- Fidelity TalentSource LLC (Covington, KY)
- …preferredExperience working directly with plan sponsors as part of a client service team or supporting functionFINRA Series 7 and 63 licenses or attained ... outstanding customer service as a key member of the client service team, contributing to team and/or cross-organization projects.Ensuring strong client … more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …The Skills You Bring You will have outstanding interpersonal and client service skills\u00A0Shown success in developing strong professional ... and maintain deep client relationshipsDriving strategic initiativesOptimizing the client service experienceImproving operational efficiencyServing as a … more
- Fidelity TalentSource LLC (Smithfield, RI)
- Job Description:Are you interested in building a career focused on Client Management?\u00A0 Can you work collaboratively with colleagues across the globe to help ... excited to speak with you about a Manager, Global Client Services role focused on supporting the retention and...years of product and industry experience Fidelity experience desirableFINRA Series 7 and 63 required or must be obtained… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 and 63 licenses, fully paid for and sponsored by Fidelity. ... training you need to develop the skills needed to service our customers and study for your FINRA licensing...you to engage with customers while taking the SIE, Series 7 Top Off and Series 63… more
- Fidelity TalentSource LLC (Bellevue, WA)
- …relationshipYour subject matter expertise will be used to address unique and complex client service requestsYour appreciation for working in a dynamic and ... Job Description:Wealth Management Planning ConsultantFor you, client interactions aren t just transactions. They re...Management Planning Consultant. The Expertise We re Looking ForFINRA Series 7 & 63 licensed; Series 65… more
- Fidelity TalentSource LLC (South Bend, IN)
- …Relationship Manager team company wideBeing responsible for the client contact strategyBuilding long-lasting meaningful relationships with clientsCertifications: ... your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting,...every single day.\u00A0 The Expertise We re Looking ForFINRA Series 7 & 63 licensed; Series 65… more
- Fidelity TalentSource LLC (Oakdale, MN)
- …leader in innovation and invests in you with key product and service offerings, groundbreaking technology and a world-class investment platform. We empower ... clients.The Expertise We re Looking ForPrevious success in salesFINRA Series 7 & 63 licensed; Series 65...to present complex solutions or products to a knowledgeable client base while building rapport and credibilityDegree and/or other… more
- Fidelity TalentSource LLC (Tampa, 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 Tampa, FL Metro area!...and your family strike the right balance. Learn More:\u00A0\u00A0Dynamic WorkingCertifications: Series 07 - FINRA, Series 63 -… more
- Fidelity TalentSource LLC (Chicago, IL)
- …knowledge and understanding of general financial planning concepts\u00A0Proven customer service , client support and problem resolution skills\u00A0Ability to ... Representative\u00A0We have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater Chicago Metro area! While you will work… more
- Fidelity TalentSource LLC (Westlake, TX)
- …leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional ... skill opens customers minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships...training you need to develop the skills needed to service our customers and study for your FINRA licensing… more
- Fidelity TalentSource LLC (Fairfield, CT)
- …of management within a financial services environment is helpfulWe require an active Series 9/10, 7 and 66 licenses The\u00A0Purpose of Your RoleOur mission in the ... branch is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high… more
- Fidelity TalentSource LLC (Oakdale, MN)
- …tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needsLeveraging technology, you can ... one-on-one appointments to make the best use of the client s time, as well as plan for post-appointment...on needs and financial complexitySeries 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred,… more
- Fidelity TalentSource LLC (The Woodlands, TX)
- …you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build ... through wealth management and retirement planning strategies The\u00A0Expertise\u00A0We re Looking ForFINRA Series 7 & 63 required prior to hireSeries 65 and/or 66… more
- Dexian - DISYS (Salt Lake City, UT)
- Title: Customer Service Specialist (Complaint Resolution)Address: Salt Lake City, UT 84116Pay Rate: $33-$34/hrShift: M-F, 8:00am-4:30pm 30 days of training onsite - ... work remoteDuration: 6-12 month contract, Conversion/Extension EligibleJob Description:Operational and service complaints are on a variety of subject matter anything… more
- Fidelity TalentSource LLC (Friendswood, TX)
- …Expertise We re Looking ForWe ask that you have sales experience in the financial service industryWe require a Series 7 & 63 and will allow study time ... to obtain the Series 66 & Insurance licenses within 6 months of...and effective follow up skillsPartnering with branch consultants in client appointments to support the introduction and implementation of… more
- Fidelity TalentSource LLC (Bethesda, MD)
- …of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. ... The Expertise We re Looking ForCustomer service , phone, or financial services experience will prepare you...the FINRA licensing material and work to obtain the Series 7 and 66 licensesDegree and/or other professional certifications… more
- Fidelity TalentSource LLC (Chicago, IL)
- …and estate planning to individuals while maintaining a high level of superior service to drive client loyalty. The Skills\u00A0You BringAbility to execute key ... within 6 months of hireMinimum 12 years of financial service experience, to include complex planning and sophisticated product...comprehensive wealth and financial plan intended to organize the client s finances and plan for future goals and… more
- Fidelity TalentSource LLC (New York, NY)
- …consultationsYour subject matter expertise will be used to address unique and complex client service requestsAbility to work in a dynamic, fast-paced and ... Job Description:For you, client interactions aren t just transactions. They re...Insurance licenses are requiredFive or more years of customer service experience in the Financial Services industryBachelor s Degree… more
- Fidelity TalentSource LLC (Boston, MA)
- …marketplace. This role has a goal of educating influencers, consultants and service providers on Fidelity s solutions while generating lead activity, growing sales, ... of time that supports each relationship. On active searches, work closely with client team to develop strategy and implement with the center of influence… more
- Fidelity TalentSource LLC (Westlake, TX)
- …up tiering relationships based on risk mitigation plans.Support the team(s) to improve client service delivery and advance individual client action plans ... tenured team of professionals.Tried negotiation skills spanning sophisticated financial and service delivery related topics, both internal and client … more
