Fidelity Investments

Compensation

Full Description

Job Title: Financial Customer Associate - Salt Lake City Company Overview: Fidelity Investments is a leading financial services corporation dedicated to helping clients achieve their financial goals through innovative solutions and personalized service. With a strong commitment to integrity and excellence, Fidelity fosters a collaborative and inclusive work environment where employees can grow and make a meaningful impact. Role Overview: As a Financial Customer Associate, you will play a vital role in delivering exceptional customer service by assisting clients with their financial inquiries and transactions. This position is designed for individuals who are passionate about making a positive difference and providing knowledgeable support in a fast-paced environment. What You'll Do: - You will respond promptly and professionally to customer inquiries via phone, email, or chat. - You will assist clients with account management, including transactions, updates, and problem resolution. - You will educate customers on Fidelity’s products and services to help them make informed financial decisions. - You will identify opportunities to enhance customer satisfaction and promote Fidelity’s offerings. - You will maintain accurate records of customer interactions and transactions. - You will collaborate with team members and other departments to resolve complex issues. - You will adhere to compliance and regulatory requirements in all customer interactions. - You will participate in ongoing training to stay current with financial products and industry trends. What You Bring: - You bring at least 1-2 years of experience in customer service, preferably in financial services. - You have strong communication skills, both verbal and written, with a customer-focused approach. - You possess basic knowledge of financial products and services or a willingness to learn quickly. - You demonstrate problem-solving skills and the ability to handle challenging situations with professionalism. - You are detail-oriented and capable of managing multiple tasks efficiently. - You are comfortable using computer systems and technology to assist customers. Bonus Points If You Have: - Experience working in a financial institution or call center environment. - Familiarity with investment products, retirement accounts, or banking services. - Proficiency in additional languages to support diverse customer needs. - Certification or coursework related to finance or customer service. What We Offer: - We offer competitive salary and comprehensive benefits including health, dental, and vision insurance. - We offer opportunities for professional development and career advancement. - We offer a supportive and inclusive workplace culture that values diversity. - We offer flexible scheduling options to support work-life balance. - We offer employee wellness programs and resources. Ready to Apply? To join our team as a Financial Customer Associate in Salt Lake City, please submit your resume and cover letter through our careers portal at Fidelity Investments. We look forward to helping you grow your career with us.