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Fidelity Financial Customer Associate Jobs in Springfield, OH

Associate's Degree required ; Bachelor's preferred but not necessary. * 3-8 years of experience in ... or customer-facing roles. * Excellent written and verbal communication skills. * Strong ...

The Rehab Associate is responsible for financial counseling, informing patients on co-pays and ... The Rehab Associate must demonstrate Customer Focus with Patience , Composure , and Compassion

PRN - as needed, 8 Hour Shifts The Rehab Associate is responsible for financial counseling ... The Rehab Associate must demonstrate Customer Focus with Patience, Composure, and Compassion. The ...

PRN - as needed, 8 Hour Shifts The Rehab Associate is responsible for financial counseling ... The Rehab Associate must demonstrate Customer Focus with Patience, Composure, and Compassion. The ...

PRN - as needed, 8 Hour Shifts The Rehab Associate is responsible for financial counseling ... The Rehab Associate must demonstrate Customer Focus with Patience, Composure, and Compassion. The ...

... financial counseling, informing patients on co-pays and deductibles, and/or providing financial ... The Rehab Associate must demonstrate Customer Focus with Patience, Composure, and Compassion. The ...

PRN - as needed, 8 Hour Shifts The Rehab Associate is responsible for financial counseling ... The Rehab Associate must demonstrate Customer Focus with Patience, Composure, and Compassion. The ...

... financial/ treatments consents, placing of ordered PT/OT/ SP, obtaining and tracking pre ... The Rehab Associate must demonstrate Customer Focus with Patience , Composure , and Compassion

... financial/ treatments consents, placing of ordered PT/OT/ SP, obtaining and tracking pre ... The Rehab Associate must demonstrate Customer Focus with Patience, Composure, and Compassion. The ...

... financial/ treatments consents, placing of ordered PT/OT/ SP, obtaining and tracking pre ... The Rehab Associate must demonstrate Customer Focus with Patience, Composure, and Compassion. The ...

... financial/ treatments consents, placing of ordered PT/OT/ SP, obtaining and tracking pre ... The Rehab Associate must demonstrate Customer Focus with Patience, Composure, and Compassion. The ...

... financial/ treatments consents, placing of ordered PT/OT/ SP, obtaining and tracking pre ... The Rehab Associate must demonstrate Customer Focus with Patience , Composure , and Compassion

Sales Associate

Marysville, OH · On-site

$12.75 - $17.50/hr

As a Sales Associate , you beam with pride as you interact with customers and offer a unique ... Partner all of this with your drive for financial success and desire for long term career growth ...

Sales Associate

Marysville, OH · On-site

$12.75 - $17.50/hr

As a Sales Associate , you beam with pride as you interact with customers and offer a unique ... Partner all of this with your drive for financial success and desire for long term career growth ...

Sales Associate

Marysville, OH · On-site

$12.75 - $17.50/hr

As a Sales Associate , you beam with pride as you interact with customers and offer a unique ... Partner all of this with your drive for financial success and desire for long term career growth ...

T/Th: 9:30am - 6:15pm Position Summary The Rehab Associate is responsible for financial counseling ... The Rehab Associate must demonstrate Customer Focus with Patience, Composure, and Compassion. Must ...

T/Th: 9:30am - 6:15pm Position Summary The Rehab Associate is responsible for financial counseling ... The Rehab Associate must demonstrate Customer Focus with Patience, Composure, and Compassion. Must ...

Showing results 41-60

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:

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 SPECIALIST - DIRECT HIRE AUTHORITY

US Department of the Air Force

Wright-patterson Air Force Base, OH • On-site

$76K/yr

Part-time

Re-posted 11 days ago


Job description

Click on "Learn more about this agency" button below to view Eligibilities being considered and other IMPORTANT information.
The primary purpose of this position is to deliver and support Agile War-Winning Capabilities in AFMC by providing financial management services to all
personnel, programs, support missions, associates, and external customers. Services include financial management advisory services, financial services, budget operations, cost analysis, and resource management systems.Qualifications:Experience requirements described in the Office of Personnel Management (OPM) Qualification Standards for General Schedule Positions, DoD Instruction (DoDI) 5000.66, Defense Acquisition Workforce Education, Training, Experience, and Career Development.
SPECIALIZED EXPERIENCE: Applicants must have at least 1 year (52 weeks) of specialized experience at the next lower broadband NH-02, equivalent to the next lower grade GS-11 or equivalent in other pay systems. Specialized experience is described as: comprehensive knowledge of federal budget processes, including OMB and Congressional procedures, and demonstrated skill in analyzing the effects of budgetary actions; skill in providing technical financial assistance and expert advisory support throughout the integrated planning, programming, budgeting, execution, and closeout lifecycle; experience evaluating pending Congressional, OMB, DoD, USAF, and Comptroller General decisions to recommend strategic courses of action; experience conducting workload-based financial and cost reviews to determine organizational resource and funding requirements; and experience conducting special studies, developing and recommending procedural changes to streamline financial management, and using computerized budget systems effectively.
NOTE: Due to the use of 120-day rosters, this period of experience may be completed within 120 days of the closing date of this announcement.
KNOWLEDGE, SKILLS AND ABILITIES (KSAs): Your qualifications will be evaluated on the basis of your level of knowledge, skills, abilities and/or competencies in the following areas:
1. Knowledge of structure, programs and work methods of organization(s) for budgeting work.
2. Knowledge of the commonly used agency budget procedures, regulations, precedents, policies, and guides.
3. Comprehensive knowledge of OMB, Congressional, and agency financial management and program objectives, budget precedents and controls guidelines, and regulations.
4. Knowledge of Congressional, agency, and OMB budget processes, procedures, and requirements to include briefing formats and requirements.
5. Knowledge of budgeting regulations and procedures for providing procedural guidance on budget administration.
6. Knowledge of computerized budget system(s).
7. Skill in projecting and analyzing the potential effects of budgetary actions on national economic, social, and/or political objectives.
8. Skill in the analysis and resolution of complex problems.
9. Ability to communicate clearly and effectively, both orally and in writing.
10. Ability to select and apply a variety of analytical methods and techniques to budgetary processes and special studies.
11. Ability to develop new methods and techniques of budgeting applicable to the forecasting of long range funding needs.
12. Ability to gather, assemble, and analyze data to prepare financial cost estimates, develop alternatives and finding requirements, and make recommendations to resolve financial/funding problems.
PART-TIME OR UNPAID EXPERIENCE: Credit will be given for appropriate unpaid and or part-time work. You must clearly identify the duties and responsibilities in each position held and the total number of hours per week.
VOLUNTEER WORK EXPERIENCE: Refers to paid and unpaid experience, including volunteer work done through National Service Programs (i.e., Peace Corps, AmeriCorps) and other organizations (e.g., professional; philanthropic; religious; spiritual; community; student and social). Volunteer work helps build critical competencies, knowledge and skills that can provide valuable training and experience that translates directly to paid employment.You will receive credit for all qualifying experience, including volunteer experience.Education:Employment Type: OTHER