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Customer Service Coordinator Salary in Salt Lake City, UT

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Customer Service ( Remote work)
PATH ARC, Salt Lake City
The customer service representative will be responsible for answering client inquiries, provide product information, and help the customer by being informative, empathetic, and eager to quickly solve a customer's problem. Must be willing to listen, learn, and resolve any customer inquiry.Customer Service Job Duties And ResponsibilitiesExcellent customer care and focus; ability to assess customers' needs and provide the correct answer, path, troubleshooting, or method for a positive customer experienceAnswer and manage incoming calls, emails, chats, and/or interactive voice response systemsAbility to learn and follow all customer service procedures and policiesStrive to meet and go above personal and team target goalsRecord, organize and file customer interactions and account changesAble to up-sell if neededAble to schedule call back and appoints to resolve customer needsRequirementsPrevious experience in customer support, client services, sales, or a related fieldExcellent at communicating over the phone and other communication platformsBasic computer skills and experienceAble to multitaskExcellent time management and prioritization skillsAbility to listen actively, relay information, and answer questions and/or concernsCustomer-focused for positive customer experience and resolutionHealth Insurance (dental and vision included)Excellent retirement planTremendous upward mobility into other positions and managementFlexible hoursRemote Position(s) available (work from home)BenefitsHealth Insurance (dental and vision included)Excellent retirement planTremendous upward mobility into other positions and managementFlexible hoursRemote Position(s) available (work from home)
Customer Services Area Supervisor West Region
Malvern Panalytical, Salt Lake City
Do you want to step into a high-tech world with a strong focus on innovation? Do you want to be a real business partner for our customers by offering value-added propositions? Are you looking for a position in which you can fully exploit your service skills? Do you want to do this in an international, global, but personal environment? Then this might be your chance to become a part of our innovative and enthusiastic customer support team.This is a leadership role to assist the regional service managers in driving all support initiatives throughout the region. The Area Supervisor will drive for positive customer relationships and collaborate with colleagues to provide excellent customer service. Responsible for leading and being part of the regional team with on-site installations / commissioning, routine maintenance, repair, verification, and calibration of Malvern Panalytical's product lines in the US.Job ResponsibilitiesCoaches and mentors team members to foster growth in knowledge and customer focus.Direct Manager of customer service engineers (8-10) within their region and sphere of influence to manage performance and carry out performance reviews, 1-1 meetings and other formal meetings when appropriate.Manage team to facilitate accurate diagnosis and solution of customer instrument problems.Responsible for meeting customer expectations for Malvern Panalytical Instruments' service.Works closely with commercial sales and after sales teams to drive and cultivate opportunities to promote Malvern Panalytical products and services.Performs back-up duties in place of the regional service manager when the need exists; will represent the region in various committee's and meetings when necessary.Follows and promotes Malvern Panalytical's/Customers' laboratory and safety practices. Guides direct team members to stay current on all safety and training requirements.Manages direct administrative management for direct team and assists regional manager within region for tasks such as the following: track and manage team's company owned assets; tracking spare parts stock/kits within region, monitors and signs off on regional expense reports and submitted work orders.Assist Regional Managers in optimizing resources within region to balance with customer demand fluctuation and centralized dispatch requests.Identifies training requirements for the team as and when required; assists regional team in monitoring cross training activities to support proper documentation and utilization of newly trained skillset(s).Is key part of future recruitment for the team; personal mentor, coach and guide for all new hires to make their entry into organization and part of new team welcomeDrives team to adhere to proper procedures / protocols within the systems we use to drive our business; takes part in audits to reinforce.Works with Service Managers and director to control / monitor all team activities to achieve budgets.Manages Escalations in the region ensuring the customer is kept up to date with the latest informationReports Quality and H&S issues ensuring guidelines are followed and be part of the process for instigating and implementing changes.Monitoring and helping to grow customer satisfaction using standard KPI's.Drives the region to achieve grow targets for systems and After Market opportunities.Work with installation manager to insure all equipment installations are in proper alignment with expected close dates and all required pre-installation prerequisites.Represent the Regional Service Team as the driver for certain key KPIs or program initiatives.When you join? Your career will take off with a comprehensive induction program. We then continue to support and develop our employees by improving their skills, knowledge and performance by in-house, on-the-job training, and external training.We value entrepreneurship and commitment by offering real career possibilities.You become part of a growing company where you can shape the future of our work processes.We offer a competitive compensation plan. Our benefit offerings include Medical, Dental, Vision, 401(k) with a company match, Life and Disability plans.We also offer Tuition Reimbursement and a Wellness program.Vacation, Sick, Personal and Paid Holidays.We are Malvern Panalytical. We are BIG on Small.
Customer Service Specialist 2 - Contingent 156284
American Cybersystems, Inc., Salt Lake City
Innova Solutions is immediately hiring for Customer Service Specialist Position type: Contract (W2) Location: Salt Lake City, UT As a Customer Service Specialist- you would: • Participate in low to moderately complex initiatives and identify opportunity for process improvements within Customer Service. • Review and analyse basic or tactical Customer Service assignments or challenges that require research evaluation and selection of alternatives related to low-to-medium risk deliverables. • Present recommendations for resolving low to moderately complex situations and exercise some independent judgment while developing understanding of function policies procedures and compliance requirements. • Provide information to client personnel in Customer Service. The ideal candidate will have: 2 years of Customer Service Financial Services or Contact Centre experience. Brokerage background Active Series 7 certification Qualified candidates should APPLY NOW for immediate consideration! Please hit APPLY to provide the required information, and we will be back in touch as soon as possible. We are currently interviewing to fill this and other similar positions. If this role is not a fit for you, we do offer a referral bonus program for referrals that we successfully place with our clients, subject to program guidelines. ASK ME HOW. Thank you! YOUR NAME: Kavita Singh TITLE: Innovator PAY RANGE AND BENEFITS: Pay Range*: *Pay range offered to a successful candidate will be based on several factors, including the candidate's education, work experience, work location, specific job duties, certifications, etc. Benefits: Innova Solutions offers benefits( based on eligibility) that include the following: Medical & pharmacy coverage, Dental/vision insurance, 401(k), Health saving account (HSA) and Flexible spending account (FSA), Life Insurance, Pet Insurance, Short term and Long term Disability, Accident & Critical illness coverage, Pre-paid legal & ID theft protection, Sick time, and other types of paid leaves (as required by law), Employee Assistance Program (EAP). ABOUT INNOVA SOLUTIONS:Founded in 1998 and headquartered in Atlanta, Georgia, Innova Solutions employs approximately 50,000 professionals worldwide and reports an annual revenue approaching $3 Billion. Through our global delivery centres across North America, Asia, and Europe, we deliver strategic technology and business transformation solutions to our clients, enabling them to operate as leaders within their fields. Recent Recognitions: One of Largest IT Consulting Staffing firms in the USA - Recognized as #4 by Staffing Industry Analysts (SIA 2022) ClearlyRated® Client Diamond Award Winner (2020) One of the Largest Certified MBE Companies in the NMSDC Network (2022) Advanced Tier Services partner with AWS and Gold with MS Website: https://www.innovasolutions.com/ Innova Solutions is an Equal Opportunity Employer and prohibits any kind of unlawful discrimination and harassment. Innova Solutions is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment on the basis of race, color, religion or belief, national origin, citizenship, social or ethnic origin, sex, age, physical or mental disability, veteran status, marital status, domestic partner status, sexual orientation, or any other status protected by the statutes, rules, and regulations in the locations where it operates. If you are an individual with a disability and need a reasonable accommodation to assist with your job search or application for employment, please contact us at [email protected] or (770) 493-5588. Please indicate the specifics of the assistance needed. Innova Solutions encourages all interested and qualified candidates to apply for employment opportunities. Innova Solutions (HireGenics/Volt) does not discriminate against applicants based on citizenship status, immigration status, or national origin, in accordance with 8 U.S.C. § 1324b. The company will consider for employment qualified applicants with arrest and conviction records in a manner that complies with the San Francisco Fair Chance Ordinance, the Los Angeles Fair Chance Initiative for Hiring Ordinance, and other applicable laws.
Transaction Services Coordinator
NEWMARK, Salt Lake City
JOB DESCRIPTION Under general supervision, performs a variety of specialized and custom tasks to provide administrative support for a team of sales professionals. Maintain confidentiality of Sales, Marketing, Client, and proprietary information and data in all communications. Position requires in-depth knowledge of Sales and Marketing administrative and operational policy and procedure and general business practices and procedures.RESPONSIBILITIES ESSENTIAL DUTIES:Maintain Newmark brand, product, office, and client messaging and consistency by applying templates to produce marketing materials to include; flyers, proposals, tour books, touch pieces, maps, floor plans, qualification packages, and market surveys.Review marketing material specifications, and act as point of contact and liaison with centralized marketing, analysis, and research groups to coordinate the completion and submission of financial, marketing, and various client specific property data to incorporate into customized property information packages.Prepare and maintain accurate documents to include (RFI's, Letter of Intent (LOI's) and Request for Proposal (RFP's).Update and maintain various information databases to include; client and prospect databases.Respond to outside broker requests.Create, maintain and/or purge files and records, including real estate transaction files.Provide informational assistance to clients to include; greeting clients, directing telephone traffic and scheduling appointments and tours.Coordinate complex on/offsite meetings and conferences as well as travel arrangements.Prepare, update, collate and package reports as instructed by team.Perform administrative functions and prepare communication as required.Prepare expense reports as required.Prepare and update client activity reportsRunner: Drop off urgent mail/packages, pickup/drop off keys for properties, make key copiesTransaction ManagementMay perform other duties as assigned.QUALIFICATIONS QUALIFICATIONS, SKILLS, EDUCATION AND EXPERIENCE:High School diploma or General Education Degree (GED) required, & 2 years work related experience. Minimum 2 years related work experience to include Real Estate Brokerage or Sales and Marketing.Advanced Microsoft Office Suite, PowerPoint, Excel and Internet research skills.Demonstrates administrative support skills including appointment scheduling, and ability to compose/proof and edit correspondence and reports.Utah Driver's License in good standing.Must have reliable personal vehicle with appropriate car insurance.Able to maintain confidentiality at all times.Self-starter/proactive.Organizational, communication (written, oral, telephone), customer service and strong attention to detail are essential in this position.Problem solving, decision-making, and analytical skills required.Ability to prioritize, and manage multiple tasks, and meet stringent deadlines.Real Estate License a plus. Must be willing to obtain a Real Estate License if one is not currently held. May perform other duties as assigned.WORKING CONDITIONS: Normal working conditions with the absence of disagreeable elements.NOTE: The statements herein are intended to describe the general nature and level of work being performed by employees, and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Newmark is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local laws.
Sr. Office Services Coordinator - Salt Lake City, UT - #112128
PacifiCorp, Salt Lake City
Sr. Office Services Coordinator - Salt Lake City, UT - #112128 Date: Apr 23, 2024 Location: SALT LAKE CITY, UT, US, 84116 Company: PacifiCorp JOIN OUR TEAM!PacifiCorp is seeking customer-centric candidates to grow and sustain our commitment to a culture of customer service excellence, environmental sustainability and diversity, equity and inclusion. General PurposeFacilitates activities in an effective sequence by monitoring tasks, task-owners timelines and expenditures. Compiles data, tracks, summarizes, and reports results, and develops and/or maintains reference information and databases. Compiles, organizes, and summarizes data from multiple sources; monitors/tracks processes to ensure their execution within defined parameters. Determines schedules and availability of resources/materials. Ensures activities are performed in accordance with contract, Corporate, and regulatory agency requirements.ResponsibilitiesProvide complex project management and advanced administrative support for complex departmental needs.Act as the “go to” person for information. Track, review and process invoices. Compile complex data, track, process, summarize and prepare reports and results as requested which may not have precedent. Develop and/or maintain reference information and databases of a complex nature.Record and document management policies, ensuring compliance with record/document retention/disposal procedures. Work with Procurement department to set up new vendors. Prepare monthly accruals of expenses for finance department. Interface with internal and external customers, research and resolve complex billing issues. Make adjustments as necessary.Assist other employees with work assignments as assigned. RequirementsHigh school diploma; or the equivalent combination of education and experience.A minimum of 3 years related experience.Project management experience.Excellent attention to detail.Flexibility in establishing deadlines and priorities in a changing business environment with typically tight schedules. Ability to organize, coordinate and prioritize tasks, and be accountable for outcomes. The ability to multi-task well in order to determine the importance of a request and forward request to appropriate resources to be addressed.Ability to lead a team and/or mentor employees. Act as a resource to other employees. Professional communication and interpersonal skills including the ability to consult with internal and external customers at all levels of the organization regarding matters/issues which may be sensitive and complex in nature. Proficient with software applications including Microsoft Word, Excel, Outlook and Access. Proficient in creating electronic documents that are complex in nature. PreferencesBasic knowledge of SAPAdditional InformationReq Id: 112128Company Code: PacifiCorp Primary Location: SALT LAKE CITY Department: Pacific PowerSchedule: Full-TimePersonnel Subarea: Non-ExemptHiring Range: $60,500 - $71,200 Benefits: Health care, retirement, paid time off, tuition assistance, paid short-term and long-term disability, paid bereavement leave. For more information, please visit: https://careers.pacificorp.com/content/New-Benefits-Page/?locale=en_US Employees must be able to perform the essential functions of the position with or without an accommodation. At PacifiCorp, we celebrate diversity, equity and inclusion. PacifiCorp is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion or religious creed, age, national origin, ancestry, citizenship status (except as required by law), gender (including gender identity and expression), sex (including pregnancy), sexual orientation, genetic information, physical or mental disability, medical condition, veteran or military status, familial or parental status, marital status or any other category protected by applicable local, state or U.S. federal law. Unless otherwise required by law, all offers of employment are contingent upon the successful completion of a background check and drug screening including for marijuana. While marijuana is legal in several states, including Oregon, a positive test for positions in Oregon may disqualify a candidate. The company complies with the laws of Washington and California and only obtains and considers positive tests for marijuana in safety-sensitive positions or those covered by U.S. Department of Transportation regulations. Career Segment: Compliance, Project Manager, Administrative Assistant, Testing, Equity, Legal, Technology, Administrative, FinancePI239990195
Entry-Level Customer Service
Fidelity Investments, Salt Lake City
Job Description:Customer Relationship Advocate Career Development ExperienceJoin our team of Customer Relationship Advocates (CRA) for a variety-filled experience where you'll have dedicated time to focus on growth, career development and renewal while you support our customers by taking inbound calls. Are you interested in Financial Services? This might be the right opportunity for you.....This first-of-its-kind experience supercharges your early career and growth at Fidelity with personalized support, knowledgeable career guides and celebration of your achievements, while learning about Fidelity and building skills and experiences. In this role, you will assist our clients with a broad range of needs including answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades.Would you like to learn more about the Customer Relationship Advocate position? Take our virtual experience and learn what it is like to work in this role. Click here https://go.fidelity.com/ExperienceCRA(opens in a new tab) to experience what it is like to work in this role.. What to expect...As a new CRA, you'll learn about the financial services industry, develop your skills, and gain new experiences.First four months, prepare to become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 and 63 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time, with readily available resources that you can take advantage of including licensing coaches and group workshops. These exams can be challenging but we are here to help!Subsequent months, begin taking customer calls with increasing complexity over time to develop and hone your skills. Engage in dedicated time each week to connect and refuel - by exploring the career center, networking with colleagues, taking online classes, and more!As you gain confidence and develop proficiency serving customers, get more variety in your work week by spending time building advanced skills aligned with the next role that interests you.Advantages of our career development experience...You are learning. We provide all the training you need to develop the skills needed to service our customers and study for your FINRA licensing exams! You don't need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience. Our inclusive culture empowers associates to achieve success while building a supportive network. You are growing. From day one you'll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.You can explore. You'll experience variety in your work with dedicated time for development activities and doing work that goes beyond answering customer calls so you can discover the next step in your career. As you continue to grow, you can become eligible for career mobility opportunities.The Skills You BringDesire to establish rapport and relationships with customers and the team through effective communicationExperience in customer service, call center, or financial services preferredA strong interest in financial servicesExceptional Problem-solving skills and a demonstrated history of overcoming academic or professional challengesAbility and flexibility to work in a "hybrid" work setting, both at home and in officeComfortable with technology and ability to navigate multiple systems simultaneouslyAbility to handle different types of situations, emotions and conversations driving towards a resolution suitable for allAptitude to complete our industry-leading paid development experience will fully prepare you to engage with customers while taking the SIE, Series 7 Top Off and Series 63 examsEnthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly and retaining information to assist with decision-makingThe Value You DeliverDemonstrate empathy and passion for helping people and ensure an excellent customer experience through a phone interactionService varied customer needs, including balance inquiries, money movement, trading, and moreAnswer questions and provide resources to deepen client understanding and build confidenceOur Investments in YouOur benefit programs (opens in a new tab) are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.Sound too good to be true? See for yourself and learn more about our benefits offerings:Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab)Click here for a local news story about how we are helping our employee's payback their student loan debt (opens in a new tab)Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 63 Required to obtain within the first 3.5 monthsLearn More: Dynamic Working (opens in a new tab)Certifications:Series 07 - FINRA, Series 63 - FINRACompany Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at fidelitycareers.com. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to [email protected], or by calling 800-835-5099, prompt 2, option 3.We welcome those with experience in jobs such as Field Client Relationship Manager, Accounting Assistant, and Billing and Posting Clerk and others in the Accounting and Finance to apply.
Customer Service - Series 7
Dexian, Salt Lake City
Customer Service - Series 7Salt Lake City, UT6 + MonthsShift Time: M-F 7 AM - 6 PM30 days of onsite training5 days on/ 5 days remote after training is completeJob Summary:Will be working with customers to address brokerage complaintsTop Skills:Series 7 required - MUST BE ACTIVE (or within 2 year window so it may be re-activated quickly)Brokerage operations experienceCustomer service experienceMS ProductsDesired Skills and ExperienceMust Have:Series 7Brokerage OperationsCustomer ServiceDexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit https://dexian.com/ to learn more.Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.
Entry-Level Customer Service
Fidelity Investments, Salt Lake City
Job Description:Customer Relationship Advocate Career Development ExperienceJoin our team of Customer Relationship Advocates (CRA) for a variety-filled experience where you'll have dedicated time to focus on growth, career development and renewal while you support our customers by taking inbound calls. Are you interested in Financial Services? This might be the right opportunity for you.....This first-of-its-kind experience supercharges your early career and growth at Fidelity with personalized support, knowledgeable career guides and celebration of your achievements, while learning about Fidelity and building skills and experiences. In this role, you will assist our clients with a broad range of needs including answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades.Would you like to learn more about the Customer Relationship Advocate position? Take our virtual experience and learn what it is like to work in this role. Click here https://go.fidelity.com/ExperienceCRA(opens in a new tab) to experience what it is like to work in this role.. What to expect...As a new CRA, you'll learn about the financial services industry, develop your skills, and gain new experiences.First four months, prepare to become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 and 63 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time, with readily available resources that you can take advantage of including licensing coaches and group workshops. These exams can be challenging but we are here to help!Subsequent months, begin taking customer calls with increasing complexity over time to develop and hone your skills. Engage in dedicated time each week to connect and refuel - by exploring the career center, networking with colleagues, taking online classes, and more!As you gain confidence and develop proficiency serving customers, get more variety in your work week by spending time building advanced skills aligned with the next role that interests you.Advantages of our career development experience...You are learning. We provide all the training you need to develop the skills needed to service our customers and study for your FINRA licensing exams! You don't need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience. Our inclusive culture empowers associates to achieve success while building a supportive network. You are growing. From day one you'll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.You can explore. You'll experience variety in your work with dedicated time for development activities and doing work that goes beyond answering customer calls so you can discover the next step in your career. As you continue to grow, you can become eligible for career mobility opportunities.The Skills You BringDesire to establish rapport and relationships with customers and the team through effective communicationExperience in customer service, call center, or financial services preferredA strong interest in financial servicesExceptional Problem-solving skills and a demonstrated history of overcoming academic or professional challengesAbility and flexibility to work in a "hybrid" work setting, both at home and in officeComfortable with technology and ability to navigate multiple systems simultaneouslyAbility to handle different types of situations, emotions and conversations driving towards a resolution suitable for allAptitude to complete our industry-leading paid development experience will fully prepare you to engage with customers while taking the SIE, Series 7 Top Off and Series 63 examsEnthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly and retaining information to assist with decision-makingThe Value You DeliverDemonstrate empathy and passion for helping people and ensure an excellent customer experience through a phone interactionService varied customer needs, including balance inquiries, money movement, trading, and moreAnswer questions and provide resources to deepen client understanding and build confidenceOur Investments in YouOur benefit programs (opens in a new tab) are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.Sound too good to be true? See for yourself and learn more about our benefits offerings:Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab)Click here for a local news story about how we are helping our employee's payback their student loan debt (opens in a new tab)Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 63 Required to obtain within the first 3.5 monthsLearn More: Dynamic Working (opens in a new tab)Certifications:Series 07 - FINRA, Series 63 - FINRACompany Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at fidelitycareers.com. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to [email protected], or by calling 800-835-5099, prompt 2, option 3.We welcome those with experience in jobs such as Floor Manager, General Store Manager, and Sales Supervisor and others in the Retail to apply.
Customer Service Representative- Salt Lake City, UT
Fidelity Investments, Salt Lake City
Job Description:Customer Relationship Advocate Career Development ExperienceJoin our team of Customer Relationship Advocates (CRA) for a variety-filled experience where you'll have dedicated time to focus on growth, career development and renewal while you support our customers by taking inbound calls. Are you interested in Financial Services? This might be the right opportunity for you.....This first-of-its-kind experience supercharges your early career and growth at Fidelity with personalized support, knowledgeable career guides and celebration of your achievements, while learning about Fidelity and building skills and experiences. In this role, you will assist our clients with a broad range of needs including answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades.Would you like to learn more about the Customer Relationship Advocate position? Take our virtual experience and learn what it is like to work in this role. Click here https://go.fidelity.com/ExperienceCRA(opens in a new tab) to experience what it is like to work in this role.. What to expect...As a new CRA, you'll learn about the financial services industry, develop your skills, and gain new experiences.First four months, prepare to become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 and 63 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time, with readily available resources that you can take advantage of including licensing coaches and group workshops. These exams can be challenging but we are here to help!Subsequent months, begin taking customer calls with increasing complexity over time to develop and hone your skills. Engage in dedicated time each week to connect and refuel - by exploring the career center, networking with colleagues, taking online classes, and more!As you gain confidence and develop proficiency serving customers, get more variety in your work week by spending time building advanced skills aligned with the next role that interests you.Advantages of our career development experience...You are learning. We provide all the training you need to develop the skills needed to service our customers and study for your FINRA licensing exams! You don't need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience. Our inclusive culture empowers associates to achieve success while building a supportive network. You are growing. From day one you'll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.You can explore. You'll experience variety in your work with dedicated time for development activities and doing work that goes beyond answering customer calls so you can discover the next step in your career. As you continue to grow, you can become eligible for career mobility opportunities.The Skills You BringDesire to establish rapport and relationships with customers and the team through effective communicationExperience in customer service, call center, or financial services preferredA strong interest in financial servicesExceptional Problem-solving skills and a demonstrated history of overcoming academic or professional challengesAbility and flexibility to work in a "hybrid" work setting, both at home and in officeComfortable with technology and ability to navigate multiple systems simultaneouslyAbility to handle different types of situations, emotions and conversations driving towards a resolution suitable for allAptitude to complete our industry-leading paid development experience will fully prepare you to engage with customers while taking the SIE, Series 7 Top Off and Series 63 examsEnthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly and retaining information to assist with decision-makingThe Value You DeliverDemonstrate empathy and passion for helping people and ensure an excellent customer experience through a phone interactionService varied customer needs, including balance inquiries, money movement, trading, and moreAnswer questions and provide resources to deepen client understanding and build confidenceOur Investments in YouOur benefit programs (opens in a new tab) are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.Sound too good to be true? See for yourself and learn more about our benefits offerings:Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab)Click here for a local news story about how we are helping our employee's payback their student loan debt (opens in a new tab)Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 63 Required to obtain within the first 3.5 monthsLearn More: Dynamic Working (opens in a new tab)Certifications:Series 07 - FINRA, Series 63 - FINRACompany Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at fidelitycareers.com. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to [email protected], or by calling 800-835-5099, prompt 2, option 3.We welcome those with experience in jobs such as Floor Manager, General Store Manager, and Merchandise Coordinator and others in the Retail to apply.
Remote/WFH Customer Service Support Rep
IdealTax, Salt Lake City
Looking For A Career With Stability That Offers A Progressive Career Path?GET STARTED WITH IDEAL TAX!!14+ Years in BusinessRated A+ with the BBB (Better Business Bureau)Family Owned & Operated REMOTE POSITION TO SERVICE OUR CLIENTS ON THE CENTRAL TIME ZONEIdeal Taxis a leader in the tax resolution industry. We were established with the idea of helping clients who are suffering through a tax debt issue, easing the stress and anxiety that comes with serious tax problems, and providing dedicated and comprehensive professional representation in defense of taxpayer rights. We are licensed to provide tax resolution services to 47 states.We are looking to bring on a RemoteCustomer Service Traineefor our Servicing department. In this role you will be able to receive hands-on-training to prepare you for your new career path!!Upon successfully completing the training program you have the potential to promote into a Senior Customer Service role, increasing your hourly earning potential as well as allowing you to participate the monthly incentive program.REQUIRED QUALIFICATIONS INCLUDE:2 years in an Administrative and/or Customer Service rolePrefer remote workexperienceExcellent Customer Service and Communication skills (written & verbal) skillsA strong multitasker with superior organizational skillsPositive Personality and Friendly dispositionProficient Computer skills/Microsoft Office SuiteTeam player with a strong work ethicSelf-Motivated, Willingness to learn & growMust be reliable and dependableWhat we are offering you:Earn monthly performance incentivesHealth Insurance (Medical/Dental/Vision - we pay 50% of employees monthly premiums)401K with company matchPaid Time Off (Vacation, Sick, Holiday)Career Growth OpportunitiesWe promote a positive and fun work life culture/balance.Strong family-oriented vibe and values