Financial Customer Advocate - Onsite Hybrid Role

Fidelity Investments Inc.; Salt Lake City (UT); On-site; USD 40,000 - 54,000; Full time

Benefits offered by this job

Onsite working model

Training cohort (first 14 weeks)

Career coaching

Well-being support

Job summary

Fidelity Investments is hiring a Financial Customer Associate for our Salt Lake City site in a full-time onsite capacity. You will help customers navigate 401k accounts, withdrawals, loans, and account maintenance while delivering education and resources to empower financial decisions.

This role emphasizes customer service excellence, flexible work arrangements as Fidelity transitions to onsite, and opportunities for mentorship, coaching, and career growth within a supportive team environment.

Qualifications

• Minimum 1 year of customer service experience.
• High School diploma or GED required.
• Ability to establish rapport and communicate effectively with diverse customers.

Responsibilities

• Handle a broad range of customer inquiries about 401k accounts and related services.
• Assist customers with withdrawals, loans, and account maintenance.
• Provide education and resources to help customers make informed decisions.
• Participate in training cohorts and ongoing team activities.

Skills

Rapport building

Active listening

Adaptability

Tech troubleshooting

Communication across channels

Customer service experience

Team collaboration

Education

High School diploma or GED

Job description

Fidelity Investments is hiring a Financial Customer Associate for our Salt Lake City site in a full-time onsite capacity. You will help customers navigate 401k accounts, withdrawals, loans, and account maintenance while delivering education and resources to empower financial decisions.

This role emphasizes customer service excellence, flexible work arrangements as Fidelity transitions to onsite, and opportunities for mentorship, coaching, and career growth within a supportive team environment.