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Fidelity Financial Customer Associate Jobs in Sandy, UT

Foundever

Customer Support Associate

Orem, UT · On-site

$18/hr

Financial Customer Service Representative Foundever is hiring Financial Customer Service ... With 150,000 associates across the globe, we're the team behind the best experiences for +800 of ...

Foundever Brasil

Customer Support Associate

Orem, UT · On-site

$17/hr

Customer Support Associate Foundever is hiring Tech-Savvy and Financial Customer Service Support Associates to support leading brands across voice and digital channels. You'll resolve account and ...

Foundever

Customer Support Associate

Orem, UT · On-site

$17/hr

Customer Support Associate Foundever is hiring Tech-Savvy and Financial Customer Service Support Associates to support leading brands across voice and digital channels. You'll resolve account and ...

Foundever

Customer Support Associate

Orem, UT · On-site

$17/hr

Customer Support Associate Foundever is hiring Tech-Savvy and Financial Customer Service Support Associates to support leading brands across voice and digital channels. You'll resolve account and ...

Foundever

Customer Support Associate

Orem, UT

$17/hr

Customer Support Associate Foundever is hiring Tech-Savvy and Financial Customer Service Support Associates to support leading brands across voice and digital channels. You'll resolve account and ...

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Showing results 21-40

All JobsFidelity Financial Customer Associate JobsFidelity Financial Customer Associate Jobs in Sandy, UT

Fidelity Financial Customer Associate information

See Sandy, UT salary details

$17.6K

$48.4K

$71.7K

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

As of Sep 3, 2026, the average yearly pay for fidelity financial customer associate in Sandy, UT is $48,430.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,000.00 and $58,900.00 per year, depending on experience, location, and employer.

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 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 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 cities near Sandy, UT are hiring for Fidelity Financial Customer Associate jobs?

Cities near Sandy, UT 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 Sandy, UT as of August 2026, with employment types broken down into 43% Full Time, 29% Part Time, 14% Temporary, and 14% Contract. Highlights an 71% In-person, and 29% Remote job distribution, with an average salary of $48,430 per year, or $23.3 per hour.

Client Experience Associate

Fidelity TalentSource

Salt Lake City, UT • On-site

Other

This job post has expired 3 days ago. Applications are no longer accepted.

Job description

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Client Experience Associate to work in Salt Lake City, UT!
Got personality? Like to talk? Have a desire to problem solve and help others? Then keep reading. Fidelity Charitable is looking for top notch customer service professionals to work on the Client Experience Specialist team. As a Client Experience Specialist, you will be the primary point of contact for any service-related activities for Giving Account Holders, Financial Advisors and Non-Profit Organizations affiliated with Fidelity Charitable. We are looking for 'customer obsessed' individuals that want to make a difference in helping our donors achieve their philanthropic goals. Still interested? Read on.
The Expertise We're Looking For

  • Bachelor's degree preferred
  • Minimum 1-2 years of telephone customer service experience; preferably in a contact center environment.
  • Attention to detail
The Purpose of Your Role
Your role is to ensure each interaction crafts an outstanding customer experience while responding to all requests. You will perform daily functions while ensuring you are maintaining department and individual goals, as well as call metrics and call quality. You will engage with clients using conversational techniques to understand the scope of their request, capture relevant information and identify a solution, if necessary. It's more than just taking a call and processing a transaction - our donors are generously giving to non- profit organizations in an effort to meet their philanthropic goals. You get to be a part of that!
The Skills You Bring
  • Proficient verbal and written communication skills required
  • You demonstrate outstanding problem-solving skills with excellent follow through
  • You have strong organizational, planning and time management skills
  • You are able to proficiently multi-task in a Windows based environment
  • You are proficient in MS products including Word/Excel. Applications used in this role include: FBSI, XTRAC, FDOT, Genesys Telephony, NICE, Salesforce, Zoom, MS Outlook, MS Teams, RepApp, and Xelerate.
  • Your flexibility for overtime as requested (especially December - Giving Season) Various shifts are available. Business hours are 8:30 AM - 8:30pm EST, Monday-Friday.
The Value You Deliver
  • Completing quality and timely work to meet the needs of Fidelity Charitable Donors, Advisors and Non -Profits
  • Via telephone, assist with various requests including password/PIN reset, navigating the web site, Giving Account transactions, providing updates to account or profile information.
  • Interact with other internal Charitable business units as needed
  • Employing good sound judgment in decision making or problem resolution
  • Deliver a phenomenal customer experience with each interaction

How Your Work Impacts the Organization
The Fidelity Charitable Gift Fund ("Fidelity Charitable") is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits - and increased charitable impact - of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity.
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.
Company Overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.
Fidelity TalentSource, is the in-house temporary staffing provider for Fidelity Investments. Unlike traditional staffing agencies, we are an internal business unit within Fidelity's Talent Acquisition team, dedicated to recruiting talent from various backgrounds for roles in Fidelity's regional and investor center locations. Our mission is to help you experience Fidelity's diverse and inclusive workplace while expanding your skill set and professional network, with the ultimate goal of conversion to full-time employment as part of Fidelity's long-term strategy.
For information about working at Fidelity TalentSource, visit FTSJobs.com.
Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at HR@ftsjobs.com if you would like to request an accommodation.

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