2 jobs found in salt lake city

Do you enjoy helping others? Are you the “go to person“ at work or in your community? Would your friends and family describe you as friendly and resourceful?  We really should talk. The  Expertise  We’re Looking For Relationship building skills Commitment to customers Experience in service, healthcare, or hospitality in people facing industries are strongly preferred.   This is a full time hourly position that offers the opportunity for overtime based on the business needs and your availability.   The  Purpose  of Your Role You bring your passion, we’ll invest in you.  Yes, we are in financial services, but not in the competitive and old-fashioned way you might be thinking.  We offer an industry-leading, paid development program that will prepare you to engage with customers while obtaining your Series 7 and 63 licenses where you will learn all about the financial services industry products.   These inbound phone calls can range from something as simple as an account balance inquiry to the complexity of helping inform difficult financial decisions, but your mission remains the same:  help customers feel more confident, make clearer decisions, and achieve their own financial dreams.   The  Skills  You Bring Your unwavering commitment to customers Desire to learn and dedication to study and apply a new concepts in order to obtain your financial licenses   The  Value  You Deliver 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 the extra mile for our customers and each other.  We ask for and act on our associates’ input on everything from busting through customer issues to designing our workspaces.    Your  Life   We believe that a balanced life is important. Our benefit programs are designed to help you and your loved ones balance the needs of work, life and family.  Sound too good to be true?  See for yourself and learn more about our benefit offerings. https://go.fidelity.com/ggbzd     Click Here  for a news story about how we are helping our employees payback their student loan debt.   Fidelity Investments was recognized as the Glassdoor Candidates’ Choice Awards for 2015 and CareerBliss 50 Happiest Companies in 2015.   Apply now to learn more! **This role is also branded as Financial Customer Representative for marketing purposes.  You only need to apply to one for consideration** Company Overview  At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. To do this well, as a privately held company, we place a high degree of value in nurturing a work environment that attracts the best talent and reflects our commitment to being an employer of choice. For information about working at Fidelity, visit  Fidelitycareers.com Fidelity Investments is an equal opportunity employer

As a High Net Worth Representative, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need.  In this role, you will help us to increase customer loyalty and drive business development opportunities.   The Team   While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past.  Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization.  These simple but powerful values set us apart from our competition.   The Expertise You Have Series 7 required Series 63 or ability to obtain within 90 days 2-3 years of previous financial services experience   The Skills You Bring Broad based knowledge and understanding of general financial planning concepts Proven customer service, client support and problem resolution skills Strong verbal and written communication skills Ability to effectively influence others Robust time management and organizational skills The Value You Deliver Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests Deliver efficient and responsive resolution for various client situations.Own the management of the case, research the issue and communicate the solution to the client Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client Collaborate with internal business partners to research and resolve complex client requests Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request   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.