field_remote_option

field_job_employment_type

job_industry

field_job_occupational_field_parents_all

field_job_experience

job_organization_name

<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 – FINRAThe base salary range for this position is $45,000 - $70,000 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.Most 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.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service

Fidelity Investments

Financial Services Representative - Oakdale, MN

<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>The base salary range for this position is $45,000 - $70,000 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.Most 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.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service

Financial Representative - Morristown, NJ

<h2>Role Summary</h2><a href="http://theimpact.org" target="_blank">The ImPact</a> is a US-based nonprofit organization with team members spread around the world.&nbsp;We are looking for a Community Lead to support the growth and engagement of our member community in the United States and Canada. This is a remote full-time position.&nbsp;As a Community Lead, you will work with our members and other ImPact team members to inspire, support, and co-create action – both individually and collectively – to increase the flow of capital towards impact. The Community Lead will report to The ImPact’s Regional Director of the United States &amp; Canada, based in New York, New York.The Community Lead for the United States &amp; Canada will develop a vision and strategy for The ImPact’s community growth, support, and engagement with the surrounding impact ecosystem in the region, in alignment with The ImPact’s global vision and strategy. The Community Lead for the United States &amp; Canada will be responsible for supporting the development of a financial and operational plan pursuant to the regional vision and strategy. The Community Lead for the United States &amp; Canada will also design and deliver individual support and collaborative experiences for the members in their region to help them make more impact investing more effectively. Overall, the Community Lead for the United States &amp; Canada is responsible and accountable for the setting and accomplishment of membership growth and engagement targets within their region, in alignment with The ImPact’s global goals.&nbsp;We are a global, remote team with team members based in the US, England, France, Chile, Brazil, and Singapore. We work across multiple time zones, and our core ways of working are anchored in a combination of virtual synchronous meetings and asynchronous discussion and collaboration in writing and using other virtual collaborative tools. We also believe that consistent in-person connection and collaboration are important - for relationship building, team members’ professional growth, and effective work. Our global team meets in-person at least once a year at a team retreat or our global, annual member events. We have four team members in the Tri-State area that meet in person on a regular basis.&nbsp;The ImPact offers competitive salaried compensation, commensurate with experience and location, and generous benefits that vary by labor market. For US employees, expected annual compensation for this role is between $100,000 - $120,000 USD, commensurate with experience and location.Specific responsibilities include:&nbsp;<ul><li>Relationship &amp; Management (40%):<ul><li>Build strong and authentic relationships with all of The ImPact’s members based in the United States and Canada, developing a deep understanding of their individual and family impact investment interests and areas of need.</li><li>Develop a customized plan of membership for each individual member that will provide the experiences, best practices, and relationships to support them in making progress towards their impact goals and have regular conversations with the members. You will forge connections among these members to best serve their individual and collective needs and facilitate peer-to-peer exchange of knowledge, data, and insights.&nbsp;</li></ul></li><li>Member Recruitment (30%):&nbsp;<ul><li>Actively identify families who could benefit from and contribute to The ImPact’s unique peer-to-peer community through individual and collaborative outreach with The ImPact’s global team and current members.&nbsp;</li><li>Work closely with the Regional Director, US &amp; Canada to set regional growth targets and help open the funnel through partnerships and participating in regional events.</li><li>Responsible for the end-to-end recruitment process for prospective members, including assessing their initial interest and fit, coordinating the member endorsement process, supporting the formal invitation process, and conducting onboarding with new members.</li><li>Participate in local events that are relevant and aligned to our mission and to open new potential members.</li></ul></li><li>Curation of Local &amp; Global Experiences (25%):&nbsp;<ul><li>Develop a robust yearly calendar of experiences for members and prospective members in the region, selecting themes, curating content, and ensuring strong participation from members and prospective members. These experiences are designed to build lasting and productive relationships among members, provide knowledge and insights, and enable each participant to advance their own impact investing activities.&nbsp;</li><li>Work with the global team to design, create, or adapt tools or other educational resources that deepen members’ knowledge of impact investing or enable them to take specific actions related to implementing their impact investment strategies.&nbsp;</li></ul></li><li>Building Regional Strategy and Partnerships (5%):&nbsp;<ul><li>Work closely with the Regional Director, US &amp; Canada to set annual and quarterly Objectives and Key Results for the United States and Canada as a whole.&nbsp;</li><li>Build strong partnerships with organizations that can help advance The ImPact’s mission and relevance within the United States and Canada.&nbsp;</li></ul></li><li>Support team projects where needed.&nbsp;</li></ul><h2>Qualifications and Requirements</h2><ul><li>At least five years of experience in a relationship management role within a member services organization, a family office, or a family foundation</li><li>Demonstrated experience in and passion for community building and relationship management</li><li>Knowledge of the impact investment, private investment, and philanthropy ecosystems</li><li>Social and emotional intelligence to effectively communicate and build authentic and lasting relationships across generations, cultures, national, and regional boundaries</li><li>Excellent project management and systems management skills (experience working with Salesforce and Asana a plus)</li><li>Experience producing small events and strong facilitation skills a plus</li><li>Ability to “connect the dots” between diverse themes and people&nbsp;</li><li>A high level of discretion for both professional and personal affairs</li><li>Work independently and have the drive, patience, and resilience to get up a rapid learning curve and to build things from scratch</li><li>A desire to solve the world’s biggest problems and a belief in the power of impact investing to help do so</li><li>Ability to work harmoniously with a diverse team and comfort working independently with a remote team members across different time zones and using technology platforms</li><li>Fluency in English with fluency in other languages a plus</li><li>Location: Remote, preference for East Coast, United States or Canada</li><li>Flexibility to travel 20% of the time</li></ul><h2>To Apply:Submit your application&nbsp;<a href="https://theimpact.pinpointhq.com/en/postings/307dfae3-4103-42dd-a135-1136a5f9fac6" target="_blank">here</a> by December 31st.</h2>The ImPact is an Equal Opportunity Employer. The ImPact is committed to the principles of equal employment opportunity and to compliance with all federal, state, and local laws concerning employment discrimination, including the Americans with Disabilities Act.&nbsp; To this end, The ImPact ensures equal opportunity to all employees and applicants regardless of race, color, age, gender, sexual orientation, religion, marital status, national origin or ancestry, citizenship, lawful alien status, physical, mental, and medical disability, veteran status or liability for service in the United States Armed Forces.

The ImPact

Community Lead, US & Canada

<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<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 - Chesterfield, MO

<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 - Chesterfield, MO

Reporting directly to the Campus Registrar provides a wide variety of highly responsible registrar support services for the Office of the Registrar such as data entry of grades, assisting with the appeals process and approves sensitive data requests such as file descriptions, data structures and data usage according to the Family Educational Rights and Privacy Act (FERPA). Provides assistance with academic advisement support, transfer credit, degree audits, grades and graduation requirements processing and electronic data interchange between departments. Under the direction of the Campus Registrar, the Assistant Registrar II will assist with the distribution of materials for faculty, staff and students; assists with the maintenance and integrity of the student’s personal information and the academic record. Performs all duties of Assistant Registrar I. May have oversight of additional functions such as New Student Orientation, Campus Persistence Meetings and End of Term Meetings and other committee work as it pertains to the Office of the Registrar’s services.Essential Functions &amp; Responsibilities:<ul><li>Provides a wide variety of student centered registrar support functions for the Campus Registrar such as data entry of grades, assisting with the appeals process and approves sensitive data requests such as file descriptions, data structures and data usage according to the Family Educational Rights and Privacy Act (FERPA).</li><li>Assists internal cross unit and institutional-wide initiatives such as assisting with Student of Concern, End of Term, New Student Orientation meetings in addition to all Family Educational Rights and Privacy Act (FERPA), WSCUC and Student Academic Progress Reports (SAP) trainings. Serves as a resource person and recommends solutions to specific problems for administrators and university offices across campus such as clinical placements, scheduling conflicts or communicating to leadership when students are at risk.</li><li>Maintains, tracks, updates attendance and grades into Campus Nexus (CNS) in accordance with established policies and procedures for each program.</li><li>Oversees the creation and data entry of the academic schedule. Reviews the academic schedule and notifies Campus Registrar, Campus and/or Academic Dean when there are conflicts with the schedule (i.e., time conflicts, clinical placement not available, not enough faculty to instruct).</li><li>Assists with pulling reports associated with Satisfactory Academic Progress (SAP) requirements, which are procedures that are run every semester to ensure that students are meeting the appropriate grade point average (GPA) and maximum rate of progress for degree completion.</li><li>Provides data entry into all systems including but not limited to Campus Nexus (CNS), Transfer Equivalency System (TES), and Customer Relation Management (CRM) system.</li><li>Maintains confidentiality of all student, associate, and/or university information as required.</li><li>Maintains established department policies, procedures, and attendance in-services and other required meetings.</li><li>Adheres to College/University policies and procedures and conducts job responsibilities in accordance with the standards set out in the College/University’s Code of Ethical Conduct, Compliance Agreement, Sexual Harassment Policy or any of its policies and procedures, applicable federal and state laws, and applicable professional standards.</li><li>Maintains regular and timely attendance, reports to work as scheduled and as required to meet the needs of the College/University and assures time worked and/or time-off is recorded properly.</li><li>Exercises care, proper use and maintenance of department equipment and supplies and identifies unsafe conditions and makes appropriate adjustments.</li><li>Maintains order, cleanliness and safety at work.</li><li>Performs other duties as assigned.</li></ul>Minimum &amp; Preferred Qualifications:Required:<ul><li>Bachelor’s Degree in one of the following or relater field required.</li><li>Higher Education</li><li>Educational Administration</li><li>Business Administration</li></ul>Preferred:Some affiliation or professional membership with organizations such as preferred:<ul><li>AACRAO – American Association of Collegiate Registrars and Admissions Officers</li><li>PACRAO – Pacific Association of Collegiate Registrars and Admissions Officers</li></ul>Experience &amp; Skills:Required:<ul><li>Requires developed skills through application of standards and processes within a narrow scope of work. Typically requires 3-5 years of experience and additional vocational or technical education.</li><li>Experience with Campus Nexus (CNS)</li><li>Knowledge of regulations such as FERPA</li><li>Experience with MS Office suite</li><li>Ability to interpret and apply administrative and departmental rules, policies, and procedures.</li><li>Ability to compose correspondence independently.</li><li>Ability to compile and maintain complex and extensive records and files for a department.</li><li>Ability to represent the department using good judgment, poise, tact, and diplomacy.</li><li>Ability to multi-task and prioritize; demonstrate excellent organizational skills; follow through and attention to detail.</li><li>Ability to work independently with individuals at all levels of the organization.</li><li>Ability to exercise good customer service skills.</li><li>Ability to work effectively in a highly ethnic and culturally diverse student and associate community.</li><li>Ability to demonstrate professional written and verbal communication and interpersonal skills.</li><li>Ability to self-direct, self-pace, multi-task and function well under pressure of deadlines and conflicting priorities.</li><li>Ability to maintain confidentiality of all associate, student and administrative information.</li><li>Ability to establish and maintain professional effective working relationships with diverse groups and individuals.</li><li>Willingness to work a flexible schedule.</li><li>Ability to exercise good judgment.</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

Assistant Registrar II

Under direct supervision and through initial training, this position handles routine customer service cases. Achieves customer satisfaction with accurate, timely, and consistent information. McLane promotes earning, learning, and living a great life. We are a team, and we want to work with you. So, here's the details: <ul> <li>Generous benefits available on your 60th day: medical, dental, and vision insurance, FSA/HSA and company-paid life insurance. </li> <li>Get paid early. Get paid fast. </li> <li>401(k) with annual company match. </li> <li>Paid holidays, vacation time, educational assistance program, and more!</li></ul> ESSENTIAL JOB FUNCTIONS / PRINCIPAL ACCOUNTABILITIES: Other duties may be assigned. <ul> <li>Maintain customer files to ensure up to date information.</li> <li>Research and respond to customer inquiries.</li> <li>Manage customer requests for assistance, information, and issue resolution.</li> <li>Provide accurate and consistent responses to customer concerns and questions, taking immediate action to ensure customer needs are met.</li> <li>Maintain regular communication with decision makers within customer organizations.</li> <li>Train customers on various business issues and applications to maximize value.</li> <li>Respond to various customer requests and needs.</li> <li>Answer inquiries by phone, email, and internet response.</li> <li>Perform other duties as needed or assigned by supervisor.</li> <li>Other duties may be assigned. </li></ul> MINIMUM QUALIFICATIONS AND REQUIREMENTS: <ul> <li>High School Diploma or GED. </li> <li>Up to 2 years of experience in a customer service role.</li> <li>Ability to type 45 wpm and perform 10-key by touch.</li> <li>Strong verbal and written communication skills, and organization and planning skills.</li> <li>Knowledge and experience with Microsoft office applications.</li> <li>Ability to prioritize pending tasks in a logical manner.</li> <li>Ability to learn quickly and retain information.</li></ul> WORKING CONDITIONS: <ul> <li>Office environment.</li></ul> Candidates may be subject to a background check and drug screen, in accordance with applicable laws. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

McLane

Representative, Customer Service I

Financial Services Representative - Highland Park, IL

<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 – FINRAThe base salary range for this position is $45,000 - $70,000 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.Most 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.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service

Financial Services Representative - Brea, CA

Description - External Under limited supervision, this position handles non-routine customers and issues while achieving customer satisfaction by providing accurate, timely, and consistent information and solutions. This position provides a reliable communication network for customers resulting in strong business relationships. McLane promotes earning, learning, and living a great life. We are a team, and we want to work with you. So, here's the details: <ul><li>Generous benefits available on your 60th day: medical, dental, and vision insurance, FSA/HSA and company-paid life insurance. </li><li>Get paid early. Get paid fast. </li><li>401(k) with annual company match. </li><li>Paid holidays, vacation time, educational assistance program, and more!</li></ul> ESSENTIAL JOB FUNCTIONS / PRINCIPAL ACCOUNTABILITIES: <ul><li>Monitor customer reporting; communicate critical issues. </li><li>Research and respond to customer inquiries.</li><li>Maintain customer files to ensure up to date information.</li><li>Manage customer requests for assistance, information, and issue resolution.</li><li>Provide accurate and consistent responses to customer concerns and questions, taking immediate action to ensure customer needs are met.</li><li>Maintain regular communication with decision makers within customer organizations.</li><li>Train customers on various business applications to maximize company value to the organization.</li><li>Analyze and respond to various customer requests involving store level and group level information.</li><li>Respond to various customer requests and needs.</li><li>Answer inquiries by phone, email, and internet response.</li><li>Perform other duties as needed or assigned by supervisor.</li><li>Other duties may be assigned. </li></ul> MINIMUM QUALIFICATIONS AND REQUIREMENTS: <ul><li>High School Diploma or GED. </li><li>2 or more years of customer service experience.</li><li>Ability to type 45 wpm and perform 10-key by touch.</li><li>Strong verbal and written communication skills, and organization and planning skills.</li><li>Knowledge and experience with all Microsoft office applications.</li><li>Ability to prioritize pending tasks in a logical manner.</li><li>Ability to learn quickly, retain information and meet deadlines.</li></ul> WORKING CONDITIONS: <ul><li>Office environment.</li></ul> Candidates may be subject to a background check and drug screen, in accordance with applicable laws. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

122 Customer Service / Client Services Jobs