- Fidelity TalentSource LLC (Covington, KY)
- … Client Management, Workplace Investing Participant Services and other various operations groups to arrive at client /customer focused solutionsTake an active ... Job Description:Customer Account Resolution Representative & Senior Representative\u00A0RoleThe Customer ...Fidelity) with minimal guidance and work with Internal (Risk, Client Facing, Operations ) and External ( Client… more
- Beacon Hill Staffing Group, LLC (New York, NY)
- My client , a well-established subscription based startup, is seeking a Finance Operations Associate /Accountant to join the team. This is a very exciting ... Accounting Manager. In this role you will record journal entries and prepare account reconciliation for the monthly close. You will also record intercompany entries… more
- Fidelity TalentSource LLC (Boston, MA)
- …top clients and prospects with a focus on business strategy, service model, operations , products & services, and technology. Our mission is to help financial ... help drive confidence, clarity, and results. All while developing relationships across client leadership and with other industry centers of influence. Further, you… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …Manager for Clearing Client Management, you are responsible for a team of Client Managers (CMs) that lead the operations and service experience. You and your ... with pivotal initiatives to progress the service model and maintain client satisfaction, and developing deep relationships with our correspondent clients. In… more
- Segal (Chicago, IL)
- …Sr Associate will be primarily responsible for providing investment operations and consulting support. Responsibilities will include working with members of ... team, and coordination and implementation of firm wide best practices. The Sr. Associate will have client support responsibilities which may include more complex… more
- Staff Management | SMX (Geneva, IL)
- In the role of Account Manager, you will be a leader at the center of the action. Responsible for overall site operations , you will manage annual revenues ... Job Functions Manage and provide guidance to the service team's daily operations Responsible for actively building and maintaining a strong client … more
- Staff Management | SMX (Gardena, CA)
- As an Account Supervisor II, you will oversee the day-to-day management of a shift at a client site including interviewing and orienting new associates. You ... mentor, develop, retain and /or terminate Group Leads and associates Supervise daily operations and run pre-shift meetings Track, evaluate and report associate … more
- Sun West Mortgage Company Inc. (Atlanta, GA)
- …Renovation loans, and inhouse Down Payment Assistance (DPA) designed to address diverse client needs. Position: Account Executive - Angel Ai, Full Time. ... Join the Mortgage Revolution: Ignite Your Career as an Account Executive - Angel Ai! About Us: Industry Leadership:...is an industry leader, known for its commitment to client satisfaction and delivering exceptional service. Angel Ai Technology… more
- Fidelity TalentSource LLC (Boston, MA)
- Job Description:The RoleIn the role of Senior Manager, Sales Enablement and Operations you will partner with key leadership teams across Fidelity Institutional ... initiatives that drive efficiency and bring scale to a client facing organization with 150+ associates! The Senior Manager...offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require… more
- Fidelity TalentSource LLC (Smithfield, RI)
- …in Fidelity s Workplace Investing Customer Solutions Chapter Team Denali, Recordkeeping and Operations Product area, you will be a member of an Agile squad ... functional and dedicated squad members (product, technology, legal, and business operations partners) responsible for delivering specific business goals. In this… more
- Fidelity TalentSource LLC (Durham, NC)
- …& Fund an Account group with the Fidelity s Fund and Brokerage Operations & Technology (FBOT) business unit? FBT Account Management and Asset Movement is ... of a highly collaborative, cross-functional team committed to enhancing our account management and asset movement capabilities within Fidelity's Brokerage Technology… 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...in cross market initiatives and represent Communications, Education and Operations larger scale initiatives. The TeamThe Sr. Communications Production… more
- Fidelity TalentSource LLC (Durham, NC)
- …Defined Benefit domain expertise with a passion for teamwork, innovation and client management. This role is primarily responsible for establishing a team ... complex issues to resolution and work with domain professionals to solution client improvements and enhancements through corporate actions & change orders. The… more
- Fidelity TalentSource LLC (Covington, KY)
- …and coordination of conversion data from prior recordkeepers. Our CDL's work with the client to develop a Conversion Strategy which details how the data will be ... assets to Fidelity, reconciles the trust balances to participants account balances, identifies all variances, and works with the... balances, identifies all variances, and works with the client to resolve differences. The Expertise and Skills You… more
- Fidelity TalentSource LLC (Westlake, TX)
- …Description:The Role The Configuration Analyst is a member of the Health Care Operations Organization. This is an exciting role that offers an opportunity to blend ... responsible for providing support in an Agile environment for client advised projects to ensure that the systems are...offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require… more
- Fidelity TalentSource LLC (Salt Lake City, UT)
- … client support.\u00A0To be effective, you will work closely with Custody Operations , Technology Support, Relationship Managers and Client Service Managers to ... those solutions to Fidelity clients and prospects.\u00A0 The Execution Services Operations team is responsible for identifying and resolving trade breaks,… more
- Fidelity TalentSource LLC (Durham, NC)
- …a fast-paced environment where learning new skills and understanding Edge Security Operations quickly is a key to success.\u00A0 The job involves performing ... techno-manager role in Edge Security Operations areas including Web Application Firewall, Email Security, IDS/IPS, cloud perimeter security, Cyber Incident Response,… more
- Fidelity TalentSource LLC (Jersey City, NJ)
- …within 180 days)Experience with trading securitiesGeneral understanding of New Account proceduresUnderstanding of Securities Processing operations and ... firms and investment advisors) in selling restricted / control securities for their client s pursuant to SEC regulations and insider trading rules, when applicable.… more
- Fidelity TalentSource LLC (Durham, NC)
- …charging individual able to keep up in an exciting and fast-moving security operations team that is engaged in several high-profile security projects to enhance ... cyber investigations. This position works closely with our Perimeter operations to ensure proper rule coverage is in place...exposure to how to proactively combat OWASP top 10, Account take over , API and other bot external… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …the desired proficiencies. This person is a key player in the WI Client & Participant Serviced business unit promoting a positive environment that encourages ... superior performance and exceedingly high client satisfaction. In this role, you will manage the...satisfaction. In this role, you will manage the day-to-day operations of a complex Defined Benefits team (Calculations and/or… more
