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<h3>Job Description:</h3><h3>Financial Representative</h3>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.<h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.<h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer ServiceFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity Investments

Financial Representative - Raleigh, NC

<h3>Job Description:</h3>Customer Services Representative II- Digital Assets12 month Fixed Term ContractDo you want to work for a fast-paced, growing organization where impactful people make the difference? Do you thrive on providing exceptional client service? Join us as a Client Service Representative where you will be the key contact in servicing, educating, and resolving day-to-day service and operational needs for customers.The Purpose of Your RoleFidelity Digital Asset® Services is a growing business unit that is focused on bringing emerging concepts to life in the digital asset arena and delivering those solutions to customers and prospects. The Client Service Associate II (CSA) will work within a team structure focused on providing a world-class experience for Fidelity digital asset customers. You will focus on customer satisfaction with specific attention in the areas of overall customer experience, providing technical expertise, problem resolution, and process improvement. CSAs are expected to have strong commitment to teamwork and shared success of the organization.To be effective, you will work closely with the Customer Service team as well as the broader FDAS team including Technology, Operations, etc., to drive customer satisfaction by developing a deeper understanding of their service needs and opportunities. You will also deliver expertise regarding key industry topics that include product, platform, technology, operations, and business management principles. In addition, you will serve as a subject-matter expert in consultation with a wide variety of internal business partners in support of Fidelity’s digital asset capabilities. With your knowledge and commitment, you will become a collaborative and resourceful member of the FDAS team, sharing best practices and creating an outstanding customer experience.The Expertise We’re Looking For<ul><li>Bachelor’s Degree or equivalent experience</li><li>1-2 years of customer service experience in the financial services industry</li><li>Relationship building skills across team, business unit, and national peers</li><li>Familiarity with market mechanics and customer order flow</li><li>Familiarity with digital assets and their unique characteristics</li><li>Demonstrated ability to identify and mitigate potential areas of risk</li><li>Experience consulting and partnering with range of internal business partners</li></ul>The Skills You Bring<ul><li>Your excellent interpersonal, verbal, and written communication skills</li><li>Your ability to work well on teams and in fast-paced, cross-collaborative environments</li><li>Your ability to think analytically and deliver solutions to complex challenges</li><li>Your proven ability to build and leverage internal and external resources</li><li>Your passion for innovation</li><li>Your success in navigating and thriving in a dynamic, growing business</li><li>Ability to teach clients and business partners how to use digital assets trading tools</li><li>Flexible hours, which may include evenings and weekends</li><li>Strong organizational, planning, and time management skills</li></ul>The Value You DeliverAt Fidelity, collaboration isn’t just about working together, but also about improving lives together. Our success as a firm is due to the personal responsibility and pride that our associates take in getting things just right, and the compassion that drives us to go the extra mile for our customers and each other. Included in the value that you’ll deliver are:<ul><li>Meeting operational goals while maintaining a ‘customer first’ mentality</li><li>Optimizing the customer experience and developing long term relationships and partnerships</li><li>Providing exceptional service to customers by executing their requests in an accurate and timely manner</li><li>Driving high satisfaction, quality, and efficiency for both the customer and Fidelity</li><li>Delivering superior results quickly and efficiently, utilizing effective time management skills</li><li>Driving innovation through curiosity and comprehensive understanding of business processes and challenges</li><li>Support broad enterprise functions by providing expertise in digital assets</li><li>Ability to provide customer solutions to complex operational or trading inquiries</li></ul>How Your Work Impacts the OrganisationFidelity Digital Asset Services is an emerging business unit, dedicated to serving existing customers as well as a growing new customer base within the Fidelity enterprise. This role represents an exciting opportunity to help build Institutional relationship capabilities within FDAS and help bring the vision for the future to life.For more like this search "Digital Assets"<h3>Category:</h3>Customer Service

Customer Services Representative II- Digital Assets

<h3>Job Description:</h3>Financial Services Representative Have a passion for helping people? 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. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 &amp; 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. 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. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.What to expect…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.<ul><li>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. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.</li><li>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. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.</li><li>Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.</li></ul>Advantages of our career development experience…<ul><li>You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.</li><li>You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</li><li>You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.</li><li>You get variety. You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.</li></ul>The expertise we’re looking for…<ul><li>High energy and enthusiasm with a natural passion for helping people</li><li>Flexibility and self-motivation</li><li>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</li></ul>The Skills You Bring<ul><li>Eagerness to learn and build a career in financial services</li><li>Ability to deliver an outstanding customer experience</li><li>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</li><li>Coachability, collaboration and curiosity will fuel your success</li></ul>Our Investments in YouOur benefit programs are crafted to help you and your loved ones strike the perfect balance. 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.Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer ServiceFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Financial Services Representative - Vero Beach, FL

Financial Services Representative - Houston, TX (Memorial)

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments! We are currently sourcing for a Brokerage Operations Representative to work in our Jersey City, NJ site. As a Brokerage Operations Representative, you will work in Treasury's Cash Management team to support timely and accurate Money Movement-related transaction processing while adhering to policy, procedures, and regulatory guidelines. <h3>Responsibilities include:</h3> <ul> <li>Processing outgoing foreign currency wire payments</li> <li>Review incoming wire payment exceptions to identify the credit party and post/return accordingly</li> <li>Servicing client related incoming/outgoing wire investigations</li> <li>Reconcile the department’s suspense accounts, including identifying, researching and resolving any breaks</li> <li>Deliver superior service to all our clients by processing their requests in an accurate and timely manner</li> <li>Maintain up to date policy and procedures for key functions performed</li> <li>Publish key departmental operational payments metrics to senior management</li> </ul> <h3>The Expertise and Skills You Bring</h3> <ul> <li>6+ years of working in Payment Operations and/or Business Analysis</li> <li>Suspense account reconciliation experience</li> <li>Knowledge of electronic payments processing (Fed Wire, SWIFT, ACH)</li> <li>You deliver with strong written, verbal and interpersonal communication skills</li> <li>Highly flexible and adaptable to fast paced environment, willing to assist in other areas as needed</li> <li>Work independently and collaborate with associates</li> <li>Time management (multi-tasking)</li> <li>Ability to work overtime; if needed</li> </ul> <h3>The Team</h3> The Treasury department within Fidelity's Operations and Services Group (OSG) provides cash management and banking product, operations and advisory services in support of the various lines of business within Fidelity Institutional (FI). FI provides products, solutions and services to banks, broker/dealers, registered investment advisors, family offices and other financial intermediaries to meet their brokerage, operations, risk, and technology needs. Please see the below pay rate range for the work location of Jersey City, NJ only: $20-$25 per hour. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Fidelity TalentSource

Brokerage Operations Representative

<h3>Job Description:</h3><h3>Financial Representative</h3>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.<h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 63 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.<h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul>The base salary range for this position is $45,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA<h3>Category:</h3>Customer Service

Financial Representative - Torrance, CA

Join Delta Dental of Oklahoma, the leading dental&nbsp;benefits provider&nbsp;in the state of Oklahoma.Looking for someone that wants to make a difference and values working in a Customer Service department with a culture that instills in each employee the feeling of respect, trust, performance, collaboration, responsibility, accountability and commitment.&nbsp;This position will work 40 hours per week.&nbsp;Equal Opportunity Employer - Minority/Female/Disability/VeteranDUTIES:The Customer Service Department is a team of professionals devoted to improving the experience of various constituents (Individual New Sales, Subscribers/Members, Discount Plan Holders, Providers, Clients, Brokers and internal DDOK staff) in Oklahoma and throughout the Continental United States. The various constituents call to resolve issues concerning their dental benefits, enrollment, and website issues. As such, answering the phone is one of the key components of this department. Employees in the Customer Service Department, as the Operator for the organization, render assistance, answer questions and represent the company as the ‘Face’ of DDOK, specifically as dental benefit experts. Successful team members demonstrate superior customer service skills and are adept at typing, verbal communication, telephone communication, numeric reasoning and computer skills. Reliability is also a key requirement for Customer Service team members.&nbsp;Great service means managing the relationships, the experience must be more personable and personalized; valuing the customer’s intelligence and reducing the effort that they must make to communicate with you and resolve their issues.Effort reduction for the customer is the goal. Customer service representatives help customers do this by being good troubleshooters, shielding customers from the complexities on the back-end, and helping them navigate complexities on the front-end. Breaking down and simplifying complexity.QUALIFICATIONS:<ul><li>HS Diploma or equivalent required</li><li>Must type 25 WPM</li><li>Previous customer service and general office experience with computers, telephones, calculators and the use of business etiquette is required</li><li>Must have excellent organizational skills with listening, troubleshooting, analytical, oral and written communication skills</li><li>Dental or claims processing, insurance knowledge and/or dental office experience is a plus</li><li>Enjoy engaging with customers</li><li>You're able to empathize with customers in a genuine way that lets them know you care about their issues</li><li>Problem solver</li></ul> For more information, or to apply now, you must go to the website below. Please DO NOT email your resume to us as we only accept applications through our website. <a href="https://deltadentalok.applicantpool.com/jobs/1235290-207587.html" target="_blank">https://deltadentalok.applicantpool.com/jobs/1235290-207587.html</a>

Customer Service Representative

Financial Services Representative - The Villages, FL

Join Delta Dental of Oklahoma, the leading dental&nbsp;benefits provider&nbsp;in the state of Oklahoma.Looking for someone that wants to make a difference and values working in a Customer Service department with a culture that instills in each employee the feeling of respect, trust, performance, collaboration, responsibility, accountability and commitment.&nbsp;This position will work 40 hours per week.&nbsp;Equal Opportunity Employer - Minority/Female/Disability/VeteranDUTIES:The Customer Service Department is a team of professionals devoted to improving the experience of various constituents (Individual New Sales, Subscribers/Members, Discount Plan Holders, Providers, Clients, Brokers and internal DDOK staff) in Oklahoma and throughout the Continental United States. The various constituents call to resolve issues concerning their dental benefits, enrollment, and website issues. As such, answering the phone is one of the key components of this department. Employees in the Customer Service Department, as the Operator for the organization, render assistance, answer questions and represent the company as the ‘Face’ of DDOK, specifically as dental benefit experts. Successful team members demonstrate superior customer service skills and are adept at typing, verbal communication, telephone communication, numeric reasoning and computer skills. Reliability is also a key requirement for Customer Service team members.&nbsp;Great service means managing the relationships, the experience must be more personable and personalized; valuing the customer’s intelligence and reducing the effort that they must make to communicate with you and resolve their issues.Effort reduction for the customer is the goal. Customer service representatives help customers do this by being good troubleshooters, shielding customers from the complexities on the back-end, and helping them navigate complexities on the front-end. Breaking down and simplifying complexity.QUALIFICATIONS:<ul><li>HS Diploma or equivalent required</li><li>Must type 25 WPM</li><li>Previous customer service and general office experience with computers, telephones, calculators and the use of business etiquette is required</li><li>Must have excellent organizational skills with listening, troubleshooting, analytical, oral and written communication skills</li><li>Dental or claims processing, insurance knowledge and/or dental office experience is a plus</li><li>Enjoy engaging with customers</li><li>You're able to empathize with customers in a genuine way that lets them know you care about their issues</li><li>Problem solver</li></ul>

Delta Dental of Oklahoma

EXCELLENT PAY AND BENEFITS!Be a part of one of the most successful financial institutions in the country!!&nbsp;Star One Credit Union is one of Silicon Valley's largest, member-owned financial institutions. Star One offers financial services to more than 129,000 members worldwide. With assets over $9 billion, Star One is ranked 19th in total assets among over 4,900 credit unions nationally. For ten years in a row,&nbsp;Star One has been ranked #1 by the America's Credit Unions for providing the highest direct financial benefit to the members we serve.We offer&nbsp;AMAZING BENEFITS&nbsp;that help keep our employees healthy and shining bright!!!<ul><li>401(k) Plan, Match, and Profit Sharing</li><li>Annual Wellness Benefit&nbsp;</li><li>Education Assistance</li><li>Employee Loan Discounts&nbsp;</li><li>Medical, Dental, and Vision (Effective date of hire)</li><li>Paid Holidays</li><li>Paid Time Off Program&nbsp;</li><li>Staff Incentive Variable Pay (Bonus)</li></ul>Job Title:&nbsp; Personal BankerHours:&nbsp; Monday-Thursday 8:45 am - 5:30 pm, Friday 8:45 am - 6:30 pm, and rotating Saturdays 8:30 am - 2:45 pm (with a day off during the week&nbsp;Salary Range: $51,200 - $70,300&nbsp;which is base pay.&nbsp;&nbsp;Compensation will be based on candidate qualifications.&nbsp;Job Scope/Duties<ul><li>Responsible for providing consultative member support during the new account and consumer loan application process.</li><li>Reviews and analyzes loan applications and supporting documentation.</li><li>Advises members of policies, rates and terms.</li><li>Acts as a primary contact for members by providing application status and collecting documentation.</li><li>Books consumer loans, disburses funds and explains loan documents and approved loan terms.</li><li>Completes member requests for loan modifications.</li><li>Provides account and loan servicing support as needed.</li><li>Stays informed of all products, services and operational procedures.</li><li>Supports community and business development efforts.</li><li>Processes all transaction requests and provides assistance to other branches and departments as needed.</li></ul>Experience/Minimum Education Requirements<ul><li>Two to four years of current and progressive experience within a financial institution, preferably in a personal banking role.</li><li>Sales and service experience in a branch environment is preferred.</li><li>Bachelor’s degree in Business Administration, Accounting, Finance, or the equivalent level of education and experience.</li><li>Notary designation required. Mortgage Loan Originator (MLO) registration is required upon employment.</li></ul>Knowledge/Skills/Abilities<ul><li>Requires strong written and verbal communications skills.</li><li>Ability to learn and retain banking regulatory information and requirements.</li><li>Must be proficient with technology (computers, iPads, mobile phones, tablets) and Microsoft Office applications.</li><li>Fosters and maintains a strong service culture by providing excellent internal and external service.</li><li>Ability to work in a fast-paced environment while handling multiple tasks and competing priorities.</li><li>Must be a strong team player with the ability to work in a diverse group or as an individual contributor.</li></ul>MUST HAVE GOOD CREDIT.We are a proud Equal Opportunity/AAP Employer M/F/Vet/Disabled<h2><a href="https://www.starone.org/careers/?gnk=job&amp;gni=8a78859e97ae196f0197e647d0ff4013&amp;gns=Veterans+Connect" target="_blank">APPLY HERE</a></h2>

104 Customer Service / Client Services Jobs