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We welcome those with experience in jobs such as Field Client Relationship Manager, Accounting Assistant, and Bilingual Customer Service and others in the Accounting and Finance to apply. Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers.
Full-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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Evaluating and assisting in the development of brokerage and custody products and services in collaboration with multiple groups within Fidelity, including product, client experience, risk, compliance, finance, sales, technology, and marketing.
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We welcome those with experience in jobs such as Payroll Specialist, Home Buyer s Consultant, and Field Client Relationship Manager and others in the Accounting and Finance to apply. Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility.
$75,000 a yearExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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We welcome those with experience in jobs such as Accounts Receivable Clerk, Accounting Manager, and Field Client Relationship Manager and others in the Accounting and Finance to apply. In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.
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Data Consulting engages in data quality improvement efforts that span single and multiple product lines (i.e. Health and Welfare, Defined Benefit, Defined Contribution, Stock Plan Services and HR/Payroll) within the implementation and ongoing servicing client lifecycle.
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The Expertise and Skills You Bring Required: 4+ Years of Defined Benefit/Pension Administration experience 2+ years writing SQL preferred Experience using Excel formulas for quick data analysis and data comparisons Ability to translate technical client specifications into data analysis deliverables Strong data analysis skills Experience querying large data sets with optimized SQL code Knowledge of Fidelity’s backend product tables (DBR1, WIDE, Snowflake, etc.
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Certifications: Certified Financial Planner (CFP) - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients.
Full-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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The SVP, Group Manager is responsible for a portfolio of multi-product client relationships including the following services: Defined Contribution, Non-Qualified Plans, Defined Benefit, Equity Compensation, Health Savings Accounts, Managed Accounts, a portfolio of Health Solutions (including Health & Welfare administration), Self-Directed Brokerage, Workplace Consulting and Emerging Products offerings (ex: Student Debt, Workplace Giving.
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The Client Services Manager (CSM) is part of the Client Service Management, DC Plan Services organization and is the primary client facing associate responsible for the operational integrity of the plan.
Full-timeExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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The Expertise We’re Looking For FINRA Series 7 & 63 licensed; Series 65 or 66 licensed (OR ability to acquire series 65/66 upon hire) and Life Insurance license Financial Services experience, we recommend five years Degree and/or other professional certifications such as CFP are helpful The Purpose of Your Role You are providing the highest level of customer service to Fidelity’s most sophisticated and most valued client.
$60,000 - $100,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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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, and delivery. No two days will be the same making this a great role for someone who is looking for variety day to day with a direct to client impact.
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We welcome those with experience in jobs such as Field Client Relationship Manager, Home Buyer s Consultant, and Senior Accountant and others in the Accounting and Finance to apply. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.
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Their purpose is to lead these associates to help customers understand the benefits of our Fidelity Wealth Services offering, Partner to find the best client solutions with the FCs we support, increase client satisfaction, and reduce overall risk to the firm through compliance oversight.
ExpandApply NowActive JobUpdated 14 days ago - UpvoteDownvoteShare Job
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We wee those with experience in jobs such as Accountant, Field Client Relationship Manager, and Home Buyer s Consultant and others in the Accounting and Finance to apply. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off,muter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.
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You will report to the Head of Brokerage Risk and be responsible for advancing critical components of our risk governance program covering a wide array of brokerage products and services, brokerage operations, retail client services, and digital product and engineering initiatives.
$100,000 - $169,000 a yearFull-timeExpandApply NowActive JobUpdated 4 days ago
client services jobs Company: Fidelity Investments
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