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Customer Representative Salary in Salt Lake City, UT

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Customer Care and Technical Support, L1
Stride, Inc., Salt Lake City
Job DescriptionThe Customer Care and Technical Support Representative, Level 1 will be responsible for resolving technical issues and providing excellent customer service presented to the company through our support channels - phone, web, chat and email. Resolves issues and problems that are reported directly by the customers (parents and students) and is also responsible for escalating issues that were not resolvable by workflows to the appropriate Tiered support team with urgency. Issues that will be resolved include, but may not be limited to: technical assistance with the use of K12-provided equipment (desktops/laptops/monitors/printers), such as troubleshooting start-up/log-in issues, hardware damage, and software viruses; general application support with the K12 suite of learning systems and business applications; ordering/replacing materials and computer equipment.Over 20 years ago, Stride was founded to provide personalized learning - powered by technology. We reached students where they were in their own journeys. We knocked down their barriers to great education. And we gave every learner equal opportunity to succeed - however they defined success. Stride innovated the learning experience with online and blended learning that prepared them for their lives ahead.Stride is a community of passionate leaders. Whether teachers, engineers, curriculum writers, or financial managers - whatever your expertise or role, we all work to empower futures through learning. And changing the trajectory of learning itself is one of our greatest missions. Join us in developing more effective ways to learn and helping learners build the skills and confidence they need to make their way forward in life.The Customer Care and Technical Support Representative, Level 1 will be responsible for resolving technical issues and providing excellent customer service presented to the company through our support channels - phone, web, chat and email. Resolves issues and problems that are reported directly by the customers (parents and students) and is also responsible for escalating issues that were not resolvable by workflows to the appropriate Tiered support team with urgency. Issues that will be resolved include, but may not be limited to: technical assistance with the use of K12-provided equipment (desktops/laptops/monitors/printers), such as troubleshooting start-up/log-in issues, hardware damage, and software viruses; general application support with the K12 suite of learning systems and business applications; ordering/replacing materials and computer equipment.ESSENTIAL FUNCTIONS: Reasonable accommodation may be made to enable individuals with disabilities to perform the essential duties.· Respond to technical issues related to K12 proprietary systems, hardware, and software and networking both in written word and orally via telephone.· Assist customers by diagnosing problems and providing resolutions for technical and service issues using troubleshooting techniques and tools to identify products/systems/hardware that are defective and follow guidelines in issuing service or replacements.· Advise / educate customers within procedural guidelines to ensure a complete solution to their technical or service questions.· Answer questions about installation, operation, configuration and usage of assigned equipment, documents and assigns customer problems for resolution using support ticketing and CRM software.· Remain knowledgeable of K12's proprietary systems, various hardware product lines, current industry products and technologies.· Escalate more complex issues with proprietary systems to next tiered support team with urgency and/or escalate more complex hardware equipment issues to manufacturer.REQUIRED QUALIFICATIONS:· High School Diploma OR· Currently pursuing a BS/BA or MS/MA degree) OR· Equivalent combination of education and experienceDESIRED QUALIFICATIONS:· Prior experience with K12/Stride· Previous customer service work· Previous experience in call-center environment· Physical requirements: sedentary work, fluent typing, listening, speaking, extensive reading, repetitive motions, and extended computer usage.· Thorough knowledge of home-based connectivity support· Ability to work in high call volume environment· Strong telephone and email etiquette· Strong verbal and written communication skills· Own or have daily access to a smart device where Apps can be downloaded/accessed (i.e., phone, tablet)· Ability to maintain a professional home office without distraction during our hours of operation· Attend virtual training via web cam· Expertise in PC and Internet applications and use· Ability to communicate with customers effectively through various communication channels, such as: phone, voicemail, email, chat, etc.· Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint, etc.)· Proficiency in web-based applications (Salesforce experience a plus)· Consultative approach to customer service· Strong problem solving and analytical skills with a solutions-oriented approach· Ability to work both independently and within a team-oriented environment· Resilient and contributes to fostering positive team morale· Ability to prioritize effectively and manage competing priorities to deliver and drive results· Ability to own and execute projects· Ability to respond appropriately to feedback and guidance· Detail-oriented· Expertise in Microsoft Windows 7, 8, 10 and XP Operating Systems· High level of quality and accountability for work product· Ability to travel 10% of the time (minimal if any e.g. team building activity)· Ability to clear required background checkWORK ENVIRONMENT:The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.· This position is virtual and open to residents of the 50 states and D.C.Compensation & Benefits:Stride, Inc. considers a person's education, experience, and qualifications, as well as the position's work location, expected quality and quantity of work, required travel (if any), external market and internal value when determining a new employee's salary level. Salaries will differ based on these factors, the position's level and expected contribution, and the employee's benefits elections. Offers will typically be in the bottom half of the range. We anticipate the salary range to be $13.49 - $21.58. Eligible employees may receive a bonus. This salary is not guaranteed, as an individual's compensation can vary based on several factors. These factors include, but are not limited to, geographic location, experience, training, education, and local market conditions. Stride offers a robust benefits package for eligible employees that can include health benefits, retirement contributions, and paid time off. Job TypeRegularThe above job is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor. All employment is "at-will" as governed by the law of the state where the employee works. It is further understood that the "at-will" nature of employment is one aspect of employment that cannot be changed except in writing and signed by an authorized officer.Stride, Inc. is a Federal Contractor, an Equal Opportunity/Affirmative Action Employer and a Drug-Free Workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected Veteran status age, or genetics, or any other characteristic protected by law.Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThe contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
Representative, Business Development
Zeiss Group, Salt Lake City
• About Us: How many companies can say they've been in business for over 177 years?! Here at ZEISS, we certainly can! As the pioneers of science, ZEISS handles the everchanging environments in a fast-paced world, meeting it with cutting edge of technologies and continuous advancements. ZEISS believes that innovation and technology are the key to a sustainable future and solutions for global change. We have a diverse range of portfolios throughout the ZEISS family in segments like, Industrial Quality & Research, Medical Technology, Consumer Markets and Semiconductor Manufacturing Technology. We are a global company with over 42,000 employees and have over 4,000 in the US and Canada alone! Make a difference, come join the team! Location/Region: Utah territory (must live within territory, ideal home base near Greater Salt Lake City or Boise Area preferred). What's the role? As a Business Development Representative, under general direction from the Regional Business Development Manager, you get to work with an astonishing team that plays a vital role Carl Zeiss Vision, Inc. Show case your skills and experience with process enhancement by being responsible for the overall management, objectives, and plans for the assigned territory within the U.S. Independent Eye Care Professional Channel. The BDR is an experienced business-to-business sales representative with the ability to source, develop and cultivate new clients and new business and consolidate share of wallet. This individual would be responsible for conducting sales calls with eye care professionals such as optometrists, ophthalmologists, opticians, and other optical specialists to promote our ZEISS products, services and practice-based solutions using both consultative and conceptual selling approaches, and then documenting customer records and activity within Customer Relationship Management system. The BDR will develop and maintain effective plans for their assigned territory, will develop and implement account specific programs and business plans and will act as change agent to the expansion of ZEISS product and portfolio utilization. Sound Interesting? Here's what you'll do: • Meet or exceed sales growth targets for Direct Rx business and other strategic targets such as premium lenses, coatings, dispensing tools and equipment, or key sales programs.• Segment territory using CRM Account Classification system and identify key customer targets to increase territory sales.• Profile and evaluate each customer's store operation, financial data, business model & profit drivers, and create value-based sales strategies that has positive financial impact on company.• Conduct and prepare pre-call planning and call objectives and anticipate likely objections; understand motivations and establish a relationship as a trusted advisor / consultant.• Lead sales conversation with ECPs by challenging and persuading them to change behavior. Build agreement at each point in the sales process, remove barriers and close the deal.• Create innovative tactical and strategic approaches to meet and exceed business objectives when faced with an obstacle or a customer concern.• Treat territory as own franchise by creating and executing territory plan to achieve goals; consider required investment and financial impact in developing customer strategies.• Increase sales by effectively communicating the advantages and benefits of Carl Zeiss Vision products and services to Eye Care Professionals.• Support and implements national marketing plans, utilizing digital tools and apps.• Schedule, plan, develop and conduct on-site individual, group and office training and educational seminars to increase demand for Carl Zeiss Vision labs, lenses, and dispensing tools.• Maximize and execute customer marketing programs to accomplish goals and objectives.• Establish a positive, productive and collaborate working relationships with Carl Zeiss Vision employees and colleagues.• Operate with the highest ethical standard during every customer interaction and in alignment with Carl Zeiss philosophies and leadership principles.• Input accurate and timely reports via Salesforce.com.• Efficiently manage travel cost and leverage smart spending techniques.• Prepare and submit timely expense reports. Do you qualify? • BS or BA in Business, Public Administration, Economics, Marketing, or related field strongly preferred.• 3+ years in a successful business to business sales environment, preferably in Rx sales, optical, medical device, or retail operations industry with Fortune 500 companies.• Strong sales focus with the ability to move key opportunities through the sales cycle, providing detailed and accurate sales forecasts using the company's CRM tool.• Ability to thrive in a competitive environment.• Demonstrated experience in creating plans to achieve revenue and profitability goals.• Effective consultative, conceptual and negotiation skills with demonstrated ability to establish influential relationship with customers.• Disciplined and results-oriented approach to selling and strong time management skills.• Demonstrated ability to operate as a team player and able to work collaboratively with and through others.• Ability to influence situations and people.• Self-starter with the ability to work independently.• ABO and/or optical experience preferred.• Excellent verbal & written communication skills.• Excellent interpersonal, problem-solving, and analytical skills.• Must have a valid driver's license.• Demonstrated ability to be proficient with standard MS Office applications, company technology devices (Laptop, iPad, iPhone, etc.) for territory management and product orders.• Knowledge of Salesforce.com preferred. We have amazing benefits to support you as an employee at ZEISS! • Medical• Vision• Dental• 401k Matching• Employee Assistance Programs• Vacation and sick pay• The list goes on!ZEISS is an EEO/AA/M/F/Disabled Veteran EmployerYour ZEISS Recruiting Team:Lindsay WalkerZeiss provides Equal Employment Opportunity without unlawful regard to an Applicants race, color, religion, creed, sex, gender, marital status, age, national origin or ancestry, physical or mental disability, medical condition, military or veteran status, citizen status, sexual orientation, pregnancy (includes childbirth, breastfeeding or related medical condition), genetic predisposition, carrier status, gender expression or identity, including transgender identity, or any other class or characteristic protected by federal, state, or local law of the employee (or the people with whom the employee associates, including relatives and friends).
Customer Service Representative
Perfect Placement Group, LLC, Salt Lake City
Customer Service Representative (CSR)SalesLocation: SALT LAKE CITY, UTSummary: The Customer Service Representative (CSR) is responsible for working with customers face to face and helping with product selection.Compensation: This is a non-exempt, hourly role. Hourly rates start at $18, plus Over Time (paid at 1.5x), plus Bonuses. Annual pay for new hires generally ranges between $37,500 and $50,000 or more, depending on experience, overtime hours worked and bonuses.To perform this job successfully, the individual must be able to complete the following essential duties and responsibilities:Effective and efficient handling of customer transactions.Accurately record and maintain customer contact information and details.Build and maintain company customer relationships.Answer inbound sales calls and make outbound sales calls.Consistent following up on promises and commitments in a timely manner with customers.Track stock levels to ensure customer orders are handled effectively.Assist customers in determining order requirements or services.Appropriately identify and escalate customer issues.Quote prices and credit terms, and prepare sales orders for customers.Complete sales transactions and processing of payments.Schedule trucking and delivery of material to customer, based on delivery schedule.Create shipping order and packing list.Troubleshoot customer issues during delivery process.Partner with Sales Representative to keep account transactions and literature up to date.Practice Customer focus, collaboration, and communication with teamRetain up to date knowledge of company productsPerform additional duties as required and or requested.Additionally the candidate must meet the following Education and/or Experience requirements:High School Education Required. Some college work completed preferred.Minimum 2 years' customer service experience.Clear communication with the ability to use positive language.Attentiveness.Proven ability to handle multiple tasks at once.Goal oriented focusGood mathematical skills; ability to do calculations quickly.Demonstrated experience with the use of PCs, along with the ability to navigate in a multi-window based environment.Intermediate skills in MS Outlook, Word and Excel.Bilingual (Spanish) preferred.This role has the following physical demands:The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; and talk or hear. The employee frequently is required to sit. The employee is occasionally required to stand and walk.The employee must occasionally lift, pull and move up to 50 pounds. Specific vision abilities required by this job include close vision.Benefits: Company offers a comprehensive benefits package that includes:Referral, Holiday, and Annual BonusesAnnual pay increasesPaid Time OffMedical, Dental, and Vision InsuranceCompany-paid Short Term and Long Term disability;Company-paid Life InsuranceTuition ReimbursementTraditional and Roth 401(k) plans with company matching contributionsCharitable donation matching programsFree, company-sponsored 1-on-1 tutoring for children/dependents of employees in grades k-12, including free tutoring for SAT and ACT tests.
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
The Judge Group Inc., Salt Lake City
Location: Salt Lake City, UTSalary: $30.00 USD Hourly - $35.00 USD HourlyDescription: Customer Service Specialist Location: Salt Lake City, UT Duration: 6+ MonthsJob Description: As a contingent resource, you will actively participate in low to moderately complex initiatives within the Customer Service domain. Your responsibilities will include identifying opportunities for process improvements, reviewing and analyzing basic or tactical Customer Service assignments, and addressing challenges that require research, evaluation, and alternative selection. You'll be dealing with low-to-medium risk deliverables and presenting recommendations for resolving complex situations. While doing so, you'll exercise independent judgment and develop a deep understanding of function, policies, procedures, and compliance requirements. Additionally, you'll provide essential information to client personnel in the Customer Service department.Required Qualifications:At least 2 years of experience in Customer Service, Financial Services, or Contact Center roles, or equivalent demonstrated expertise through work experience, consulting, training, military service, or education.Work Schedule:Monday to Friday, 7:00 AM to 6:00 PMTraining:30 days of onsite trainingRemote Work:After completing training, you'll work 5 days onsite and 5 days remotely.Job Summary: You'll primarily focus on addressing brokerage complaints from CLIENT customers.Top Skills:Series 7 Certification (Must Be Active): You should have an active Series 7 certification or be within the 2-year window for reactivation.Brokerage Operations Experience: Prior experience in brokerage operations is essential.Customer Service Skills: Strong customer service experience is required.Microsoft Products: Familiarity with Microsoft products is beneficial.Verbal and Written Communication Skills: Excellent communication skills are essential. Contact: [email protected] job and many more are available through The Judge Group. Find us on the web at www.judge.com
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.
Customer Service Representative
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 Retail Sales Representative, Accounting Assistant, and Billing and Posting Clerk and others in the Accounting and Finance to apply.
Customer Service Representative
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 General Store Manager, Department Supervisor, and Floor Manager 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.
Customer Service Representative
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.