Top 34 Finance associate Jobs in Covington, Ky

Financial Customer Associate - Covington
Fidelity Investments —Covington, KY
- 8 hour shift
- Office
- High school diploma or GED
- 1 year
- 401(k)
Finance Associate
Miami Township - Clermont County —Milford, OH
- $33 - $36 an hour
- Full-time
- Mid-level
- Office
- Organizational skills
Quick Apply
Planning and Advice Associate - Covington, KY
Fidelity Investments —Covington, KY
- Full-time
- Mid-level
- Office
- In-person
Equity Research Associate
Johnson Investment Counsel —Cincinnati, OH
- Office
- Finance
- Analysis skills
Trust Associate
Johnson Investment Counsel —Kenwood, OH
- Microsoft Outlook
- Computer literacy
- Bachelor of Science
Relationship Executive - Associate
Worldpay, LLC —Cincinnati, OH
- $91,300 - $134,500 a year
- Full-time
- Pass drug screening
- Mid-level
- Travel
Quick Apply
Associate Wealth Advisor (AWA)
Mariner Wealth Advisors —Cincinnati, OH
- $75,000 - $100,000 a year
- Full-time
- Research
- Mid-level
- Office
10d
2027 | Americas | Cincinnati | Wealth Management, Private Wealth Management | New Associate
Goldman Sachs —Cincinnati, OH
- Full-time
- Mid-level
- 2 years
2d
Wealth Management Trust Associate
U.S. Bank National Association —Cincinnati, OH
- $21.97 - $32.21 an hour
- Full-time
- Microsoft Excel
- 5 years
- Office
- Paid holidays
- Disability insurance
Part Time (20 Hours) Associate Banker, Kenwood Branch, Cincinnati, OH
JPMorganChase —Cincinnati, OH
- Part-time
- High school diploma or GED
- Leadership
- Entry level
- Health insurance
- Tuition reimbursement
4d
Personal Banker Associate I - Edgewood Financial Center
Fifth Third Bank —Edgewood, KY
- Full-time
- Office
- Math
- Travel
Registered Private Wealth Client Associate
Bank of America —Cincinnati, OH
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Float Personal Banker Associate I - Cincinnati West
Fifth Third Bank —Cincinnati, OH
- Full-time
- Office
- High school diploma or GED
- Math
Part Time (20 Hours) Associate Banker, Evendale Branch, Evendale, OH
JPMorganChase —Evendale, OH
- Part-time
- High school diploma or GED
- Leadership
- Entry level
- Health insurance
- Tuition reimbursement
8d
Personal Banker Associate II - Lawrenceburg Financial Center (IN)
Fifth Third Bank —Lawrenceburg, IN
- Full-time
- Mid-level
- Office
- Math
Personal Banker Associate I - Blue Ash
Fifth Third Bank —Blue Ash, OH
- Full-time
- Office
- Math
- Travel
Associate Underwriter - AgriBusiness
Great American Insurance Company —Cincinnati, OH
- Full-time
- Research
- Mid-level
- Office
- Commuter assistance
- Employee stock purchase plan
Quick Apply
Personal Banker Associate I - Loveland FC
Fifth Third Bank —Loveland, OH
- Full-time
- Office
- Math
- Travel
CoVentures Deal Associate - Innovation_Delivery_Transformation
Deloitte —Cincinnati, OH
- $134,500 - $265,100 a year
- Full-time
- Mid-level
- Finance
- Travel
10d
Senior Associate - Wealth Planning Specialist
ASPIRIANT LLC —Cincinnati, OH
- $85,000 - $110,000 a year
- Full-time
- Hybrid work
- Office
- 3 years
- Finance
- Health insurance
- 401(k) matching
Quick Apply

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Financial Customer Associate - Covington

Fidelity Investments -
Covington, KY

Apply Now

Job Details

Full-time

Benefits

401(k)

Qualifications

High school diploma or GED
Customer engagement
Technical troubleshooting support
Technical Proficiency

Full Job Description

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 Covington 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 EST and post training must be able to work an 8hr shift between the hours of 8:30am – 8:30pm EST

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.

Apply Now

Refine Your Search

finance associate jobs in covington, ky

Financial Customer Associate - Covington

Finance Associate

Planning and Advice Associate - Covington, KY

Equity Research Associate

Trust Associate

Relationship Executive - Associate

Associate Wealth Advisor (AWA)

2027 | Americas | Cincinnati | Wealth Management, Private Wealth Management | New Associate

Wealth Management Trust Associate

Part Time (20 Hours) Associate Banker, Kenwood Branch, Cincinnati, OH

Personal Banker Associate I - Edgewood Financial Center

Registered Private Wealth Client Associate

Float Personal Banker Associate I - Cincinnati West

Part Time (20 Hours) Associate Banker, Evendale Branch, Evendale, OH

Personal Banker Associate II - Lawrenceburg Financial Center (IN)

Personal Banker Associate I - Blue Ash

Associate Underwriter - AgriBusiness

Personal Banker Associate I - Loveland FC

CoVentures Deal Associate - Innovation_Delivery_Transformation

Senior Associate - Wealth Planning Specialist

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