Top 1203 Client representative Jobs in Utah

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
Inside Sales/Provider Representative: CompHealth Medical Staffing
CHG Healthcare —Midvale, UT
- $60,000 - $250,000 a year
- Full-time
- Contracts
- Entry level
- Paid parental leave
- Health insurance
Member Service Representative
SoFi —Cottonwood Heights, UT
- $20 an hour
- Call employer
- Background check
- Computer literacy
- Office
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
Client Success Representative (Remote)
Demand.com —Salt Lake City, UT
- Remote
- Mid-level
- Communication skills
- Time management
Quick Apply
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
Regional Human Resources Representative
Allied Universal —Draper, UT
- $57,784 a year
- Full-time
- Clean driving record
- OSHA
- Research
- Fuel card
- AD&D insurance
Quick Apply
11d
Customer Service / Tech Support Rep – Financial (Remote)
Concentrix —Utah
- $15 an hour
- Urgently hiring
- Remote
- Computer literacy
- Residential
- High school diploma or GED
- Paid training
- Paid holidays
Customer Service Rep – Financial (Seasonal, Remote)
Concentrix —Utah
- $15 - $17 an hour
- Urgently hiring
- Remote
- Computer literacy
- Residential
- High school diploma or GED
- Paid training
- Paid holidays
Administrative Assistant Senior Representative- Cigna Healthcare -Hybrid
The Cigna Group —Sandy, UT
- Online Application
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Mid-level
Billing Specialist (Remote)
Champion Tax Relief, Inc. —Salt Lake City, UT
- $23 an hour
- Full-time
- Remote
- Google Workspace
- Mid-level
- Administrative experience
Quick Apply
12d
Seasonal Agent Support Representative (Remote - UT)
HealthSherpa —Utah
- $18 an hour
- Overtime
- Remote
- Background check
- Spanish
- 3 years
- Paid training
- Health insurance
Remote Call Center Representative
Delaware Nation Industries —Utah
- $10 an hour
- Morning shift
- Remote
- Computer literacy
- Typing
- Communication skills
- Paid training
- Paid time off
Quick Apply
Customer Service Rep – Healthcare (UMA Grads, Remote)
Concentrix —Utah
- $15 - $17 an hour
- Urgently hiring
- Remote
- Computer literacy
- Residential
- High school diploma or GED
- Paid training
- Paid holidays
Entry-Level Financial Representative
Cambridge Financial Network —South Jordan, UT
- US work authorization
- Financial services
- Marketing
- Health insurance
- Dental insurance
Quick Apply
Marcus by Goldman Sachs, Tier I Specialist| Draper, UT
Goldman Sachs —Draper, UT
- Weekends as needed
- High school diploma or GED
- 1 year
- Communication skills
- Disability insurance
- Health insurance
Patient Service Representative
Intermountain Healthcare —Sandy, UT
- $18.31 - $23.80 an hour
- Weekends as needed
- Hospital
- Word processing
- Computer literacy
Insurance Customer Service Representative
Entrata —Lehi, UT
- $17.45 - $27.31 an hour
- Full-time
- Hybrid work
- Spanish
- English
- Mid-level
- Health savings account
- Disability insurance
Business Development Outreach Representative
Center for Change —Orem, UT
- $65,000 - $75,000 a year
- Full-time
- Marketing
- Mid-level
- Driver's License
- Employee stock purchase plan
- Loan repayment program
Sales Representative
Zip Kit Homes —Cedar City, UT
- Up to $100,000 a year
- Email
- No experience needed
- In-person
- Entry level
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 utah

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

Inside Sales/Provider Representative: CompHealth Medical Staffing

Member Service Representative

Customer Solutions Representative

Client Success Representative (Remote)

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

Regional Human Resources Representative

Customer Service / Tech Support Rep – Financial (Remote)

Customer Service Rep – Financial (Seasonal, Remote)

Administrative Assistant Senior Representative- Cigna Healthcare -Hybrid

Billing Specialist (Remote)

Seasonal Agent Support Representative (Remote - UT)

Remote Call Center Representative

Customer Service Rep – Healthcare (UMA Grads, Remote)

Entry-Level Financial Representative

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

Patient Service Representative

Insurance Customer Service Representative

Business Development Outreach Representative

Sales Representative

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