Financial Customer Associate - Salt Lake City
Employment type
Full-time
Work setting
On-site
Location
West Jordan, UT
Schedule
Day shift
Posted
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Job overview
The Financial Customer Associate is an onsite role based in West Jordan, UT. Compensation is not specified in the posting, and this position supports the customer service team at Fidelity Investments. This role exists to help customers feel more confident, make clearer decisions, and achieve their financial dreams by assisting with 401k account needs, withdrawals, and education.
What you'll do
- Answer customer calls regarding 401k accounts
- assist with withdrawals and loans
- provide account maintenance
- offer education and resources
- participate in team activities and career coaching.
What we're looking for
- Skills & competencies
- full-timeday shiftwest jordan utfidelity investmentscustomer servicefinance401kphone supportno degree requiredonsite
- Work arrangement
- Weekend coverage required
Benefits & perks
- Comprehensive benefit programs designed to help employees and their families strike a balance.
Why this role
Training cohort provided; no finance background required; career advancement opportunities.
About the employer
Fidelity Investments is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Portfolio Management and Investment Advice
- Occupation code
- 43-4051.00
You'll be redirected to the employer's application page.
Listing ID: 4b95060e-fb61-4fd2-bc56-5281028b28f0