Customer Relationship Advocate (Career Development)
Employment type
Full-time
Work setting
On-site
Location
Salt Lake City, UT
Schedule
Day shift
Posted
You'll be redirected to the employer's application page.
Job overview
The Customer Relationship Advocate (Career Development) role is an onsite position based in Salt Lake City, UT, with compensation not specified. This role supports the Fidelity Investments team, focusing on early career growth and financial services training. The role exists to provide outstanding customer service while answering inbound calls and supporting valued clients. The advocate contributes to the team by developing skills in trade requests, money movement, and online support while working toward professional licensing.
What you'll do
- Answer inbound calls, support client needs, study for FINRA licenses, develop customer service skills, and participate in job shadowing.
What we're looking for
- Skills & competencies
- full-timeday shiftsalt lake city utcustomer servicefinancialentry levellicensingfidelityonsitecareer development
- Work arrangement
- Weekend coverage required
Benefits & perks
- Parental leave, student loan assistance, 401(k) match, health/dental/vision insurance.
Why this role
Sponsored FINRA licensing (SIE, Series 7, 63), career development milestones, onsite model.
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: 686ece3d-a317-46b9-a4e8-563d9ef65740