- Fidelity TalentSource LLC (Westlake, TX)
- …degree or 2 years of work-related experienceOne or more years customer service and processing experience recommendedExcellent interpersonal and leadership ... the Financial Services industry.\u00A0 These accounts may include mutual fund and brokerage accounts, as well as retirement and non-retirement accounts for Retail,… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …services, or processesExperience with brokerage products and services, brokerage operations, or client service operations including familiarity with ... Job Description:The RoleThe Brokerage Risk team advises Fidelity s dynamic individual investor businesses building lifetime relationships with self-directed clients… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …tangible business results. The TeamThe Operations & Services Group (OSG) provides superior customer service to Fidelity s brokerage businesses through ... Job Description:Are you a highly analytical professional with Brokerage Operations experience looking for a new opportunity? Agency Lending Corporate Actions is… more
- Fidelity TalentSource LLC (Westlake, TX)
- …Modernization program, adopting a Fintech attitude to help build the next generation brokerage platform as a service based on event-driven processing and ... practices (preferably GitHub, Jenkins, Stash, Artifactory, Terraform etc.)\u00A0The TeamThe Brokerage Recordkeeping, Margin, Compliance and Customer Communications… more
- Fidelity TalentSource LLC (Durham, NC)
- …the Modernization program, adopting a Fintech mindset to help build the next generation brokerage platform as a service based on real-time processing and ... Trade Processing Product area is part of the Core Brokerage Platform Domain. This product area is playing critical...will help us solve real-life problems and meet real customer needs. You ll be helping us build things,… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …Lead, Analyst and Leadership The Expertise and Skills You Bring Customer Service or Problem-Solving experience\u00A0preferredCollege Degree or equivalent work ... enough to immerse yourself in the sophisticated world of brokerage operations. Your mission: To learn, analyze problems and...and customers. Your reward: To excel at providing award-winning service and problem solving every day. In the role… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …processing related to traditional payment methods (ie bank wire, ACH and checks), brokerage account cash management features (ie customer check writing, ACH ... for Treasury division \u2018s resiliency/continuity planning. Responsibilities include:Provide outstanding service and support to our diverse customers.Assist defining the… more
- Fidelity TalentSource LLC (Charlotte, NC)
- …of products and services, innovative investment tools and research, a coordinated brokerage and trust platform, and dedicated client service professionals all ... institutional clients thrive by growing their businesses, more effectively meeting customer needs, and improving operational efficiency and profitability. The Vice… more
- Fidelity TalentSource LLC (Covington, KY)
- …and understanding of general financial planning concepts, including managed solutionsDemonstrated customer service and relationship management skills The Purpose ... leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a world-class investment platform. We empower… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …The Team Fidelity Institutional Client Experience Division (CE) provides outstanding customer service to Fidelity's Clearing correspondent broker-dealer clients ... are responsible for a team of Client Managers (CMs) that lead the operations and service experience. You and your team's day to day role is primarily focused on… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …business results. The Team The Operations & Services Group (OSG) provides superior customer service to Fidelity s brokerage businesses through innovation, ... fast-paced team environment. The Expertise and Skills You Bring8+ years of Brokerage Operations experience required.FINRA Series 7 required; within 90 days of… more
- Fidelity TalentSource LLC (Newport Beach, CA)
- …CFP are helpful The Purpose of Your RoleYou are providing the highest level of customer service to Fidelity s most sophisticated and most valued client. Through ... consultationsYou have a passion for delivering thoughtful & trustworthy service to clients seeking a personalized high-touch relationshipYour subject matter… more
- Fidelity TalentSource LLC (New York, NY)
- …63 & 65 and Life Insurance licenses are requiredFive or more years of customer service experience in the Financial Services industryBachelor s Degree preferred ... of Your RoleYou are providing the highest level of customer service to Fidelity s most sophisticated...needs, to include mutual fund inquiries, asset allocation discussions, brokerage needs, basic tax-free and deferred investments, trust and… more
- Fidelity TalentSource LLC (Fairfield, CT)
- …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 levels of customer happiness. By educating the local market, you will drive national initiatives and grow local business through in-branch customer … more
- Fidelity TalentSource LLC (Durham, NC)
- …part of the core team responsible for designing and developing microservices which can service large volume of data and to be able to integrate with other ... build the modern data platforms and data access layer using service -oriented architecture principles.\u00A0The Expertise and Skills You BringDegree in Computer… more
- Fidelity TalentSource LLC (Phoenix, AZ)
- …You will partner with the team to consistently deliver high levels of customer satisfaction, growing Personal & Workplace Investments business in your region, client ... opportunities and driving crossover relationships.\u00A0\u00A0The\u202FSkills\u202FYou Bring\u00A0Your demonstrated knowledge of brokerage , insurance, money management, estate planning, financial planning and… more
- CHARLESGATE (Boston, MA)
- …our clients. An amazing and unique opportunity to expand your general brokerage business and grow within our New Development Sales business unit. Expectations ... Record and organize lead follow up, sales activity, and customer tracking data in our CRM software and other...content on your personal social media. + Engage the co- brokerage community to encourage showings and sales, including but… more
- Penske (Chicago, IL)
- …- Strong written/ verbal communication skills required - Valid driver's license - Excellent customer service and phone skills - Ability to learn new concepts, ... and existing customers. The Account Executive will develop and manage their individual customer portfolio and work in a team environment. Business is generated thru… more
- Penske (Chicago, IL)
- **Position Summary:** The Director of Sales of Brokerage is responsible for leading the sales effort for a team of sellers or sales managers within Penske Logistics ... Brokerage . The Director of Sales of Brokerage ...upon contract expiration, as well as identify opportunities for customer growth in new geographic locations, new industries, or… more
- Randstad US (Minneapolis, MN)
- …following: + Front desk and greeting of clients for the Advising team + Customer service , including answering calls and some email inquiries + Administrative and ... brokerage client assistant. + minneapolis , minnesota +...+ $19 - $22 per hour + temporary + associate degree + category business and financial operations occupations… more
