Financial Customer Advocate - Onsite Hybrid Role
Fidelity Investments
Fidelity Investments is hiring a Financial Customer Associate for our Salt Lake City site in a full-time onsite capacity. You will help customers navigate 401k accounts, withdrawals, loans, and account maintenance while delivering education and resources to empower financial decisions. This role emphasizes customer service excellence, flexible work arrangements as Fidelity transitions to onsite, and opportunities for mentorship, coaching, and career growth within a supportive team environment. #J-18808-Ljbffr Fidelity Investments
- ...transitioning to a full-time onsite working model through a... ...rollout across regions and roles. Currently, this role is... ....The RoleJoin our team of Customer Relationship Advocates (CRA). This first-of-its-kind... ..., you’ll learn about the financial services industry, apply...CustomerFinancialFull time
$20.35 - $30.97 per hour
...Hybrid Work Peaks Regional Office Full time R182026 Job Description: A Patient Financial Advocate (PFA) provides financial counseling to uninsured/ underinsured patients... ...cycle, patient access or other customer service role. Preferred Qualifications Experience...CustomerFinancialHourly payFull timeWork at officeRemote workMonday to Friday- ...below: Medicaid Eligibility Advocate Job Summary and Qualifications... ..., assessment of patient financial requirements, and counseling... ...case management. In this role you will: Screen and evaluate... ...information management, customer service, payroll and physician...CustomerFinancialTemporary workWork at officeFlexible hours
- ...volume invoice processing, vendor support, and reconciliations while contributing to efficiency and accuracy across financial processes. In this hybrid role, you will engage with internal partners, meet AP goals, and explore opportunities to improve processes. A strong...Financial
- ...guide patients through billing options and financial assistance. You will coordinate with... ...plans, identify billing errors, and support customer service to improve the patient experience... ...while upholding institutional policies. This role supports the SBO centralized team and...CustomerFinancial
- ...sales for our SaaS product, Spectra, targeting financial services and real estate clients in the UK and EU markets. This role involves various responsibilities such as... ...motivated individual driven by results. We offer a hybrid working model, generous holiday, and a...Financial
- Voyager Wealth Advisors, Inc. is seeking a Senior Registered Client Service Associate for a full-time hybrid role in Salt Lake City, UT. The role supports financial advisors by managing client relationships, processing account documentation, and coordinating transactions...FinancialFull time
$62k - $70k
...is seeking a Client Delivery Advocate Analyst to join the Data Solutions... ...an innovative company. The role is a mix of finance and technology. Responsibilities Financial Reporting and Data Aggregation... ...data feed management, creating custom reports based on client-...CustomerFinancialFull timeWork at officeRemote work- ...seeking a Principal Logistics Management Analyst—Level 3 for our onsite Promontory, UT facility. The role directs the efficient flow of goods, services, and information to meet customer requirements and financial objectives, while continuously improving logistics processes....CustomerFinancial
- 6+ Month Contract | Hybrid Schedule | Potential Extension Growing financial services organization seeking a Collections Specialist to support the end-to-end collections... ...best collection strategy Communicate with customers to resolve outstanding balances Investigate payment...CustomerFinancialContract work
- ...Neurovascular division. This is an onsite role based in Fremont, CA or Salt Lake City... ...program and tobacco cessation program. Financial benefits include: Health Savings Account... ...and healthcare outcomes. Alongside its customers around the world, Stryker impacts more...CustomerFinancialFull timeTemporary workFlexible hours
$18 - $20 per hour
A financial services company in Salt Lake City, Utah, is seeking Customer Service representatives. Responsibilities include providing quality service regarding depositor... ...in-office for 90 days, transitioning to a hybrid model. Ideal candidates should have customer service...CustomerFinancialHourly payWork at office- ...Neurovascular division. This is an onsite role based in Salt Lake City, UT. As the... ...program and tobacco cessation program. Financial benefits include: Health Savings Account... ...and healthcare outcomes. Alongside its customers around the world, Stryker impacts more...CustomerFinancialFull timeTemporary workWork experience placementFlexible hours
$75k - $85k
...to join the Data Solutions team in Salt Lake City. The role involves setting up financial software, maintaining client relationships, and assisting... ...years in a related field, a Bachelor's degree, and strong customer service skills. The position offers a base salary of $75...CustomerFinancial- TIAA is seeking a Financial Consultant to provide in-person and virtual counseling on a full... ...beneficiaries, and their representatives. The role starts non-exempt with hourly pay and... ...education on retirement plans, investment options, and customer #J-18808-Ljbffr TIAACustomerFinancialHourly payShift work
$21 per hour
Essential Onsite - Production Operator Coordinator As a Production... .... Success in this role requires the following Excelling... ...runs with emphasis on final customer product and meeting department... ...and inclusive set of health, financial and other benefits that support...CustomerFinancialHourly payFull timePart timeLocal areaMonday to FridayFlexible hoursShift work- ...Lake City, Utah (partial hybrid/remote work option... ...after a one-year initial onsite training period) Schedule... ...4pm Who we are: Albion Financial Group is an investment... ...to provide outstanding customer service to our clients.... ...first 18 months in the AWA role Reliable Team player...CustomerFinancialWork experience placementLocal areaRemote workMonday to Friday
- ...ManagerSalt Lake City, Utah (Hybrid: 3 days onsite, 2 days remote) Industry:... ...operations, marketing, and customer engagement. They are a close... ...growing SaaS business. This role is ideal for someone who is... ...oversight, month-end close, and financial reporting. Reporting to the...CustomerFinancialRemote work
$189k - $230k
...accounting tasks for customers so they can focus on what... ...grow responsibly, advocating for Brex and for the thousands... .... Reimagining the financial system in a highly... ...Where you’ll workThis role will be based in our Salt... ...City office.We are a hybrid environment that combines...CustomerFinancialWork experience placementWork at officeRemote workWork from home- Please Note: This is a Utah-based hybrid position which will require... ..., you will play a key role in designing, building, and operating... ..., sales, product, and customer experience. What You Need to... ...attribution, funnel, retention, financial metrics) Experience with streaming...CustomerFinancialWork at office
$107.9k - $172.64k
...is seeking a Principal Financial Advisor to serve as a strategic... .... This highly visible role goes beyond traditional... ...and plans, leveraging customer and consumer insights... ...Where You'll Work Our Hybrid Flex approach is... ...anystateslistedonthis job posting. Onsite expectations will be...CustomerFinancialWork at officeLocal areaRemote workFlexible hours2 days per week- ...two Help Desk Support Specialists to join a leading financial services firm in Draper, Utah. This role sits within the Enterprise Technology Operations group... .... This is an excellent opportunity for a customer-focused IT professional who enjoys troubleshooting technical...CustomerFinancialWork at office
- ...Hotel Night Auditor in Salt Lake City to manage financial operations and ensure guest satisfaction. This role includes auditing the front desk, addressing guest... ...skills, attention to detail, and a commitment to customer service. Benefits include medical plans, paid time...CustomerFinancialWorldwideAll shiftsNight shift
$135.2k - $306.4k
...Oracle Database. This is a role for engineers who like deep... ...used by demanding enterprise customers at scale. This is not an LLM... ...layer: document processing, hybrid lexical/vector retrieval, query... ...Stock Purchase Plan # Financial planning and group legal #...CustomerFinancialTemporary workFlexible hours- ...transactions. The successful candidate will maintain financial records and provide exceptional customer service. Key responsibilities include addressing customer... .... Benefits include competitive salaries, flexible hybrid arrangements, and comprehensive health plans. #J-188...CustomerFinancialFlexible hours
- ...workflows. You will work directly with customers or agencies to minimize losses... ...documentation are complete. The role requires at least a high school... ...eligibility plus an incentive plan. A hybrid schedule may be available after an initial onsite training period. #J-18808-Ljbffr...Customer
- ...Note: This is a Utah-based hybrid position, which will... ...dealers, contractors and financial service providers serving their customers throughout the United States... ...initiatives. This role drives brand awareness,... ...presence, sponsorships, and onsite experience....CustomerFinancialFor contractorsWork at office
- ...outdoors, America, and most importantly, our customers! We are more than a product and more... ...Rifle Coffee Company is hiring a VP of Financial Planning & Analysis to lead planning, forecasting... ..., and company-operated Outposts. The role owns the full planning architecture —...CustomerFinancialFull timeContract workWork experience placementInterim roleWork at officeShift workNight shiftWeekend work
- ...underutilized right now in your role as an Underwriter? Are... ...in-depth analysis of financial information to assist... .... Collaborate with customers, Business Development... ...lunch and learns, and onsite gym.) Headquartered... ...either a fully Onsite, Hybrid or Remote work model. All...CustomerFinancialCasual workWork at officeLocal areaRemote work
$28.5 - $33 per hour
...deeply understanding our customers' needs. We specialize in... ...Accounting plays a key leadership role within the finance... ...and integrity of financial reporting. This position... ...will be required to work onsite at least 3 days per week on hybrid schedule at Powerblanket...CustomerFinancialFull timeWork at office3 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Customer Advocate - Onsite Hybrid Role. Be the first to apply!
- customer service advocate Salt Lake City, UT
- client advocate Salt Lake City, UT
- advocate Salt Lake City, UT
- domestic violence advocate Salt Lake City, UT
- quality advocate Salt Lake City, UT
- housing advocate Salt Lake City, UT
- health advocate Salt Lake City, UT
- customer experience advocate Salt Lake City, UT
- customer care advocate Salt Lake City, UT
- customer success advocate Salt Lake City, UT


