Top 53 Finance associate Jobs in Draper Ut

Financial Customer Associate - Salt Lake City
Fidelity Investments —Salt Lake City, UT
- 8 hour shift
- High school diploma or GED
- 1 year
- Communication skills
- 401(k)
5d
Ultra High Net Worth Executive Financial Services Rule 10b5-1 Strategy Associate
Morgan Stanley —Sandy, UT
- Full-time
- Customer service
- Mid-level
- Office
Part Time (20 Hours) Associate Banker, Sandy Little Cottonwood Branch, Sandy, UT
JPMorganChase —Sandy, UT
- Part-time
- High school diploma or GED
- Leadership
- Entry level
- Health insurance
- Tuition reimbursement
9h
Associate, Project Finance
AES Corporation —Salt Lake City, UT
- $113,000 - $141,525 a year
- Full-time
- Microsoft Word
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
6d
Registered Client Service Associate - Ameriprise Financial Advisors - Midvale, UT
Ameriprise Financial —Midvale, UT
- Full-time
- Research
- Office
- 3 years
Planning and Advice Associate - Salt Lake City, Utah
Fidelity Investments —Salt Lake City, UT
- Full-time
- Mid-level
- Computer skills
- Communication skills
- Disability insurance
- Health insurance
BizOps Associate
Grüns —Salt Lake City, UT
- $120,000 - $135,000 a year
- Remote
- Bachelor of Science
- Mid-level
- SQL
- Paid time off
Quick Apply
Part Time (20 Hours) Associate Banker, Foothill Branch, Salt Lake City, UT
JPMorganChase —Salt Lake City, UT
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
6d
Wealth Management Associate
Equitable Advisors —Salt Lake City, UT
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Business Development Associate - Sandy, UT
Expansion Capital Group —Sandy, UT
- Weekends as needed
- Microsoft Outlook
- Marketing
- Office
6d
Valuation Associate
SCALAR —Draper, UT
- Office
- Finance
- Analysis skills
- Health insurance
- 401(k) matching
Fraud Alerting Associate
Morgan Stanley —South Jordan, UT
- Full-time
- English
- Mid-level
- Analysis skills
4d
Investment Analyst or Associate
Cross Creek —Salt Lake City, UT
- Full-time
- Mid-level
- Office
- Finance
Commercial Banking Relationship Manager Associate
U.S. Bank National Association —Salt Lake City, UT
- $98,175 - $127,050 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Disability insurance
14d
Part Time (30 Hours) Associate Banker, Kimball Junction Branch, Park City, UT
JPMorganChase —Park City, UT
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
6d
Risk, Credit Risk (Global Markets), Associate, Salt Lake City
Goldman Sachs —Salt Lake City, UT
- Mid-level
- Office
- Analysis skills
- Disability insurance
- Health insurance
Associate Underwriter
Burns & Wilcox —Salt Lake City, UT
- $60,000 - $80,000 a year
- Full-time
- Mid-level
- Office
- Business development
- Wellness program
- Paid holidays
Personal Banking - Associate Banker
NBH Bank —Orem, UT
- Overtime
- Bilingual
- Pass drug screening
- High school diploma or GED
- Paid time off
- Opportunities for advancement
Quick Apply
13d
Global Banking and Markets (Client Ops)- Salt Lake City- Snr Associate, Client Onboarding & Configuration - 9713864
Goldman Sachs —Salt Lake City, UT
- Mid-level
- Office
- Finance
- Disability insurance
- Health insurance
Treasury Management Associate
Bank of Utah —Orem, UT
- $65,000 - $70,000 a year
- Monday to Friday
- Mid-level
- Office
- Finance
- Paid parental leave
- Paid holidays
Quick Apply

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finance associate jobs near draper ut

Financial Customer Associate - Salt Lake City

Fidelity Investments -
Salt Lake City, UT

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Job Details

Full-time
5 days ago

Benefits

401(k)

Qualifications

High school diploma or GED
Customer engagement
Technical Proficiency

Full Job Description

Job Description:

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, this role is required to be onsite every other week (M-F, all 5 days). Onsite expectations are likely to evolve as the rollout continues.

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

Do you genuinely enjoy making a difference in the lives of others? If you answered “yes” and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Salt Lake City site.

In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role.

As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.

Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans.
In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching.
Rewards & Recognition: Your achievements will be celebrated as you progress through the program.
This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role.

The Expertise and Skills you Bring

Ability to establish rapport and relationships through effective communication
Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers.
Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.)
Proficiency in navigating and troubleshooting basic technology issues or systems.
Handle a variety of situations and conversations driving towards a resolution suitable for all
Self-motivated teammate with strong social skills who brings energy and passion to the team
Minimum 1 year of customer service experience
High School diploma or GED required

The Value you Deliver

A passion for helping people
Desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making
Provide outstanding customer service and communication via voice or digital channels

Our Investments in You

Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Click here to learn about a few featured benefits (not all benefits are listed)

Shifts and Hours: Monday – Friday. Training hours are 7:30am – 4:00pm MST and post training must be able to work an 8hr shift between the hours of 6:30: MT am – 10:00pm MT

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

Customer Service

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Apply Now

Refine Your Search

finance associate jobs in draper ut

Financial Customer Associate - Salt Lake City

Ultra High Net Worth Executive Financial Services Rule 10b5-1 Strategy Associate

Part Time (20 Hours) Associate Banker, Sandy Little Cottonwood Branch, Sandy, UT

Associate, Project Finance

Registered Client Service Associate - Ameriprise Financial Advisors - Midvale, UT

Planning and Advice Associate - Salt Lake City, Utah

BizOps Associate

Part Time (20 Hours) Associate Banker, Foothill Branch, Salt Lake City, UT

Wealth Management Associate

Business Development Associate - Sandy, UT

Valuation Associate

Fraud Alerting Associate

Investment Analyst or Associate

Commercial Banking Relationship Manager Associate

Part Time (30 Hours) Associate Banker, Kimball Junction Branch, Park City, UT

Risk, Credit Risk (Global Markets), Associate, Salt Lake City

Associate Underwriter

Personal Banking - Associate Banker

Global Banking and Markets (Client Ops)- Salt Lake City- Snr Associate, Client Onboarding & Configuration - 9713864

Treasury Management Associate

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