Financial Customer Associate - Salt Lake City

Are you ready to launch a career where your passion for helping others meets the world of high-stakes finance? As a Financial Customer Associate at Fidelity Investments in Salt Lake City, you will be the heartbeat of our client experience, acting as a trusted guide for individuals navigating their financial futures. This is an incredible opportunity for graduates and early-career professionals to build a foundation in the financial services industry, gain hands-on experience in a collaborative environment, and develop professional skills that will serve as a springboard for your long-term growth within our firm.

In this role, you will be more than just a voice on the phone; you will be a problem-solver who turns complex financial inquiries into clear, actionable solutions. We believe in the power of in-person collaboration to foster mentorship and professional development, which is why you will join our dynamic Salt Lake City team on a hybrid-onsite schedule. If you are a customer-centric communicator who thrives on building relationships and wants to join a company that values integrity, innovation, and your personal career trajectory, we invite you to apply and help us make a lasting impact on our clients’ lives every single day.

Requirements

• Excellent verbal and written communication skills.
• Empathy and patience when dealing with complex customer inquiries.
• Ability to handle high-pressure situations with a professional attitude.
• Strong problem-solving skills and ability to think on your feet.
• Proficiency in CRM software and helpdesk tools (Zendesk, Salesforce).
• Previous experience in a customer-facing role is highly desirable.