yr

If you've got a foundation in financial services and you're hungry to grow into a full advisory ... Maintain accurate, timely documentation within CRM systems * Collaborate across operations, client ...

Honda Marysville

Finance Specialist

Marysville, OH · On-site

Our company's record of steady, significant growth provides our associates with tremendous ... customer's * Assist Sales Manager in selecting best qualifying financial institution * Act as a ...

HMAR Automotive LLC

Finance Specialist

Marysville, OH · On-site

Our company's record of steady, significant growth provides our associates with tremendous ... customer's * Assist Sales Manager in selecting best qualifying financial institution * Act as a ...

Honda Marysville

Finance Specialist

Marysville, OH · On-site

Our company's record of steady, significant growth provides our associates with tremendous ... customer's * Assist Sales Manager in selecting best qualifying financial institution * Act as a ...

Honda Marysville

Finance Specialist

Marysville, OH · On-site

Our company's record of steady, significant growth provides our associates with tremendous ... customer's * Assist Sales Manager in selecting best qualifying financial institution * Act as a ...

FedEx Office

Retail Customer Service Associate

Dayton, OH · On-site

$14.50 - $16/hr

This customer service focused team member is knowledgeable in all areas of the Store's business ... Processes financial transactions using a Point of Sale terminal (POS),including handling cash and ...

FedEx

Retail Customer Service Associate

Dayton, OH · On-site

$14.50 - $16/hr

This customer service focused team member is knowledgeable in all areas of the Store's business ... Processes financial transactions using a Point of Sale terminal (POS),including handling cash and ...

Logan A/C & Heat Services

Finance Specialist

Dayton, OH · On-site

$60K/hr

... and customer transactions are processed accurately while supporting the day-to-day financial ... Associate degree in Accounting, Finance, or equivalent combination of education and experience * 1 ...

Logan A/C & Heat Services

Finance Specialist

Dayton, OH · On-site

$60K/yr

... and customer transactions are processed accurately while supporting the day-to-day financial ... Associate degree in Accounting, Finance, or equivalent combination of education and experience * 1 ...

Logan AC and Heat Services

Finance Specialist

Dayton, OH · On-site

$60K/yr

... and customer transactions are processed accurately while supporting the day-to-day financial ... Associate degree in Accounting, Finance, or equivalent combination of education and experience * 1 ...

Phenom People

Customer Service Part Time

Dayton, OH · On-site

Retail Sales Associate Opportunity We are happy you have taken time out of your day to check out ... Access to comprehensive physical, mental, and financial benefits * * Opportunity to earn quarterly ...

Phenom People

Customer Service Part Time

Troy, OH · On-site

Retail Sales Associate Opportunity We are happy you have taken time out of your day to check out ... Access to comprehensive physical, mental, and financial benefits * * Opportunity to earn quarterly ...

previous pagenext page

Showing results 21-40

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.

Financial Associate (Business/ Cashier Office)- 20079089

Ohio Department of Taxation

Dayton, OH

Full-time

Posted 2 days ago

New

Job description

This is a reposting... If you applied previously, you must apply again to be considered.

What You'll Do: 

This position works under immediate supervision and requires some knowledge of accounting systems and procedures
Performs data entry chartfield coded Request to Purchases into OAKS
Processes vouchers in OAKS for EDI, payment card, capital payments and 5% of other assigned vouchers
Submits assigned invoices with attached supporting documentation to Ohio Shared Services (OSS) for processing the OAKS voucher (e.g., OAKS, Excel Spreadsheet, Word)
Prepares local funds for voucher payments
Validates all types of vouchers for management approval
Validations of invoices include but are not limited to: determines accuracy, remittances and validity of invoices, and prepares vouchers for invoice payments or disbursement of funds
Verifies mathematical accuracy, quantity of goods purchased and received, purchase price, applicable discounts, and freight charges
Reconciles discrepancies
Verifies appropriation sources
Matches invoices to delivery receipts and purchase orders
Places invoices in recaps, determining total amount of recap and voucher numbers
Verifies accuracy of money remitted
Forwards invoices to appropriate divisions prior to processing the voucher for approval
Obtain all types of receivers through electronic signature approval, email, signed invoices
Examines and verifies invoice calculations, delivery receipts and other supporting documentation
Utilizes resources to validate all types of invoices (e.g., retrieves data from OAKS FIN, CACTAS or other files and ledgers) information for financial reports
Prepares bi-weekly, monthly, quarterly and/or annual reports on accounts maintained
Posts, updates and balances ledgers and journals to include internal accounts for local funds, all types of purchase orders and encumbrance documents, transfers, cancellations, and vouchers payable
Posts receipts and balances accounts on daily/weekly/monthly basis
Reconciles internal accounts
Verifies management approval of the voucher through OAKS and/or local funds.
Performs variety of related clerical tasks (e.g., opens and sorts mail)
Composes and edits correspondence relative to assigned work
Maintains files
Operates equipment to generate typed reports and correspondence
Answers telephone inquiries
Greets customers
Responds to or refers complaints
Answers general inquiries within established guidelines)
Completes forms (e.g., purchase orders) and inventory levels and activity reports
Handles inventory control and asset depreciation.
Attends meetings and trainings
Assists other financial associates as directed by supervisor
Works on special projects and committees
Performs other duties as assigned.

Selection devises, proficiency testing and/or assessment may be used to determine if an applicant meets and is proficient I the minimum qualifications for this position.

18 mos. exp. or 18 mos. trg. in accounting &/or finance to include a basic level of experience in spreadsheet software. 
-Or completion of high school technical program in accounting; 6 mos. exp. or 6 mos. trg. in accounting or finance to include a basic level of experience in spreadsheet software.
-Or completion of associate core program in business administration, accounting, finance or related field.
-Or equivalent of Minimum Class Qualifications for Employment noted above.
Job Skills: Accounting and Finance, Payroll/Benefits Administration, Analyzation, Attention to Detail, Time Management, Teamwork, Customer Focus

Apply