Fidelity Investments · 10 hours ago
Financial Customer Associate - Salt Lake City
Salt Lake City, UT
Full-time
Hybrid
Entry Level
1+ years expFidelity Investments is seeking Financial Customer Associates (FCA) in their Salt Lake City location. This role focuses on providing exceptional customer service to help clients manage their financial needs, particularly related to 401k accounts, while also offering opportunities for personal and professional development.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
No H1B
Responsibilities
Help customers feel more confident, make clearer decisions, and achieve their own financial dreams
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
Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate
Continue taking customer calls to develop and hone your skills
Participate in team activities, get well-being support, and career coaching
Qualification
Required
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
Benefits
Rewards & Recognition: Your achievements will be celebrated as you progress through the program.
Our benefit programs are crafted to help you and your loved ones strike the perfect balance.
Company
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
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