Customer Relationship Advocate (CRA) - Full-Time - Onsite
Employment type
Full-time
Work setting
On-site
Location
South Salt Lake, UT
Schedule
Day shift
Posted
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Job overview
The Customer Relationship Advocate (CRA) is an onsite role based in South Salt Lake, UT, supporting Fidelity Investments' client services department. Compensation is not specified for this position, which focuses on providing outstanding customer service and support to valued clients. This role exists to facilitate early career growth through a structured development program. The advocate will handle inbound calls, assist with trade requests and money movement, and complete professional licensing milestones to ensure high-quality client interactions.
What we're looking for
- Skills & competencies
- full-timeday shiftsouth salt lake utfidelity investmentscustomer serviceonsiteno on-callno travelno weekendsentry level
- Work arrangement
- Weekend coverage required
Benefits & perks
- Maternal and Parental Leave, Student Loan Assistance, 401(K) up to 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Charitable match, Concierge Services, and Wellness Program.
About the employer
Fidelity Investments is hiring for this role. Industry: Trust, Fiduciary, and Custody Activities. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Trust, Fiduciary, and Custody Activities
- Occupation code
- 43-4051.00
You'll be redirected to the employer's application page.
Listing ID: 61b3b3c0-43a6-4dbc-87cd-fc75917ff01d