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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.
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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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Eagerness to learn and build a career in financial services. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs.
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Financial Services Representative. Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment.
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One to three years of experience in a similar role, preferably within a financial services environment. As a Financial Paraplanner/Client Support Specialist, you will play a crucial role in the client service operations of our Private Client Group.
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We assist companies and non-profit organizations in delivering benefits to their employees. Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills.
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Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity.
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During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center.
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Job Description: Financial Services Representative. 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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Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling.
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We welcome those with experience in jobs such as Financial Analyst, Bilingual Customer Service , and Payroll Specialist and others in the Accounting and Finance to apply. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.
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Assists new and continuing students in all student services processes for admissions, placement testing, registration, academic and financial aid probation/suspension status, veteran services, international education programs, career services, students needing special assistance, transfer requirements and corresponds with students to resolve problems related to student services functions.
$18.48 - $23.12 an hourPart-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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The Care Manager, Telephonic Nurse Assistant 2 receives inbound calls from members; calls may include providing reminders of preventive screenings, assists with transferring calls to nurses, and answer general questions from members.
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At VMF, we encourage holistic wellness with physical, nutritional, social, financial, spiritual, and occupational programs available online or in-person for team members. Our newly renovated Home Office campus offers an onsite restaurant, onsite fitness facility with full gym, in-person and virtual workout classes, yoga/barre studio, volleyball, and basketball courts, walking paths, and a disc golf course.
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Weed Man Lawn Care is seeking a Remote Sales Call Center Representative to join our team in Holt, MI. As a leading provider of lawn care services, we are dedicated to delivering exceptional customer experiences.
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financial services in person inbound calls jobs Company: Edfinancial Services Llc in Arlington, Tennessee
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