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 individuals and institutions achieve their financial goals. With a strong commitment to innovation and customer satisfaction, Fidelity offers a wide range of investment solutions and services to clients worldwide. Role Overview: As a Financial Customer Associate at our Salt Lake City location, you will play a vital role in delivering exceptional customer service and financial guidance. This position is designed for individuals who are passionate about making a positive impact on clients' financial lives through expert support and personalized solutions. What You'll Do: - You will assist customers with their financial inquiries and provide accurate information about Fidelity’s products and services. - You will resolve client issues efficiently while maintaining a high level of professionalism and empathy. - You will educate clients on investment options and help them navigate their accounts. - You will process transactions and ensure compliance with company policies and regulatory requirements. - You will collaborate with team members to improve service delivery and customer satisfaction. - You will maintain detailed records of customer interactions and transactions. - You will stay updated on industry trends and Fidelity’s offerings to provide informed advice. What You Bring: - You bring at least 1-2 years of experience in customer service or financial services. - You have strong communication skills, both verbal and written, with the ability to explain complex information clearly. - You possess problem-solving skills and the ability to handle challenging situations with patience. - You are proficient with computer systems and financial software. - You have a high school diploma or equivalent; additional education in finance or related fields is a plus. Bonus Points If You Have: - Experience working in a financial institution or call center environment. - Knowledge of investment products and financial planning concepts. - Certification such as Series 6 or Series 7 licenses. - Bilingual abilities to support diverse client needs. What We Offer: - We offer comprehensive health, dental, and vision insurance plans. - We offer a 401(k) retirement savings plan with company match. - We offer paid time off and flexible scheduling options. - We offer opportunities for professional development and career advancement. - We offer a supportive and inclusive workplace culture. Ready to Apply? To join our team as a Financial Customer Associate, please submit your resume and cover letter through our careers portal on the Fidelity Investments website. We look forward to hearing from you!