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Fidelity Cra Jobs (NOW HIRING)

United Fidelity Bank

Office Manager I

Shelbyville, IL · On-site

Be a positive representative for the organization and conduct and promote CRA efforts in the ... United Fidelity Bank is proud to be an Equal Opportunity/Affirmative Action employer All qualified ...

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$11K

$79.4K

$137.5K

How much do fidelity cra jobs pay per year?

As of Aug 7, 2026, the average yearly pay for fidelity cra in the United States is $79,437.00, according to ZipRecruiter salary data. Most workers in this role earn between $33,000.00 and $136,500.00 per year, depending on experience, location, and employer.

What are the typical responsibilities of a Fidelity CRA?

A Fidelity CRA is primarily responsible for monitoring clinical trial sites to ensure protocol compliance, verifying data accuracy, and safeguarding participant safety. On a typical day, you might review study documentation, correspond with site staff, conduct remote or onsite monitoring visits, and prepare detailed reports. You’ll collaborate closely with clinical team members and investigators to address any issues and support ongoing study progress. This role requires balancing independent tasks with frequent team communication, making it dynamic and integral to the clinical trial process.

What is a Fidelity CRA?

A Fidelity CRA (Clinical Research Associate) is responsible for monitoring clinical trials to ensure compliance with regulatory guidelines, protocols, and Good Clinical Practice (GCP) standards. They typically oversee study sites, review data, and ensure proper documentation throughout the trial process. Fidelity CRAs may work with pharmaceutical companies, contract research organizations (CROs), or healthcare institutions to facilitate successful clinical research. Their role is crucial for ensuring the integrity and accuracy of clinical trial results.

What are the key skills and qualifications needed to thrive in the Fidelity CRA position?

To thrive as a Fidelity CRA (Clinical Research Associate), you need a solid background in life sciences or a related field, clinical research experience, and familiarity with GCP (Good Clinical Practice) guidelines. Proficiency in using clinical trial management systems (CTMS), electronic data capture (EDC) platforms, and sometimes relevant certifications like ACRP or SOCRA are highly valued. Strong organizational skills, attention to detail, and effective communication abilities help you manage study documentation and collaborate with clinical sites. These competencies ensure studies are conducted ethically, data is accurately reported, and regulatory standards are meticulously met.

What cities are hiring for Fidelity Cra jobs? Cities with the most Fidelity Cra job openings:
What are the most commonly searched types of Fidelity Cra jobs? The most popular types of Fidelity Cra jobs are:
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Fidelity Cra jobs near you
Infographic showing various Fidelity Cra job openings in the United States as of August 2026, with employment types broken down into 83% Full Time, 15% Part Time, and 2% Contract. Highlights an 85% Physical, 3% Hybrid, and 12% Remote job distribution, with an average salary of $79,437 per year, or $38.2 per hour.

Client Relationship Associate - Redwood Shores, CA

EP Wealth Advisors, LLC

Redwood City, CA • On-site

$24.03 - $34.85/hr

Full-time

Posted 7 days ago

Job description

EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion as of June 30, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers.

Summary 

The Client Relationship Associate (CRA) will partner with our wealth advisory, financial planning, and internal support teams contributing to the satisfaction, retention and growth of client relationships. Our ideal candidate will have a demonstrated track record of delivering excellent client service, with exceptional organizational, communication, and problem-solving skills. 

Duties and Responsibilities 

  • Lead and maintain existing client relationships as primary point of contact for inquires related to account maintenance, cash management, distributions, and investment reporting 

  • Collaborate with wealth advisor, financial planner, and internal departments (operations, investments, billing, etc.) to ensure client requests are executed within defined service level agreements 

  • Research and resolve client issues leveraging internal support resources and/or escalate as appropriate to management 

  • Manage client meeting scheduling, preparation and participate as needed in client meetings, events and seminars 

  • Prepare client account paperwork including internal agreements, custodian forms, applications, and other client deliverables for processing 

  • Coordinate new client onboarding activities including the collection of required documentation, partnering with internal operations teams on process execution, client portal setup, welcome calls and proactive communication with clients 

  • Understand and adhere to outlined company policies and procedures to ensure client activities are handled with firm standards 

  • Track and document client interactions, activities and meetings in CRM, ensuring notes are input in a timely and compliant manner 

  • Develop and maintain trusted relationships with custodian partners, vendors, client professional contacts and service providers 

  • Participate in team projects, business initiatives and engage in training and education opportunities as required 

  • Office administrative duties as needed 

  • Bachelor’s degree preferred, with a concentration in Business, Finance, Economics, or equivalent related experience. 

  • Ideal candidates will have 1-3 year's experience working in investment advisory, asset management or a financial services company 

  • Excellent communication skills with ability to develop and maintain strong relationships with clients, prospects and team members across the organization 

  • Strong organization and attention to detail are essential with the ability to prioritize and multi-task effectively in a fast-paced environment 

  • Proficiency in using Microsoft Office (Outlook, Word, Excel). Experience with Tamarac Advisor View, CRM, eMoney, and custodian websites (Schwab, Fidelity) is valuable 

Apply