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Fidelity Financial Customer Associate Jobs in Utah

Savers/Value Village

Customer Service Associate

Riverton, UT · On-site

$14 - $19.25/hr

Customer Service Associate Who we are: As one of the largest for-profit thrift operators in the ... financial future. * Paid time off from work for leisure or other hobbies. * A range of mental ...

Savers | Value Village

Customer Service Associate

Provo, UT · On-site

$13.75 - $19/hr

Customer Service Associate As one of the largest for-profit thrift operators in the United States ... financial future. * Paid time off from work for leisure or other hobbies. * A range of mental ...

Savers/Value Village

Customer Service Associate

Draper, UT

$13.50 - $18.75/hr

Customer Service Associate Who we are: As one of the largest for-profit thrift operators in the ... financial future. * Paid time off from work for leisure or other hobbies. * A range of mental ...

Savers Value Village

Customer Service Associate

Ogden, UT · On-site

$14.25 - $19.50/hr

Customer Service Associate Who we are: As one of the largest for-profit thrift operators in the ... financial future. * Paid time off from work for leisure or other hobbies. * A range of mental ...

Savers Value Village

Customer Service Associate

Midvale, UT · On-site

$13.75 - $18.75/hr

Customer Service Associate Who we are: As one of the largest for-profit thrift operators in the ... financial future. * Paid time off from work for leisure or other hobbies. * A range of mental ...

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Showing results 21-40

All JobsFidelity Financial Customer Associate JobsFidelity Financial Customer Associate Jobs in Utah

Fidelity Financial Customer Associate information

See Utah salary details

$16.8K

$46.4K

$68.7K

How much do fidelity financial customer associate jobs pay per year?

As of Aug 13, 2026, the average yearly pay for fidelity financial customer associate in Utah is $46,397.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,400.00 and $56,400.00 per year, depending on experience, location, and employer.

What is the difference between Fidelity Financial Customer Associate vs Fidelity Financial Advisor?

AspectFidelity Financial Customer AssociateFidelity Financial Advisor
CredentialsHigh school diploma or equivalent; FINRA licensing often requiredFINRA Series 7 and 63 licenses; bachelor's degree often preferred
Work EnvironmentCall centers, branch offices, client support teamsClient meetings, financial planning sessions, advisory offices
Employer & Industry UsageEntry-level support role within Fidelity's retail banking and investment servicesClient-facing role providing personalized financial advice within Fidelity

The Fidelity Financial Customer Associate primarily handles client inquiries and support, requiring basic licensing and focusing on customer service. In contrast, the Fidelity Financial Advisor provides personalized financial planning and investment advice, requiring advanced licenses and certifications. Both roles are integral to Fidelity's client service but differ significantly in responsibilities and qualifications.

What are the key skills and qualifications needed to be a Fidelity Financial Customer Associate?

To excel as a Fidelity Financial Customer Associate, you need a solid understanding of financial products, excellent customer service skills, and typically a bachelor’s degree in finance, business, or a related field. Familiarity with CRM systems, financial planning software, and relevant licenses such as the Series 7 and 63 are often required. Outstanding communication, active listening, and problem-solving abilities help build client trust and resolve issues efficiently. These competencies are crucial for providing accurate guidance, maintaining compliance, and fostering positive client relationships in a fast-paced financial environment.

What are some common challenges faced by a Fidelity Financial Customer Associate, and how can new hires prepare for them?

Fidelity Financial Customer Associates often face the challenge of managing a high volume of client inquiries while ensuring each interaction is personalized and accurate. Balancing multiple tasks—such as troubleshooting account issues, explaining financial products, and meeting performance metrics—can be demanding, especially during peak periods. New hires can prepare by developing strong communication skills, staying organized, and familiarizing themselves with Fidelity's product offerings and internal systems. Training programs and ongoing support from experienced colleagues help associates overcome these challenges and grow professionally within the team.

What is a Fidelity Financial Customer Associate?

A Fidelity Financial Customer Associate is a front-line representative who assists Fidelity Investments clients with their financial accounts and investment inquiries. They provide customer service, answer questions about products and services, help with account management, and may guide clients through online tools or basic transactions. Associates play a key role in ensuring a positive customer experience by resolving issues efficiently and providing reliable information. They often serve as the first point of contact for clients seeking support or information about their investments. This role requires strong communication skills and a good understanding of financial products and services.
What job categories do people searching Fidelity Financial Customer Associate jobs in Utah look for? The top searched job categories for Fidelity Financial Customer Associate jobs in Utah are:
What cities in Utah are hiring for Fidelity Financial Customer Associate jobs? Cities in Utah with the most Fidelity Financial Customer Associate job openings:
Fidelity Financial Customer Associate jobs near you
Infographic showing various Fidelity Financial Customer Associate job openings in Utah as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $46,397 per year, or $22.3 per hour.

Client Service Manager II

Fidelity Investments

Salt Lake City, UT • On-site

Full-time

Posted 21 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 271 frontline employees who took The Breakroom Quiz

15th of 150 rated financial services

Job description


Client Service Manager
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Fidelity Private Shares is looking for an energetic, engaging individual to join our client services team as a Client Service Manager. The primary responsibility of this role is supporting users of the Fidelity Private Shares (FPS) platform-through inbound support tickets, our self-help library, and other educational materials.
Alongside this work, you will consult with our developers to solve problems and communicate customer feedback to our product team. This role will also provide opportunities to help support other initiatives that our client service team undertakes.
The Expertise and Skills You Bring
  • Candidates should have 3-5 years of experience supporting customers in a B2B SaaS company. No legal or technical experience is required, although familiarity with the subject matter or equity management platforms is beneficial.
  • Our team members possess excellent verbal and written communication skills, an ability to keep multiple projects organized and moving forward, and a willingness to dive in and learn new things.
  • We look for people who are empathetic, tech-savvy, and interested in working with startups from seed to mid-stage.
  • Familiarity with Zendesk, Hubspot Service Hub or a similar ticket tracking product is helpful.

The Team
Our customer success team is known among our competitors for providing great service and an easy onboarding process. We collaborate frequently with product and development teams and stay in close touch with our sales team as they bring in new clients. While we have "branches" of support, implementation, and customer success, we are a small team and our collaborative, helpful attitudes are essential ingredients in our success.
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:
Client 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.

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