Target Class Start Date: September 21, 2026
Are you customer-focused and striving to deliver experiences that foster customer loyalty? Then this might be the right role and opportunity for you! Apply now to be considered for the upcoming class that includes immersive paid training during onboarding!
**Associates in this role can work in Smithfield, RI or in Westlake, TX.
The Role
The Operations & Services Group (OSG) Client Services division is seeking entry-level, driven and knowledgeable associates! As a Representative for Client Services, you will be directly involved in navigating transaction processing and carrying out our already-established record-keeping business practices, provides best in class service to financial advisors and other institutional clients by executing client requests and acting as a client advocate throughout the Fidelity organization through telephone within contact center. You ensure customer satisfaction by delivering extraordinary service, handling standard and complex interactions, and processing client inquiries received by phone or in writing.
We are customer-obsessed and strive to deliver experiences that foster customer loyalty through consistent, high-quality service, delivered by associates who can effectively transform knowledge to performance, complexity to simplicity, and customer service into relationships.
The Expertise/Skills You Bring
2+ years of relevant experience in either call/contact center customer service and/or financial services operations
Excellent, proactive customer or client servicing skills, highly preferred
Experience working in a very dynamic environment managing competing priorities
Effective time management skills to meet deadlines
Self-motivated and has the desire to proactively take on additional responsibilities
Highly attentive to detail and organized, in order to execute on responsibilities efficiently
You are punctual, and demonstrate a strong dedication to attendance
You have a drive for learning all facets of the OSG Client Services business, including its' teams, systems, and processes
You have phenomenal communication, influencing and problem-solving skills
Working experience multi-tasking and working in a fast-paced environment to meet processing time frames or deadlines
You have the desire to identify areas of improvement and be a part of developing the plan to implement change
You are customer-obsessed and strive to deliver exceptional experiences that foster customer loyalty
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
We provide superior customer service to Fidelity’s Institutional businesses through innovation, dedication, and commitment to excellence. This division is responsible for servicing our customers via inbound phones interactions, transaction processing and record-keeping for the transfer agent, Fidelity Investments Institutional Operations Company, Inc., as well as intermediary support and relationship management for Fidelity Institutional Asset Management (FIAM).
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.
Skills Required
- 2+ years of relevant experience in call/contact center customer service and/or financial services operations
- Excellent, proactive customer or client servicing skills
- Experience working in a dynamic environment managing competing priorities
- Effective time management skills to meet deadlines
- Self-motivated with desire to proactively take on additional responsibilities
- High attention to detail and strong organizational skills
- Punctual with strong dedication to attendance
- Drive to learn all facets of the OSG Client Services business, including teams, systems, and processes
- Strong communication, influencing, and problem-solving skills
- Experience multitasking in a fast-paced environment to meet processing timeframes
- Desire to identify areas of improvement and participate in implementing change
- Customer-obsessed with focus on delivering exceptional experiences
Fidelity Investments Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fidelity Investments and has not been reviewed or approved by Fidelity Investments.
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Strong & Reliable Incentives — Bonuses, commissions, and profit-sharing are presented as generous and meaningful components of total compensation, with certain roles achieving high total earnings through multiple pay streams. Variable pay is consistently framed as a positive contributor beyond base salary.
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Retirement Support — A 401(k) match up to 7% alongside additional profit-sharing up to 10% materially enhances long-term compensation. These retirement features are highlighted as standout strengths of the overall package.
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Parental & Family Support — Generous paid parental leave (16 weeks maternity, 12 weeks parental), backup dependent care, and adoption assistance provide robust family support. Hybrid work and caregiving resources further ease family responsibilities.
Fidelity Investments Insights
What We Do
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.
