Financial Client Associate
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 Financial Client Associate is an onsite role based in Salt Lake City, UT. This position is with Fidelity Investments, a company committed to helping customers achieve their financial dreams. The role involves assisting customers with a broad range of needs, including answering questions about 401k accounts, withdrawals, and loans. The associate provides education and resources to help customers make confident financial decisions.
What you'll do
- Assist customers with 401k account needs, provide education, navigate systems, and maintain professional communication.
What we're looking for
- Skills & competencies
- full-timeday shiftsalt lake city utfinancial servicesfidelity investmentsonsiteno on-callweekend requiredcustomer servicefinance
- Work arrangement
- Weekend coverage required
Benefits & perks
- Comprehensive benefit programs
Why this role
Springboard to a career in financial services; no finance background required.
About the employer
Fidelity Investments is hiring for this role. Industry: Office Administrative Services. Sector: 56.
Additional details
- Industry sector
- 56
- Industry
- Office Administrative Services
- Occupation code
- 43-4051.00
You'll be redirected to the employer's application page.
Listing ID: a8d73a2b-eb4f-47d7-9d91-ea53f1222ad0