field_remote_option

field_job_employment_type

field_job_occupational_field_parents_all

job_organization_name

<h3>Job Description:</h3>The RoleFidelity Digital Assets ® is focused on bringing industry-leading digital asset custody and trading services to its clients. We are seeking a Senior Manager in Customer Service to join our team! This person will be responsible for team management/supervision oversight of day-to-day service and operational activities of mentorship and development. We need a leader who will partner with the broad management team to help enhance and develop functional capabilities. Effective risk management/mitigation, ability to handle complex processes, and leading cross-functional projects are also elements of the Senior Manager’s role and responsibilities. To be effective, you will work closely with Digital Assets Operations, LRC, and the leadership teams to ensure understanding of client service and operational needs as well as to ensure overall satisfaction and loyalty. With your knowledge and commitment, you will become a collaborative and resourceful leader within the Digital Assets team, sharing best practices and driving successful results!Working Hours: Standard business hours with periodic need to cover evenings, weekends, and holidays<h3>The Expertise and Skills You Bring</h3><ul><li>Bachelor’s degree or equivalent with 8+ years of experience or Master’s with 6+ years of experience</li><li>Significant people management and leadership experience, ideally in a financial operations setting – coaching, performance, escalation, and oversight of daily functions</li><li>Working knowledge of service model organization, tools, and structure</li><li>Proven project management &amp; decision-making skills</li><li>Experience guiding teams through change as the work continues to evolve</li><li>Experience using, analyzing, and improving operational workflows in a highly controlled environment</li><li>Track record of building and driving a positive team culture</li><li>Experience leading projects with functional impact</li><li>Experience with oversight and supervision of complex operational processes</li><li>Your ability to quickly understand complex topics and effectively communicate those to all levels of the organization</li><li>Your ability to think analytically and deliver solutions to complex challenges</li><li>Your excellent interpersonal, verbal, and written communication skills</li><li>Your ability to guide the team through regular change as business priorities change</li><li>Your innovative ideas and outside the box thinking in support of growing/scaling new business</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe Team A subsidiary of Fidelity Investments, Fidelity Digital Assets® provides an institutional-grade digital asset experience that incorporates the history, principles, and expertise of a traditional financial institution. The business is uniquely built for institutional investors and offers secure custody, integrated trading, and 24/7 support in the digital asset ecosystem. Established in 2019, Fidelity Digital Assets develops products and solutions that scale with investors’ needs, allowing clients to navigate digital assets with confidence. Learn more at <a href="http://www.fidelitydigitalassets.com" target="_blank">www.fidelitydigitalassets.com</a>. Fidelity 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 launch Institutional relationship capabilities within the business and help bring the vision for the future to life.<h3>Certifications:</h3><h3>Category:</h3>Customer ServiceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.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

Senior Manager, Fidelity Digital Assets Customer Service

<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 ServiceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.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 - Austin, TX (Domain)

Financial Services Representative - Irving, TX

Financial Services Representative - Fort Worth, TX

Financial Services Representative - Southlake, TX

Financial Services Representative - Plano, TX

Financial Services Representative - Austin, TX (Downtown)

As a Proctor,&nbsp;for a certified&nbsp;<a href="https://jobs.westcoastuniversity.edu/mission-culture" target="_blank">Great Place to Work</a>,&nbsp;you will assist with the administration of paper/pencil and computer-based quizzes, tests, and exams for students of West Coast University. Ensure continuous compliance with established testing policies, laws, regulations, operating procedures, and University and accreditation standards. At West Coast University you will have the opportunity to share your success story with the next generation of students as a key member of our student-centered, innovative community!You will make an impact by:<ul><li>Providing assistance to West Coast University applicants/candidates, students, and faculty with academic testing parameters according to WCU, Americans with Disabilities Act (ADA), and testing agency requirements. </li><li>Scheduling proctored admissions and challenge exams; schedules term/semester tests and make-up tests.</li><li>Preparing, assembling, and transporting appropriate test materials to test sites in to maintain confidentiality and security.</li><li>Evaluating testing environment prior to, during, and after a proctored test to ensure test security, education integrity and appropriate and quiet atmosphere.</li></ul>Your Experience Includes:<ul><li>Requires limited job knowledge of systems and procedures. Follows basic work routines and standards.</li><li>Experience with MS Office.&nbsp;</li></ul>Education:<ul><li>High school graduate or equivalent.</li><li>Associate’s degree in business administration or related field.</li></ul>Do you want a career that allows you to make a difference in other people’s lives? Discover what it means to truly believe in the work that you do at West Coast University.At West Coast University, we have the privilege of educating students seeking careers in healthcare and guide them through their transformational journey from student to caregiver. Our associates are united behind that purpose and share a deep commitment to our values of teamwork, collegiality, transparency, and a student-centric approach to all we do. This focus creates an aligned, nimble, and consensus-driven culture that is solution-oriented and supports our associates’ professional growth.West Coast University is proud to be an equal opportunity employer. We embrace diversity and are dedicated to creating an inclusive environment for all associates.

West Coast University

Proctor - Part-time

Financial Services Representative - Houston, TX (Champion Forest)

<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><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer ServiceMost roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.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 Representative - Sugar Land, TX

20 Customer Service / Client Services Jobs in Texas