- Fidelity TalentSource LLC (Miami, FL)
- …broad-based knowledge and understanding of general financial planning conceptsProven customer service , client support and problem resolution skillsAbility to ... exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater Miami Metro area! While...part of our culture. We offer virtual interviewing and onboarding , as well as access to our virtual training… more
- Fidelity TalentSource LLC (Las Vegas, NV)
- …broad-based knowledge and understanding of general financial planning conceptsProven customer service , client support and problem resolution skillsAbility to ... exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater Las Vegas, NV Metro...part of our culture. We offer virtual interviewing and onboarding , as well as access to our virtual training… more
- Fidelity TalentSource LLC (Bellevue, WA)
- …clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with ... to acquire series 65/66 upon hire1-3 years in financial services with an emphasis in providing an excellent customer...social skills and the ability to deliver highly personalized service to each clientAbility to find success in a… more
- Fidelity TalentSource LLC (Seal Beach, CA)
- …provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, ... and develop an engagement strategy that supports each client s unique planning needs. Through your integrity and adoption of Fidelity s client commitment… more
- Fidelity TalentSource LLC (Irving, TX)
- …tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needsLeveraging technology, you can ... Job Description:Investment Consultant You joined the financial services industry to make a difference in the...one-on-one appointments to make the best use of the client s time, as well as plan for post-appointment… more
- Fidelity TalentSource LLC (Edina, MN)
- …leader in innovation and invests in you with key product and service offerings, groundbreaking technology and a world-class investment platform. We empower ... to present complex solutions or products to a knowledgeable client base while building rapport and credibilityDegree and/or other...not fail due to a lack of training or onboarding !The Value You DeliverNo longer spending time on cold… more
- Fidelity TalentSource LLC (Palo Alto, CA)
- …long-lasting positive relationships with Fidelity. The Expertise We re Looking ForCustomer service , phone, or financial services experience will prepare you for ... and passion to engage with clientsAn aptitude to assess client needs and identify opportunitiesRemarkable attention to detail and...not fail due to a lack of training or onboarding !The Value You DeliverA key member of the team,… more
- Beacon Hill Staffing Group, LLC (Washington, DC)
- Our client , a non-profit focused on women's healthcare, is seeking a temporary Human Resources Coordinator. This person will support their HR department in ... leave of absence programs and Workers' Compensation Claims, ensuring regulatory compliance.Support the recruitment process by coordinating interviews, phone screens,… more
- Fidelity TalentSource LLC (Tampa, FL)
- …your peers is an important part of our culture. We offer virtual interviewing and onboarding , as well as access to our virtual training and support. You ll have full ... in partnership with our advisor teams, you will build the path to an enhanced client experience and explore ways we can deepen and expand the relationship we have… more
- Fidelity TalentSource LLC (Lincoln, NE)
- …to arrive at the right solution for the client \u00B7\u00A0\u00A0\u00A0\u00A0\u00A0\u00A0\u00A0 Demonstrating excellent customer service skills with ... working from home? If so, consider joining our customer service team. We re hiring great people with a...financial support to our customers world-wide.\u00A0 All training and onboarding support is provided in English, with the possibility… more
- Fidelity TalentSource LLC (Madison, WI)
- …your peers is an important part of our culture. We offer virtual interviewing and onboarding , as well as access to our virtual training and support. You ll have full ... colleagues alike. You will help expand Fidelity s customer base and client relationships by carefully profiling customers needs and positioning investment strategies… more
- Morgan Stanley (New York, NY)
- We're seeking someone to join our team as a Client Onboarding Regulatory Services Director as part of the New Client New Business team who will be ... to diversifying its workforce (M/F/Disability/Vet). **Job:** **Other* **Title:** * Client Onboarding and Regulatory Services Director (AVP)* **Location:**… more
- Scotiabank (New York, NY)
- …matters pertaining to Regulatory Controls as they manifest across the client onboarding process. Provides oversight over related policies, procedures and ... will coordinate heavily with stakeholders, including Compliance, Operations, Internal Control, Client Onboarding , Global Regulatory and Compliance Technology… more
- S&P Global (New York, NY)
- …solution for counterparties to manage the onboarding workflow by sharing client , tax, regulatory , constitutional documents, and data to support account ... closely with the Sales, Operations, Technology / Product team across Regulatory Compliance. **Responsibilities and Impact:** Our comprehensive services bring… more
- SMBC (New York, NY)
- …and we are a leading market-maker in several markets. Reporting to the Capital Markets - Client Onboarding Team Leader, the Client Onboarding Analyst is ... business, as well as those incoming; where applicable, remediate client regulatory profiles due to changes in...procedure updates. + Assist in the creation of a Client Onboarding Desktop Procedures to ensure that… more
- Citigroup (Getzville, NY)
- … process and the overall quality of client /customer data. Client Onboarding is part of the Data and Regulatory Operations department within the ... + Bachelor's/University degree or equivalent experience **Job Family Group:** Customer Service **Job Family:** Institutional Client Onboarding **Time… more
- BlackRock (Wilmington, DE)
- …Client Experience Delivery-** client -facing teams orchestrating all aspects of service delivery, and onboarding teams bringing new business onto our ... & products, respectively, ** Client Experience Operations-** core client operations teams driving reporting, billing, and onboarding... Client Business teams to deliver an elite client service experience for new and existing… more
- JPMorgan Chase (Plano, TX)
- …the top five "World's Most Admired Companies," As a Control Manager Analyst in Client Onboarding & Documentation (CO&D), you will be responsible for managing the ... and ensuring compliance with operational policies, control procedures, and legal/ regulatory requirements. The controls data will support the end-to-end Wholesale… more
- Motion Recruitment Partners (Irving, TX)
- Merchant Onboarding Specialist Irving, TX **Onsite** Contract $45/hr - $50/hr Our client is seeking a Merchant Onboarding Specialist for a 6+ month contract ... digital communication tools. **Desired Skills & Experience** + Familiarity with the food service landscape and regulatory environment in Florida, Texas, or other… more
- Publicis Groupe (New York, NY)
- …or just an all-around nice person, let's chat. **Job Description** The Manager, Regulatory Review is responsible for ensuring regulatory submissions follow the ... also supports others in the dept by reviewing submissions, training and onboarding staff, identifying ways to improve process and efficiencies, and alerting others… more
