2020 – 2021 Undergraduates – Customer Relationship Advocate

Salt Lake City, UT

Apply
Create Job Alert
Back to Search

Job Description:

FIDELITY INVESTMENTS

Customer relationship advocate

Is it time to realize everything you can do? Develop your talents? Learn new skills? At Fidelity, collaboration isn’t just about working together in our small teams; it’s about improving lives together. Our success as a firm is due to the personal responsibility and pride our associates take in getting things just right, and the compassion that drives us to go above and beyond for our customers and each other. We ask and act on our associates’ input on everything from busting through customer issues to designing our workspace.

THE SKILLS YOU BRING

  • Recent or upcoming college graduate between May 2019 through August 2021 – All majors welcomed!
  • Ability to build rapport and relationships
  • Unwavering commitment towards helping others
  • Effective communication skills
  • Ability to work in a team environment
  • Desire for continual learning and dedication to study and apply new concepts in order to obtain your financial licenses

This is a full-time, hourly position that offers the opportunity for overtime based on the business needs and your availability.

RESPONSIBILITIES

  • Bring a new point of view and eagerness to help us to build relationships with customers and meet various metrics
  • Collaborate and partner with team members to identify, resolve, and address various situations
  • Educate customers on options to enhance their financial security
  • Facilitate timely, accurate, and efficient transactions for customers
  • Support quality improvement initiatives
  • Receive support, mentoring, and dedicated study time and training materials while you prepare to obtain your FINRA Series 7 and 63 licenses
  • Gain invaluable education about financial services and our approach to delivering exceptional customer service

OUR COMMITMENT TO YOU

  • Student loan assistance and tuition reimbursement for eligible employees
  • 18+ days of paid time off (based on years of service) plus 8 paid Federal holidays
  • Opportunities to volunteer and give to your local community during work hours
  • Workplace wellness initiatives, weekly meditation calls, and company subsidized balanced meal options at onsite cafeterias
  • To learn about additional benefits, click here.

Fidelity Investments is an equal opportunity employer.

This opportunity is brought to you by Fidelity University Talent.

Certifications:

Series 07 – FINRA

Company Overview

At Fidelity, we are focused on 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. Please email us at accommodations@fmr.com or 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.

Fidelity benefits that adapt to everything life sends your way

Benefits With You in Mind

Benefits for your whole life – that’s what you’ll find at Fidelity.

You’ll find everything from perks that makes your daily life better to those big-picture, life-changing resources here with us. We have an amazing package of benefits and programs designed to help you thrive – both in and outside of work.

Family Programs

  • Adoption assistance
  • Maternity & parental leave (16 weeks of fully-paid maternity leave and 6 weeks fully-paid parental leave)

Wellness Programs

  • Dependent care flexible spending (FSA)
  • On-site health & wellness centers

Retirement Planning

  • 401(k): pre-tax and/or Roth

Health & Insurance

  • Medical coverage
  • Dental & Vision coverage

Education Benefits

  • Step Ahead student loan assistance – helping you pay down your loans so you can save on interest, with up to $10K in contributions
  • Tuition reimbursement program

* Subject to your meeting initial and ongoing eligibility requirements, Company discretion and the availability of sufficient Company profits and cash flow.
** Albuquerque-based regular employees, excluding individuals employed in a retail branch location, are not eligible to receive the Profit Sharing contribution or Retiree Health Reimbursement Plan credits.
*** As of March 2019.

Fidelity is invested in you

Committed to Continuous Learning

At Fidelity, we are constantly adapting to the changing needs of our customers, new technologies, and better ways of working. And we empower our employees to do the same, with an emphasis on developing skills and connections that will help propel you forward in your career while being able to make an impact for Fidelity’s customers around the world.

Licenses & Certifications

  • Pursue your FINRA Series 7 and/or Series 63 licenses working in our Regional Centers to take your career to the next level as a licensed financial broker.
  • Tuition reimbursement for online or in-person course work in pursuit of new certifications.

Continuing Education & Training

  • Assess, build, and align your development plan through resources like our skill-building classroom and online courses.
  • Video-based training for technology, leadership, management & more.
  • Your facilitator, manager and business partners will give you ongoing support as you develop in your role and provide personalized feedback and coaching.

Mentoring

  • Dedicated mentors to help you grow into new areas of Fidelity’s business as you develop new skills.
  • Rotational programs for exposure to new areas of our business.
  • An open atmosphere of knowledge sharing and collaboration.

Fidelity creates a work environment for people to flourish

A work environment where we give back, together

Connected to Our Communities

Throughout Fidelity, you’ll find a genuine commitment to social responsibility – where we strive to make an impact for customers, while also making an impact on the world.

Fidelity Cares

  • Started to provide associates with opportunities to actively volunteer and share their many talents.
  • Host numerous company-wide volunteer events (in-person and virtual).
  • Partner with a number of nonprofits to support our local communities
  • More than 12,000 associates donate time annually – from interns to SVPs.
  • Impact includes refurbishing schools, donating books and supplies, and teaching financial literacy

Fidelity Charitable®

  • Created to make it easy for people to support charitable organizations they care about
  • Helped deliver $7.3 billion in donor-recommended grants to charity in 2019
  • Supported more than 300,000 unique charities around the world
  • Since its inception, more than $42 billion has been given to public charities.

Impact by the Numbers

  • 1,200+ Community projects completed.
  • 100,000+ School supplies & backpacks donated.
  • 65,480 Students supported.

Job Description:

FIDELITY INVESTMENTS

Customer relationship advocate

Is it time to realize everything you can do? Develop your talents? Learn new skills? At Fidelity, collaboration isn’t just about working together in our small teams; it’s about improving lives together. Our success as a firm is due to the personal responsibility and pride our associates take in getting things just right, and the compassion that drives us to go above and beyond for our customers and each other. We ask and act on our associates’ input on everything from busting through customer issues to designing our workspace.

THE SKILLS YOU BRING

  • Recent or upcoming college graduate between May 2019 through August 2021 – All majors welcomed!
  • Ability to build rapport and relationships
  • Unwavering commitment towards helping others
  • Effective communication skills
  • Ability to work in a team environment
  • Desire for continual learning and dedication to study and apply new concepts in order to obtain your financial licenses

This is a full-time, hourly position that offers the opportunity for overtime based on the business needs and your availability.

RESPONSIBILITIES

  • Bring a new point of view and eagerness to help us to build relationships with customers and meet various metrics
  • Collaborate and partner with team members to identify, resolve, and address various situations
  • Educate customers on options to enhance their financial security
  • Facilitate timely, accurate, and efficient transactions for customers
  • Support quality improvement initiatives
  • Receive support, mentoring, and dedicated study time and training materials while you prepare to obtain your FINRA Series 7 and 63 licenses
  • Gain invaluable education about financial services and our approach to delivering exceptional customer service

OUR COMMITMENT TO YOU

  • Student loan assistance and tuition reimbursement for eligible employees
  • 18+ days of paid time off (based on years of service) plus 8 paid Federal holidays
  • Opportunities to volunteer and give to your local community during work hours
  • Workplace wellness initiatives, weekly meditation calls, and company subsidized balanced meal options at onsite cafeterias
  • To learn about additional benefits, click here.

Fidelity Investments is an equal opportunity employer.

This opportunity is brought to you by Fidelity University Talent.

Certifications:

Series 07 – FINRA

Company Overview

At Fidelity, we are focused on 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. Please email us at accommodations@fmr.com or 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.

Fidelity benefits that adapt to everything life sends your way

Benefits With You in Mind

Benefits for your whole life – that’s what you’ll find at Fidelity.

You’ll find everything from perks that makes your daily life better to those big-picture, life-changing resources here with us. We have an amazing package of benefits and programs designed to help you thrive – both in and outside of work.

Family Programs

  • Adoption assistance
  • Maternity & parental leave (16 weeks of fully-paid maternity leave and 6 weeks fully-paid parental leave)

Wellness Programs

  • Dependent care flexible spending (FSA)
  • On-site health & wellness centers

Retirement Planning

  • 401(k): pre-tax and/or Roth

Health & Insurance

  • Medical coverage
  • Dental & Vision coverage

Education Benefits

  • Step Ahead student loan assistance – helping you pay down your loans so you can save on interest, with up to $10K in contributions
  • Tuition reimbursement program

* Subject to your meeting initial and ongoing eligibility requirements, Company discretion and the availability of sufficient Company profits and cash flow.
** Albuquerque-based regular employees, excluding individuals employed in a retail branch location, are not eligible to receive the Profit Sharing contribution or Retiree Health Reimbursement Plan credits.
*** As of March 2019.

Fidelity is invested in you

Committed to Continuous Learning

At Fidelity, we are constantly adapting to the changing needs of our customers, new technologies, and better ways of working. And we empower our employees to do the same, with an emphasis on developing skills and connections that will help propel you forward in your career while being able to make an impact for Fidelity’s customers around the world.

Licenses & Certifications

  • Pursue your FINRA Series 7 and/or Series 63 licenses working in our Regional Centers to take your career to the next level as a licensed financial broker.
  • Tuition reimbursement for online or in-person course work in pursuit of new certifications.

Continuing Education & Training

  • Assess, build, and align your development plan through resources like our skill-building classroom and online courses.
  • Video-based training for technology, leadership, management & more.
  • Your facilitator, manager and business partners will give you ongoing support as you develop in your role and provide personalized feedback and coaching.

Mentoring

  • Dedicated mentors to help you grow into new areas of Fidelity’s business as you develop new skills.
  • Rotational programs for exposure to new areas of our business.
  • An open atmosphere of knowledge sharing and collaboration.

Fidelity creates a work environment for people to flourish

A work environment where we give back, together

Connected to Our Communities

Throughout Fidelity, you’ll find a genuine commitment to social responsibility – where we strive to make an impact for customers, while also making an impact on the world.

Fidelity Cares

  • Started to provide associates with opportunities to actively volunteer and share their many talents.
  • Host numerous company-wide volunteer events (in-person and virtual).
  • Partner with a number of nonprofits to support our local communities
  • More than 12,000 associates donate time annually – from interns to SVPs.
  • Impact includes refurbishing schools, donating books and supplies, and teaching financial literacy

Fidelity Charitable®

  • Created to make it easy for people to support charitable organizations they care about
  • Helped deliver $7.3 billion in donor-recommended grants to charity in 2019
  • Supported more than 300,000 unique charities around the world
  • Since its inception, more than $42 billion has been given to public charities.

Impact by the Numbers

  • 1,200+ Community projects completed.
  • 100,000+ School supplies & backpacks donated.
  • 65,480 Students supported.

Apply
Create Job Alert
Back to Search

Other Locations: Greenwood Village, CO
Jacksonville, FL
Covington, KY
Merrimack, NH
Westlake, TX
American Fork, UT

Job Level: Associate
Job ID: 2010938

Share this job

Similar Jobs