- Careerbuilder-US (Des Moines, IA)
- …products to clients effectively Develop new relationships through warm client account lists. Education & Experience: Associate degree or higher, or ... to clients, offering comprehensive product knowledge and solutions. Provide exceptional client service through consistent and proactive engagement. Competitively… more
- Fidelity TalentSource LLC (Westlake, TX)
- …and reach out when we have viable a position open.The Role The Client Service Representative (CSR) supports Registered Investment Advisors (RIAs) that custody ... based on a service tier, which consists of dedicated lines of businesses and client service managers. You will work on all service and operational… more
- Paladin Consulting, Inc (Chelsea, MA)
- …school or equivalentJob Description &Responsibilities : Provides dedicated support to all Client Associate positions, but does not perform managerial HR tasks ... Paladin Consulting is currently hiring an Account Support Rep (ASR) Level 1to join our...transportation Skills & Qualifications : 3+ years experience delivering services in a client environment Full range… more
- Fidelity TalentSource LLC (Durham, NC)
- …of the RA Service Team, working closely with both product and the client account management teams to provide your assigned clients with the highest quality ... to current clients. \u00A0The Expertise You Have 7-10 years experience of consultative client account management with proven ability to build and maintain … more
- Hired by Matrix (South Jordan, UT)
- …ready to build your career by joining a global financial institution? If so, our client is hiring a Cost Basis Reporting Associate . What You'll Do: Perform ... to enhance organizations' team capacities for over three decades. As a full- service search firm, we partner with companies across industries, including Financial … more
- Fidelity TalentSource LLC (Smithfield, RI)
- …If so, we are excited to speak with you about a Manager, Global Client Services role focused on supporting the retention and growth of Fidelity ... The Purpose and Value of Your Role The primary goal of the Manager, Global Client Services is to maintain an existing book of business and help drive… more
- Fidelity TalentSource LLC (Salt Lake City, UT)
- …the needs of our Asia based participants.\u00A0 The Purpose of Your RoleAs an associate in Stock Plan Services , you will partner with Fidelity Workplace ... Job Description:Stock Plan Services is looking for interested applicants who are...innovation and invests in you with key product and service offerings, groundbreaking technology, and a world-class platform. \u00A0We… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …Description:The Role \u00A0Are you waiting for your opportunity in the investment services industry? Are you curious about sophisticated topics such as mutual funds, ... dots for business partners and customers. Your reward: To excel at providing award-winning service and problem solving every day. In the role you will hone your… more
- Fidelity TalentSource LLC (Boston, MA)
- Job Description:The RoleAs key members of the Managed Account Investment Product team we are responsible for partnering with investment and distribution partners to ... with a focus on single asset class, multi-asset class, and multi- account solutions offered to retail, workplace, or institutional investors.Another important role… more
- Fidelity TalentSource LLC (Smithfield, RI)
- …Technology, Human Resources and Finance, you will drive initiatives that enhance our custody client service model and deliver on KPI goals. You will report to ... service /operations.Knowledge of FCCS RIA custody: clients, products, and client experience operationsUndergraduate degree is required; MBA is strongly… more
- Fidelity TalentSource LLC (Tampa, FL)
- …Worth RepresentativeWe have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater Tampa, FL Metro area! While you will ... broad-based knowledge and understanding of general financial planning conceptsProven customer service , client support and problem resolution skillsAbility to… more
- Fidelity TalentSource LLC (Las Vegas, NV)
- …Worth Representative\u00A0We have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater Las Vegas, NV Metro area! While ... broad-based knowledge and understanding of general financial planning conceptsProven customer service , client support and problem resolution skillsAbility to… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …is a key member of the Health & Welfare (HW) Platform Migrations team that services Fidelity clients. The role provides for the ability to work in a growing Health ... Welfare benefits administration landscape.The Director- Center of Excellence Strategic Client Data will utilize their organizational, managerial, and project manager… more
- Segal (Boston, MA)
- …actuarial exams passed with active progression to credentialed status (ASA preferred).Strong client service skills and technical expertise. A big picture ... product, managing projects, mentoring/guiding others, providing technical support on complex client projects and related actuarial issues.The Pension Associate … more
- Fidelity TalentSource LLC (Merrimack, NH)
- …development How Your Work Impacts the Organization \u00A0Fidelity s healthcare administrative services are backed by the service , trust, and experience that ... manager skills to ensure the best outcomes for our client , their participants and Fidelity. The Expertise We re...data exchange files6-8 years of Health and Welfare benefits service experience6-8 years working with Health Care vendor and… more
- Entrepreneurial Business Firm (Philadelphia, PA)
- …is unparalleled anywhere else! We are looking for our Business Development and Customer Service Associate to be a highly dedicated professional to perform ... every interaction. Responsibilities As A Business Development and Customer Service Associate : Work directly with customers to...to bolster sales revenue Become an expert in all client 's products and services to stay ahead… more
- INTERVIEWING NOW (Silver Spring, MD)
- …and development for all! Currently, we are seeking someone to fill the Customer Service Associate position. This ideal candidate will assist and provide support ... internal training and the support of the product and service knowledge on behalf of the client ,...highly-driven and goal-oriented candidate we are looking for! Customer Service Associate 's are guaranteed in the following:… more
- Segal (New York, NY)
- …* Participating in the design and implementation of compensation and career strategies, services and processes in client organizations that will include (but is ... trusted advice that improves lives? Our opportunity may be for you! Our client teams and project experiences involve extensive client -facing opportunities and… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …Solutions conversationsSet up targeted appointments while identifying opportunities to address client needs related to products and services Our Investments ... leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional… more
- Fidelity TalentSource LLC (Boston, MA)
- …We are a fast-growing business within Fidelity, providing a broad range of services that touch on every area of benefits design, strategy, funding, communication, ... 3-5 actuarial exams completedKnowledge of benefit program design, legislative, account and regulatory requirements (IRS/DOL/FAS/PBGC/ERISA/409A/PPA) The Skills You Bring… more
