Top 812 Client representative Jobs in Salt Lake City, Ut

Customer Relationship Advocate Career Development Experience- Salt Lake City, UT
Fidelity Investments —Salt Lake City, UT
- Full-time
- Office
- Analysis skills
- Entry level
- Wellness program
- Disability insurance
9d
Healthcare Security Program Manager (Unarmed)
Tarian —Salt Lake City, UT
- $83 an hour
- Full-time
- Hospital
- Ability to walk for extended periods
- 5 years
- Wellness program
- Paid holidays
Client Success Representative (Remote)
Demand.com —Salt Lake City, UT
- Remote
- Mid-level
- Communication skills
- Time management
Quick Apply
Patient Service Representative
Intermountain Healthcare —Sandy, UT
- $18.31 - $23.80 an hour
- Weekends as needed
- Hospital
- Word processing
- Computer literacy
Float Patient Service Representative (PSR)
Intermountain Healthcare —Taylorsville, UT
- $18.31 - $23.80 an hour
- Full-time
- Hybrid work
- Hospital
- Word processing
- Computer literacy
4d
Administrative Assistant Senior Representative- Cigna Healthcare -Hybrid
The Cigna Group —Sandy, UT
- Online Application
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Mid-level
Crisis Assessment Specialist
Holy Cross Hospital West Valley —West Valley City, UT
- $29.81 - $43.25 an hour
- Full-time
- LMFT
- Nursing
- Psychiatry
Customer Solutions Representative
Qureos Inc —Salt Lake City, UT
- $25 - $30 an hour
- Full-time
- Organizational skills
- Communication skills
- Entry level
- Paid holidays
- Health insurance
11d
Admissions Representative
UMA Education —Salt Lake City, UT
- $20 an hour
- Weekends as needed
- Remote
- 18 years or older
- High school diploma or GED
- Travel
- Paid training
- Health savings account
Quick Apply
Entry-Level Financial Representative
Cambridge Financial Network —South Jordan, UT
- US work authorization
- Financial services
- Marketing
- Health insurance
- Dental insurance
Quick Apply
Maintenance Planner (Remote)
Thiess —Salt Lake City, UT
- $48.08 - $62.50 an hour
- Monday to Friday
- Background check
- 5 years
- Pass drug screening
- Paid holidays
- Health insurance
Quick Apply
On-Site Customer Tech Copier Support
Pacific Office Automation —Salt Lake City, UT
- $20 - $29 an hour
- Full-time
- Analysis skills
- Experience equivalent to degree accepted
- In-person
- Health insurance
- Dental insurance
Quick Apply
3d
Client Service Representative - Salt Lake City, UT
Alta Marketing Co. —Salt Lake City, UT
- $22 - $27 an hour
- Full-time
- Background check
- 18 years or older
- Microsoft Excel
- Paid holidays
- Disability insurance
Quick Apply
13d
Client Support Representative
FLEX / Computer Marketing Corporation —Sandy, UT
- Full-time
- Research
- Office
- In-person
- Paid holidays
- Health insurance
Quick Apply
Customer Service Representative II
PRECISON DYNAMICS —Salt Lake City, UT
- Full-time
- Google Workspace
- Mid-level
- Analysis skills
- Paid parental leave
- Paid holidays
Quick Apply
Customer Service Representative
Quality Distribution LLC —Salt Lake City, UT
- $18 - $22 an hour
- Full-time
- Computer literacy
- Writing skills
- Office
- AD&D insurance
- Health insurance
Quick Apply
2d
Marcus by Goldman Sachs, Tier II Specialist| Draper, UT
Goldman Sachs —Draper, UT
- Weekends as needed
- Mid-level
- High school diploma or GED
- Analysis skills
- Disability insurance
- Health insurance
Authorization Specialist
Home Helpers Home Care —South Salt Lake, UT
- $55,000 - $65,000 a year
- 8 hour shift
- Microsoft Outlook
- Mid-level
- 3 years
- Paid training
- Paid holidays
Quick Apply
Retail Support Specialist
DSI —Sandy, UT
- From $26 an hour
- Weekends as needed
- Mid-level
- Communication skills
- Profit sharing
- Paid training
Quick Apply
6d
Registered Nurse - Behavioral Health
Volunteers Of America, Utah —Salt Lake City, UT
- $35 - $40 an hour
- 12 hour shift
- Background check
- CPR Certification
- Nursing
- 403(b) matching
- Health savings account
Quick Apply

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Customer Relationship Advocate Career Development Experience- Salt Lake City, UT

Fidelity Investments -
Salt Lake City, UT

Apply Now

Job Details

Full-time
9 days ago

Benefits

Wellness program
Disability insurance
Health insurance
Dental insurance
Paid time off
401(k) 7% Match
Parental leave
Vision insurance
401(k) matching
Loan assistance

Qualifications

Customer communication
Customer relationship building
Trading
Money transfers
Managing clients in a customer support role
Analysis skills
Decision making
Customer engagement
Investment account customer support
Experience practicing in the securities industry
Entry level
Series 63
Client interaction via phone calls

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 (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

Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity’s valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more!

What to expect…

As a new CRA, you’ll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones:

1. Licensing Preparation

In the first months, you’ll prepare to become a FINRA Registered Representative by studying for and obtaining your SIE®, Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we’re here to support you every step of the way!

2. Skill Development

In the following months, you’ll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network.

3. Proficiency

As you gain confidence and proficiency in serving customers, you’ll explore new career paths through job shadowing and our career center.

The Expertise and Skills You Bring

Aptitude and dedication to complete the FINRA SIE ®, Series 7 Top Off and Series 63 exams through our industry-leading licensing program.
Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making.
A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient.
Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions.
A desire for growth and a mindset that generates long term success through adaptability and personal accountability.
Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution.
Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously.

The Team

Our greatest asset is our people. We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community.

Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Student Loan Assistance, 401(K) up to 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Charitable match, Concierge Services, and Wellness Program. (Learn More)

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:

Series 07 - FINRA, Series 63 - FINRA

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

client representative jobs in salt lake city, ut

Customer Relationship Advocate Career Development Experience- Salt Lake City, UT

Healthcare Security Program Manager (Unarmed)

Client Success Representative (Remote)

Patient Service Representative

Float Patient Service Representative (PSR)

Administrative Assistant Senior Representative- Cigna Healthcare -Hybrid

Crisis Assessment Specialist

Customer Solutions Representative

Admissions Representative

Entry-Level Financial Representative

Maintenance Planner (Remote)

On-Site Customer Tech Copier Support

Client Service Representative - Salt Lake City, UT

Client Support Representative

Customer Service Representative II

Customer Service Representative

Marcus by Goldman Sachs, Tier II Specialist| Draper, UT

Authorization Specialist

Retail Support Specialist

Registered Nurse - Behavioral Health

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