- Fidelity TalentSource LLC (Westlake, TX)
- …Digital Experience Product Area. We support a unified vision of a seamless associate and client experience where service needs are seamlessly automated, ... integrated, and managed. We are unique due to our impact on both associate and client experiences, so looking for a flexible thinker who can see many… more
- Fidelity TalentSource LLC (Westlake, TX)
- …nonprofit organizations, distributing $11.7 billion to charities in 2023.\u00A0 Our SOAR Associate Program is a springboard to an amazing customer service career ... you can help make a difference! In the SOAR associate role, you will be part of our fun...offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require… more
- Fidelity TalentSource LLC (Westlake, TX)
- Job Description:We believe as a Tax-Exempt Market (TEM) Associate Retirement Planner, you will help educate others toward making appropriate investments solutions. ... will expand relationships with existing clients. We know you will inspire client dedication and engagement in order to develop long-lasting positive relationships… more
- Fidelity TalentSource LLC (Westlake, TX)
- …communication skill opens customers minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. ... success in asking deeper questions to fully understand the client s situation \u00A0Ability and flexibility to work in...offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require… more
- Fidelity TalentSource LLC (Westlake, TX)
- …for a national book of business of Workplace Investing Core Market client relationships within the Concierge segment. The Concierge segment primary focus is ... and Team Leaders to ensure the satisfaction and retention of 4,100+ corporate client relationships with over $126B in assets under administration in partnership with… more
- Fidelity TalentSource LLC (Westlake, TX)
- …of defined contribution. The Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for managing, ... educating, resolving client issues, building relationships and meeting the needs of...produce a satisfactory outcome.The MD is considered the lead associate for the Book of Business with supporting functions… more
- Fidelity TalentSource LLC (Westlake, TX)
- …and analyze plan-specific materials to resolve creative solutions in meeting client s unique communications needs. Routinely develop custom integrated marketing ... campaigns (ie DB) to address client -specific goals. Work as a member of a team...offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require… more
- Fidelity TalentSource LLC (Westlake, TX)
- …story with clear actionable stepsPlay the liaison between our marketing team and the client to ensure our marketing campaigns are understood and agreed to prior to ... updates to participants such as fund or fee changes\u00A0Ensure strong client satisfaction through the seamless execution of effective communications strategies… more
- Fidelity TalentSource LLC (Westlake, TX)
- …Analyst is responsible for providing support in an Agile environment for client advised projects to ensure that the systems are functioning according to ... the Configuration Analyst works within their squad on new client implementations and existing client corporate actions...offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require… more
- Fidelity TalentSource LLC (Westlake, TX)
- …the talent and learning strategy and solutions for aligned segments within Client and Participant Services. You will lead a team of performance consultants ... HR processes and practices to ensure a consistent and comprehensive associate experience.Make informed prioritization and trade-off decisions to deliver value in… more
- Fidelity TalentSource LLC (Westlake, TX)
- …experience (and demonstrated competence, depth, and breadth)\u00A0Prior client implementation and\\or platform migration experience\u00A0Prior requirements ... definition and documentation are a must, and client consultation experience is a plus.\u00A0Ability to independently manage your workload.\u00A0Regulatory and… more
- Fidelity TalentSource LLC (Westlake, TX)
- Job Description:Responsible for helping improve client relationships by working collaboratively to assess their business needs and offering creative solutions ... to identify and develop multi-product sales opportunities within our existing 401(k) client base in collaboration with our WI Relationship Management teams. The DWS… more
- Fidelity TalentSource LLC (Westlake, TX)
- …equivalent preferred3-5 years of experience in financial services and/or client -facing rolePrior experience working with Financial Advisors preferredComfort in ... plans in the Advisor Market and is responsible for client satisfaction, retention and profitability. The MD is responsible...offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require… more
- Fidelity TalentSource LLC (Westlake, TX)
- …adverse incident occurring at Fidelity that could jeopardize investor and/or client confidence, reduce liability due to inconsistent hiring or screening practices, ... of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at… more
- Fidelity TalentSource LLC (Westlake, TX)
- …responsible for providing all business analysis support in an Agile environment for client advised projects to ensure that the systems are functioning according to ... the goals and the work for each sprintDefine and analyze complex client requirement changes for Annual Enrollment and Ongoing ProjectsPerform complex data analysis… more
- Fidelity TalentSource LLC (Westlake, TX)
- …view investment and operations challenges as opportunities and enjoy designing client on-boarding and transition strategies that minimize portfolio disruption and ... 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… more
- Fidelity TalentSource LLC (Westlake, TX)
- …clients build better portfolios. We prefer candidates who were analysts at our client firms and/or analysts at asset management firms. The RoleDeliver value to ... & inspiring manner.Present at Portfolio Construction Institute events and other client speaking engagements.Work alongside business partners in investment product &… more
- Fidelity TalentSource LLC (Westlake, TX)
- …and incorporating modern portal technology ensuring the optimal internal associate experience relating to internal technical information and support across ... other ITSM / CMDB applications (MID Servers, Discovery).Experience with ServiceNow client and server-side JavaScript and ServiceNow APIsFamiliar with the following… more
- Fidelity TalentSource LLC (Westlake, TX)
- …Anticipating, discovering through ongoing interaction with, and prioritizing client / partner needs to serve as their voice ... 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… more
- Fidelity TalentSource LLC (Westlake, TX)
- …movement, trading, and moreAnswer questions and provide resources to deepen client understanding and build confidenceOur Investments in YouOur benefit programs ... 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… more
