- Fidelity TalentSource LLC (Columbus, OH)
- …can help you with classes to obtain it The\u00A0Purpose\u00A0of Your RoleWe fully support you with an open architecture product platform and top resources in the ... financial industry, while you nurture relationships with an existing client base. Your keen focus, motivational skills and leadership...skills and meticulous planning allows you to mentor and support your customers as they look to reach their… more
- Fidelity TalentSource LLC (Orange, OH)
- …to the primarily role of conducting financial planning interactions, you will support the overall client relationship by using innovative technologies, such ... Job Description:Planning ConsultantThrough your integrity and adherence to Fidelity s client commitment standards, we know you will inspire client dedication… more
- Fidelity TalentSource LLC (Chicago, IL)
- …Description:We are seeking an experienced individual to lead Fidelity s Credit Alternatives Financing function. The successful candidate will bring strong subject ... matter expertise in a variety of credit investment products, leverage modelling, third party negotiations and...strategy for assessing, implementing and portfolio financing activities in support of Fidelity s Direct Lending (and other relevant)… more
- Fidelity TalentSource LLC (Smithfield, RI)
- …Vice President, Alternatives Business Development role in Fidelity s Institutional Client Group (ICG) organization!\u00A0ICG is the institutional distribution arm of ... for an experienced financial services professional who has experience in alternative credit . The ideal candidate will require a growth mindset, investment acumen and… more
- Fidelity TalentSource LLC (Durham, NC)
- Job Description:RoleThe Client Services Manager (CSM) demonstrates strong client consulting skills and deep knowledge of Health and Welfare plan provisions, ... regulatory, compliance and client provisional nuances. Under minimal direction, the CSM serves...yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- Job Description:The Role As a Manager for Clearing Client Management, you are responsible for a team of Client Managers (CMs) that lead the operations and ... with pivotal initiatives to progress the service model and maintain client satisfaction, and developing deep relationships with our correspondent clients. In… more
- Fidelity TalentSource LLC (Durham, NC)
- …our clients from post-sale implementation and onboarding into ongoing service and support . You will provide administrative services and serve as the primary ... you may also assist with \u00A0Health Savings Account questions. You will support large corporate clients with exceptional quality and satisfaction. You will also… more
- Fidelity TalentSource LLC (Greenwood Village, CO)
- …support , compliance, and reporting services.Provide day to day stock plan administration support to client , may include loading new grants, handling equity ... data conversation, navigating tasks assigned to clients, and provide project management support on their behalf.Administers client s Employee Stock Purchase Plan… 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...our global distribution network.\u00A0 In this role you will support an experienced US-based Sales and Relationship Management team… more
- CohnReznick LLP (Chicago, IL)
- …and quantify research credit claims Assist in exam defense through IDR support , exam analysis, and client management Assist in drafting opinion letters, ... We currently have an exciting career opportunity for aR&D Credit Services - Senior Associate to join...to join our National Tax practice.YOUR TEAM.This position will support the R&D Credit Services Team, which… more
- Fidelity TalentSource LLC (Boston, MA)
- …to the Women s Product Area Leader.The CL directly manages a team of Client Solution Consultants (CSC). These associates are focused on driving the work forward in ... to:Train and develop programs as well as hands on support so that chapter members reach their highest potential...offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …FINRA Licenses are preferred but not required. The Team As a member of the Client Experience Team, you will take on the role of a Brokerage Operations Rep. You ... benefits include comprehensive health care coverage and emotional well-being support , market-leading retirement, generous paid time off and parental leave,… more
- Fidelity TalentSource LLC (Westlake, TX)
- …and a premier investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire ... skill opens customers minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships...You are growing.\u00A0From day one you ll have the support and structure to plan for your future at… more
- Fidelity TalentSource LLC (Durham, NC)
- …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...yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering… more
- Fidelity TalentSource LLC (Minneapolis, MN)
- …knowledge and understanding of general financial planning conceptsProven customer service, client support and problem resolution skillsAbility to effectively ... opportunity for a remote, licensed High Net Worth Service Associate in the Greater Minneapolis Metro area! While you...as well as access to our virtual training and support . You ll have full access to work from… more
- Fidelity TalentSource LLC (Las Vegas, NV)
- …knowledge and understanding of general financial planning conceptsProven customer service, client support and problem resolution skillsAbility to effectively ... opportunity for a remote, licensed High Net Worth Service Associate in the Greater Las Vegas, NV Metro area!...as well as access to our virtual training and support . You ll have full access to work from… more
- Fidelity TalentSource LLC (Salt Lake City, UT)
- …technology, and a world-class platform. \u00A0We empower professional growth, flexibility and support a culture of diversity and inclusion along with work life ... career path full of professional rewards. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. The… more
- Fidelity TalentSource LLC (Lincoln, NE)
- Job Description:Financial Customer Associate - Bi-Lingual Omaha, NE Area only Are you looking for a career where you will make a difference in people s lives while ... customers in Spanish.\u00A0 We have multiple Spanish teams that provide financial support to our customers world-wide.\u00A0 All training and onboarding support … more
- Fidelity TalentSource LLC (Boston, MA)
- …advisory services for select strategic initiatives and modernization efforts. The Senior Associate role will deliver significant value to the business by assessing ... findings and improvement opportunities noted with the GFC workstream teams and client contactsEffectively manage assigned deliverables in a timely manner and holds… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …in Merrimack & Raleigh. You will also be working closely with members of the client service teams and H&W Operations team to resolve client and participant ... yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering...offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require… more
