Top 49 Finance associate Jobs in Salt Lake City 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)
Planning and Advice Associate - Salt Lake City, Utah
Fidelity Investments —Salt Lake City, UT
- Full-time
- Mid-level
- Office
- Communication skills
Financial Planning Associate
Dentist Advisors —Holladay, UT
- Full-time
- Hybrid work
- Bachelor of Science
- Office
- Administrative experience
Quick Apply
Part Time Associate Banker Salt Lake Central (30 hours)
JPMorganChase —South Salt Lake, UT
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
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
Business Development Associate - Sandy, UT
Expansion Capital Group —Sandy, UT
- Weekends as needed
- Microsoft Outlook
- Marketing
- Office
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
Investment Analyst or Associate
Cross Creek —Salt Lake City, UT
- Full-time
- Mid-level
- Office
- Finance
Fraud Alerting Associate
Morgan Stanley —South Jordan, UT
- Full-time
- English
- Mid-level
- Analysis skills
Associate Operational Exam & Business Support Analyst (SMB)
SoFi —Cottonwood Heights, UT
- Mid-level
- Fair chance
- Communication skills
5d
Compliance, Communications Compliance, Associate, Salt Lake City
Goldman Sachs —Salt Lake City, UT
- Microsoft Outlook
- Mid-level
- Office
- Disability insurance
- Health insurance
Control Room - Associate
iCapital —Salt Lake City, UT
- $70,000 - $85,000 a year
- Full-time
- Mid-level
- Office
- Project management
- Dental insurance
- Paid time off
Risk, Credit Risk (Global Markets), Associate, Salt Lake City
Goldman Sachs —Salt Lake City, UT
- Mid-level
- Office
- Analysis skills
- Disability insurance
- Health insurance
Valuation Associate
SCALAR —Draper, UT
- Office
- Finance
- Analysis skills
- Health insurance
- 401(k) matching
Compliance, Employee Services, Associate, Salt Lake City
Goldman Sachs —Salt Lake City, UT
- Mid-level
- Office
- Analysis skills
- Disability insurance
- Health insurance
Compliance - Salt Lake City - Associate, Regulatory Compliance - 10072130
Goldman Sachs —Salt Lake City, UT
- Computer Science
- Mid-level
- Office
- Disability insurance
- Health insurance
Risk, Credit Risk, Associate, Salt Lake City
Goldman Sachs —Salt Lake City, UT
- Mid-level
- Office
- 3 years
- Disability insurance
- Health insurance
10d
Compliance, Control Room, Associate, Salt Lake City
Goldman Sachs —Salt Lake City, UT
- Office
- Senior level
- Communication skills
- Disability insurance
- Health insurance
Senior Associate, Finance
Teiko —Salt Lake City, UT
- Full-time
- Management
- SQL
- Senior level
Quick Apply
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

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Financial Customer Associate - Salt Lake City

Fidelity Investments -
Salt Lake City, UT

Apply Now

Job Details

Full-time

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 salt lake city ut

Financial Customer Associate - Salt Lake City

Planning and Advice Associate - Salt Lake City, Utah

Financial Planning Associate

Part Time Associate Banker Salt Lake Central (30 hours)

Associate, Project Finance

Business Development Associate - Sandy, UT

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

Investment Analyst or Associate

Fraud Alerting Associate

Associate Operational Exam & Business Support Analyst (SMB)

Compliance, Communications Compliance, Associate, Salt Lake City

Control Room - Associate

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

Valuation Associate

Compliance, Employee Services, Associate, Salt Lake City

Compliance - Salt Lake City - Associate, Regulatory Compliance - 10072130

Risk, Credit Risk, Associate, Salt Lake City

Compliance, Control Room, Associate, Salt Lake City

Senior Associate, Finance

BizOps Associate

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