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Financial Customer Associate Jobs in Texas (NOW HIRING)

Wells Fargo

Client Associate

Dallas, TX · On-site

Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells ... support experience in financial services * Experience interacting directly with customers

Bank of America

$55 - $95/hr

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Customer and Client Focus * Issue Management * Oral Communications * Business Development * Client ...

UBS

Client Associate

Houston, TX · On-site

As a Client Associate, you'll be an integral part of our team, participating fully in the decision ... personal financial landscape. If you thrive in a collaborative environment and are eager to ...

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All JobsFinancial Customer Associate JobsFinancial Customer Associate Jobs in Texas

Financial Customer Associate information

See Texas salary details

$17.2K

$47.5K

$70.3K

How much do financial customer associate jobs pay per year?

As of Sep 6, 2026, the average yearly pay for financial customer associate in Texas is $47,481.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,300.00 and $57,800.00 per year, depending on experience, location, and employer.

What does a financial customer associate do?

A Financial Customer Associate assists clients with their financial accounts, answering questions and resolving issues related to investments, banking, or retirement products. They often provide information about account balances, transactions, and company policies, as well as guide customers through various financial processes. This role usually involves communicating with clients over the phone, via email, or through online chat, ensuring a positive customer experience. Strong communication, problem-solving, and organizational skills are essential for success in this position.

What skills and qualifications are needed to be a financial customer associate?

To thrive as a Financial Customer Associate, you need a solid understanding of financial products, customer service principles, and typically at least a high school diploma or equivalent. Familiarity with customer relationship management (CRM) software, financial account systems, and sometimes FINRA Series 6 or 7 certifications is advantageous. Strong communication, problem-solving, and active listening skills set top performers apart in handling client inquiries and concerns. These skills are crucial for ensuring client satisfaction, maintaining compliance, and building trust in financial services.

What does a typical day look like for a financial customer associate, and how do they interact with other teams?

A typical day for a Financial Customer Associate involves responding to customer inquiries about financial products, resolving account issues, and guiding clients through transactions or processes. Associates often work in a fast-paced call center or office environment, utilizing phone and online communication tools. Collaboration with other departments, such as compliance, operations, and financial advisors, is common to ensure accurate and timely service. This teamwork not only helps resolve complex customer issues but also provides Associates with valuable exposure to different aspects of the financial industry.

What cities in Texas are hiring for Financial Customer Associate jobs?

Cities in Texas with the most Financial Customer Associate job openings:

Financial Customer Associate jobs near you
Infographic showing various Financial Customer Associate job openings in Texas as of August 2026, with employment types broken down into 82% Full Time, 16% Part Time, and 2% Contract. Highlights an 86% Physical, 1% Hybrid, and 13% Remote job distribution, with an average salary of $47,481 per year, or $22.8 per hour.

Financial Customer Associate - Westlake

Fidelity Investments

Westlake, TX • On-site

$14 - $19.25/hr

Full-time

Retirement

Re-posted 18 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 154 rated financial services

Job description


Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, this role is required to be onsite for one week (M-F, all 5 days) out of every four weeks. Onsite expectations are likely to evolve as the rollout continues.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
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 Westlake 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.
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 Expertise and 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

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 CST and post training must be able to work an 8hr shift between the hours of 7:30am - 11:00pm CST
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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