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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

<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.

Fidelity Investments

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>

Star One Credit Union

Personal Banker

<h2>Help Desk Technician</h2>Location: Asheboro, NCApplication Deadline: Open until filledDepartment: EngineeringReports to: Manager of Information TechnologyAre you the go-to person for tech support among your friends and coworkers? Do you love solving problems, helping others, and staying on top of the latest technology trends? If so, Randolph Electric Membership Corporation (REMC) invites you to bring your expertise to our team as a Help Desk Technician.At REMC, you will not just be fixing computers. You will be supporting the critical systems that keep our community-powered Cooperative running smoothly. This is your opportunity to join a mission-driven organization that values innovation, teamwork, and service.<h4>What You Will Do</h4><ul><li>Provide technical support for hardware, software, and network systems</li><li>Support Microsoft 365, Windows PCs, iOS devices, MFA, and related platforms</li><li>Respond to support requests via Teams, email, phone, or in-person with professionalism and clarity</li><li>Install, configure, and update software and applications</li><li>Document technical solutions and contribute to IT best practices</li><li>Continuously learn and adapt to new technologies</li><li>Work both independently and as part of a collaborative IT team</li></ul><h2>What You Bring</h2><ul><li>An Associate's or Bachelor's degree in a computer-related field is preferred, but relevant experience and training will be considered</li><li>Four or more years of hands-on experience in information technology is strongly preferred</li><li>Strong knowledge of Microsoft server and client operating systems and common business applications</li><li>Excellent communication skills and a collaborative, service-oriented mindset</li><li>The ability to manage multiple tasks while maintaining attention to detail</li></ul><h2>Preferred Qualifications</h2><ul><li>Certifications such as A+, Network+, or MCP</li><li>Familiarity with password management tools and IT security best practices</li><li>A passion for problem-solving and helping users feel more confident with technology</li></ul><h2>Why REMC?</h2>Randolph Electric Membership Corporation is more than just a utility provider. We are a values-driven organization committed to service, innovation, and community. Our employees enjoy a stable work environment, supportive leadership, and opportunities for professional development. We believe in taking care of our people so they can take care of our members. At REMC, your work matters-and so do you.<h2>Requirements</h2><ul><li>Valid North Carolina driver's license</li><li>CPR and First Aid Certification or willingness to obtain</li><li>Some travel required, primarily within a 200-mile radius</li></ul><h2>Apply Now</h2>Apply now at <a href="http://www.randolphemc.com/careers" target="_blank">www.randolphemc.com/careers</a> and click "Apply"Equal Opportunity Employer, including disability/vets. &nbsp;All job offers are contingent upon successful completion of a background check, credit check (if applicable), and drug screening. By applying, you consent to these pre-employment screenings, which are conducted in compliance with applicable laws and may affect your eligibility for employment. 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://randolphemc.applicantpro.com/jobs/3806989-334633.html" target="_blank">https://randolphemc.applicantpro.com/jobs/3806989-334633.html</a>

Help Desk Technician

The American Association for Justice (AAJ) works to preserve the constitutional right to trial by jury and to make sure people have&nbsp;a&nbsp;fair&nbsp;chanceto&nbsp;seek&nbsp;justice&nbsp;when&nbsp;they&nbsp;are&nbsp;injuredby&nbsp;the&nbsp;negligence&nbsp;or&nbsp;misconduct of others—even when it means taking on the most powerful&nbsp;corporations.AAJ is seeking a Membership Manager for its Membership department. The Membership Manager supports the department in increasing acquisitions, retention, member benefits, and member satisfaction while maintaining a high level of customer service. Please note the job location for this position varies depending upon incumbent, but it is highly preferred that someone is located in California (Los Angeles, San Diego, or San Francisco), Nevada (Las Vegas), Colorado (Denver), Arizona (Phoenix), and/or Texas (Dallas, Austin, or Houston).&nbsp;Essential Duties Include (but not limited to):<ul><li>Support the execution of AAJ’s membership acquisition program. This will include organizing membership drives, working with local members to identify prospective new members, collaborating with the state and local trial lawyer associations (TLAs) on membership, appointment scheduling, and following up with prospects.</li><li>Execute AAJ’s retention program to retain members in west &amp; southwest states including monthly calls and emails to lapsed members and working closely with AAJ headquarters to increase AAJ’s overall retention rate.</li><li>Provide bi-weekly reports on all activities to the Associate Director of Membership.&nbsp;</li><li>Successfully complete assignments within a defined budget.</li><li>Act as a liaison between AAJ and local members.</li><li>Assist State Trial Lawyer Associations in assigned areas with membership recruitment, helping to grow membership in their organizations, and finding synergies between their membership and AAJ’s where possible. Provide assistance with their events and projects when needed.</li><li>Perform other duties as assigned.</li></ul>Requirements:<ul><li>Bachelor’s degree or equivalent years’ work experience</li><li>Minimum of 5 years’ experience in sales, marketing, or related field.&nbsp;</li><li>Experience selling person-to-person is strongly preferred.</li><li>Association experience is strongly preferred.</li><li>Exceptional customer service, communication, and public relations abilities, both written and verbal.</li><li>Strong working knowledge of databases – advanced general computer skills: Membership database (Netforum), Microsoft Suite products (e.g., Word, PowerPoint, Excel, Outlook).</li><li>Must be accurate in work product and must demonstrate the ability to work independently and collaboratively from a remote location.</li><li>Ability to work well under pressure, determine priorities, manage budgets, and produce results.</li><li>Strong organizational, analytical, problem solving and time management skills.</li><li>Strategic thinker with a passionate and optimistic mentality.</li><li>Interest in social justice, politics, and protecting consumers is essential.</li></ul>Salary Range:&nbsp;$77,000- $86,000Benefits and Perks for Working with AAJ:<ul><li>Hybrid work schedule, onsite Tuesday through Thursday and 100% remote work for the month of August (for most employees)</li><li>Comprehensive health insurance which includes, medical, dental, vision, life, disability, flexible spending account (FSA), and 401K with an employer match</li><li>Generous paid leave (e.g., vacation, sick, personal, parental), 11 federal holidays, and paid time off between Christmas and New Years</li><li>Subsidized metro transit and/or parking benefits</li><li>Professional development opportunities</li><li>Company social events</li><li>Office conveniently located ½ block from Gallery Place/Chinatown metro station in downtown Washington, DC</li></ul>AAJ is an Equal Opportunity Employer. No phone calls please!&nbsp;

American Association for Justice

Membership Manager

<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 - Birmingham, AL

<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><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 - Fairlawn, OH

<h3>Job Description:</h3>Team Leader, Client ServicesPlease note, this position is available at a Grade 6 or 7'Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect.' Abby Johnson | Chairman &amp; CEO Fidelity InvestmentsIs it time to explore new challenges in your career?With a focus on employee development and collaboration, as a Team Leader in our Regional Center, you'll have the resources at your disposal to succeed on each count.The Expertise We’re Looking For<ul><li>Proven Leadership Experience</li><li>Previous Management or Leadership Experience in financial services is a plus</li><li>Series 7, 63, 9/10 licenses preferred or able to obtain within 120 days</li></ul>The Purpose of Your RoleThe Team Leader is a key member of the Regional Center Client Services group providing leadership to a team of licensed associates. Their primary responsibility is to lead, coach, and develop the team to drive exceptional customer experiences and build lifetime relationships with our customers.The Skills You Bring<ul><li>Your outstanding mentoring and leadership skills, and ability to empower associates to grow and develop</li><li>Your ability to balance leadership and supervisory responsibilities</li><li>Your ability to partner with peers locally and nationally to maintain a culture of collaboration, success and reward</li><li>Your experience with regulatory and compliance practices and rules</li><li>Your relationship expertise, leading with empathy and enhancing team cohesion</li></ul>The Support You ReceiveWe want to ensure your success as you take on this new leadership role and have everything you need beginning day one. New leaders will go through an onboarding program focused on giving leaders the skills needed prior to leading their team and will also receive continued development throughout their leadership career.Our Investments in YouWe believe it is important to approach life holistically. Our <a href="https://go.fidelity.com/ggbzd" target="_blank">benefit programs</a> are designed to assist you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:<ul><li>We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements</li><li>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: <a href="https://www.bing.com/videos/search?q=Fidelity+Investments+YouTube&amp;&amp;view=detail&amp;mid=E5CC2F036E6425D7933FE5CC2F036E6425D7933F&amp;&amp;FORM=VRDGAR&amp;ru=%2Fvideos%2Fsearch%3Fq%3DFidelity%2BInvestments%2BYouTube%26FORM%3DVRIBQP" target="_blank">Benefits at Fidelity Investments</a></li></ul>The Value You Deliver<ul><li>Coaching and developing a team of associates to deliver an outstanding experience to our clients</li><li>Enabling your team to drive outstanding client service interactions/ results</li><li>Helping associates realize their own personal definitions of success</li><li>Ability to inspire associates to deliver their best</li><li>Partnering with associates to build personalized plans that support their development towards career goals</li><li>Protecting the Fidelity brand through active supervision of associate interactions and transactions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul>We believe in being #Different TogetherFidelity’s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences such as military service, women’s leadership or environmental sustainability, who come together to create a positive, inclusive workplace for all employees.We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.Learn More: <a href="https://jobs.fidelity.com/dynamic-working/" target="_blank">Dynamic Working</a>#PIRCLeader<h3>Certifications:</h3>Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - 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.

Client Services, Team Leader

<h3>Advisor Experience Specialist</h3> Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments! We are currently sourcing for an Advisor Experience Specialist to work in Fidelity’s Charitable group in Westlake, TX or Salt Lake City, UT! <h3>The hourly pay rate for this position is $22/hr.</h3> Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Got personality? Like to talk? Have a desire to problem solve, help others? Then keep reading. Fidelity Charitable is looking for top notch customer service professionals to work on the Advisor Experience team. As an Advisor Experience Specialist, you will be the primary point of contact for any service-related activities for professional financial advisors working on behalf of Fidelity Charitable Giving Account Holders. We are looking for ‘customer obsessed’ individuals that want to make a difference in helping our donors achieve their philanthropic goals. Still interested? Read on. The work shift for this role is 9:30 AM - 6:00 PM MST, Monday – Friday. (Flexible start and end times during training period as needed by team are requested) <h3>The Expertise We’re Looking For</h3> <ul> <li>Bachelor’s degree preferred</li> <li>Minimum 1-2 years of telephone customer service experience; preferably in a contact center environment</li> <li>2-3 years Customer Service, Sales, Service Operations or UHNW background</li> </ul> <h3>The Role</h3> The Advisor Experience Specialist is a part of the Premium Service group, working to provide an outstanding service experience to, and fosters relationships with, ultra-high net worth strategic advisor firms (the most complex relationships within Fidelity Charitable) and select donors. The AXS will be part of a team dedicated to answering strategic advisor and high net worth donor calls and responding to emails. The AXS optimizes the client experience as it relates to Operations and Service Delivery to drive high satisfaction, quality and efficiency for the donors/advisors and Fidelity Charitable. <h3>The Skills You Bring</h3> <ul> <li>Your proficient verbal and written communication skills required</li> <li>Your very best problem- solving skills with excellent follow through</li> <li>Your strong organizational skills, planning and time management</li> <li>You are able to proficiently multi-task in a Windows based environment</li> <li>You are proficient in MS products including Word/Excel. Applications used in this role include: FBSI, XTRAC, FDOT, Genesys Telephony, NICE, Salesforce, Zoom, MS Outlook, MS Teams, RepApp, and Xelerate.</li> <li>Your flexibility for overtime as requested (especially December – Giving Season) Various shifts are available.</li> </ul> <h3>The Value You Deliver</h3> <ul> <li>Providing outstanding customer service via phones and email communication</li> <li>Collaborating with internal Charitable business partners to fulfill special handling</li> <li>Employing good sound judgment in decision making or problem resolution</li> <li>Coordinate with management to implement expedited delivery requests</li> <li>Ensure daily work meets accuracy standards and is completed in a timely manner</li> <li>Suggest process improvements and system enhancements that will increase efficiency and/or mitigate risk to the organization</li> <li>Maintain effective business relationships with Fidelity business partners with whom the position interfaces, including Compliance, Program, Legal, Risk, and Deliveries</li> <li>Maintain up-to-date procedures for those functions for which responsible</li> <li>Effectively case manage advisor relationships through intensified situations while working across Fidelity cross functionally when applicable</li> </ul> Note: Fidelity is not providing immigration sponsorship for this position <h3>How Your Work Impacts the Organization</h3>

102 Customer Service / Client Services Full Time Jobs