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<h3>Job Description:</h3>The Managing Director (MD) is entrusted with a book of business of defined contribution. The Managing Director is the primary contact for the client and works in a team structure which is collectively responsible for managing, educating, resolving client issues, building relationships and meeting the needs of Plan Sponsors.The Expertise and Skills We’re Looking For<ul><li>College degree preferred or equivalent work-related experience.</li><li>Series 7 &amp; 63 required.</li><li>8+ years of Relationship Management or Client Service experience; preferably within Retirement/401K industry.</li><li>Your retirement plan record keeping and administration experience.</li><li>Your relationship management experience.</li><li>You have excellent verbal and written communication skills.</li><li>Your excellent organization and time management skills and attention to detail.</li><li>You have demonstrated problem-solving skills.</li><li>Your effective presentation skills, influence and negotiation skills.</li><li>Verifying client agreement about the issues and options before implementing with solutions. Developing, managing and maintaining strong client relationships.</li><li>Building strong partnerships based on shared commitment to mutual goals. Sets the strategic direction for the plan and demonstrates ultimate ownership and accountability for the client relationship. Acts as the client’s 'trusted advisor'.</li><li>Building client relationship to highest level of decision makers.</li><li>Planning and conducting effective in-person and/or phone meetings.</li><li>Makes thorough plans and preparations for client meetings.</li><li>Properly planning, influencing, and implementing Fidelity solutions to address needs.</li><li>Differentiating Fidelity's benefits approach against competitive benefit solutions.</li><li>Facilitating discussions with clients regarding legal, regulatory and design issues across the plan. Consults with clients on qualified and potentially nonqualified plan design alternatives.</li><li>Coordinating internal resources to provide analysis and recommendations to clients on design alternatives.</li><li>The MD is responsible for analyzing the client's investment architecture and providing appropriate alternatives.</li><li>Identifying key drivers and maintains consistent formal/informal contact with key client decision makers.</li><li>Actively facilitating Investment Review meetings.</li><li>Working closely and actively leads discussions with Investment Consulting to create effective investment strategies and develop solutions that benefit clients/Fidelity.</li><li>Assisting Plan Sponsors with plan corrections, resolving operational defects, PSW navigation, providing plan and participant literature, and contribution inquiries.</li><li>The MD is expected to own the client relationships for which they are accountable.</li><li>This includes problem resolution on behalf of clients to produce a satisfactory outcome.</li><li>The MD is considered the lead associate for the Book of Business with supporting functions (Client Service Manager, Testing and Reporting Analyst) providing services through the MD to the client.</li><li>The MD is responsible for building and developing strong internal working relationships with Fidelity personnel in support of service delivery. </li></ul>TeamThe Managing Director focuses on understanding and responding to client needs. In this position you assume a consultative role to acquire a clear understanding of the business need and the client’s perception of relevant issues. You will ensure client satisfaction by seeking feedback and anticipate issues and/or concerns to proactively provide solutions.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Relationship ManagementFidelity’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

Director, Managing Director- 401K Relationship Manager

Job Title Nurse Transplant Coordinator/UKHC Requisition Number RE50553 Working Title Nurse Transplant Coordinator Department Name H3420:Transplant Work Location Louisville, KY Grade Level 11 Salary Range $26.00-45.70/hour Type of Position Staff Position Time Status Full-Time Required Education ADN Click here for more information about equivalencies: <a href="https://hr.uky.edu/employment/working-uk/equivalencies" target="_blank">https://hr.uky.edu/employment/working-uk/equivalencies</a> Required Related Experience 3 yrs Required License/Registration/Certification Registered Nurse (RN) Physical Requirements The physical requirements of this position include: the ability to lift, carry, push, and pull 25-100 pounds on a daily basis; regularly sit at a computer work station for extended periods of time with regular repetitive motions (such as typing); as well as stand, walk and sit for long periods of time. The conditions of work may involve exposure to communicable diseases and injury from intractable patients or sharp instruments Shift Primarily day shift, Monday through Friday, with on-call shift rotations as needed. Job Summary The Transplant Nurse Coordinator is responsible coordinating new patient referrals, evaluation, listing, and transplant care management of patients. This process will include multi-organ patients as well as single organ patients. Additionally, this person will collaborate with all team members to provide individualized, multidisciplinary patient care, and participate in quality improvement efforts in alignment with program, department, and hospital strategic plans. The Transplant Nurse Coordinator is a liaison and initial professional point of contact for providers and patients. This position is located in Louisville, KY. Skills / Knowledge / Abilities Excellent nursing care skills; a “self-starter” mentality; organizational skills; a comprehensive knowledge of other disciplines; the ability to prioritize appropriately; and basic to proficient computer/technical skills, including text processing, spreadsheet manipulation, database processes, and Outlook knowledge and abilities. Does this position have supervisory responsibilities? No Preferred Education/Experience BSN, transplant experience, and CCTC (Certified Clinical Transplant Coordinator) certification preferred. Deadline to Apply 07/13/2025 Our University Community We value the well-being of each of our employees and are dedicated to creating a healthy place for everyone to work, learn and live. In the interest of maintaining a safe and healthy environment for our students, employees, patients and visitors the University of Kentucky is a Tobacco &amp; Drug Free campus. As an Equal Opportunity Employer, we strongly encourage veterans, individuals with disabilities, women, and all minorities to consider our employment opportunities. Any candidate offered a position may be required to pass pre-employment screenings as mandated by University of Kentucky Human Resources. These screenings may include a national background check and/or drug screen.

Nurse Transplant Coordinator/UKHC

Job Title FWS Fall 2025, Enrollment Management Telecats Requisition Number DU13543 Department Name 1B531:Federal Work Study Work Location 160 Funkhouser Dr Lexington, KY 40506 Salary Range $12.00 Type of Position Student Position Time Status Part-Time Required Education N/A Required Related Experience Customer Service Required License/Registration/Certification N/A Physical Requirements Sitting for duration of shift. Shift Monday – Thursday 2:00 PM – 6:00 PM. Student is required to work at least two days per week. Combination of days and times are flexible. Job Summary Assist the Office of Undergraduate Admission by calling prospective students regarding admission and recruitment events. Also assist in preparing for upcoming events and recruitment programs.&nbsp; Skills / Knowledge / Abilities N/A Does this position have supervisory responsibilities? No Preferred Education/Experience Customer Service Deadline to Apply 08/04/2025 Our University Community We value the well-being of each of our employees and are dedicated to creating a healthy place for everyone to work, learn and live. In the interest of maintaining a safe and healthy environment for our students, employees, patients and visitors the University of Kentucky is a Tobacco &amp; Drug Free campus. As an Equal Opportunity Employer, we strongly encourage veterans, individuals with disabilities, women, and all minorities to consider our employment opportunities. Any candidate offered a position may be required to pass pre-employment screenings as mandated by University of Kentucky Human Resources. These screenings may include a national background check and/or drug screen.

FWS Fall 2025, Enrollment Management Telecats

<h3>Job Description:</h3>The RoleAre you interested in working in a fast paced, evolving organization? The Defined Contribution Conversion Lead (DCC) is a member of the Implementation Team responsible for coordinating the transition of Defined Contribution Plans to DC Plan Services.<ul><li>The documentation and coordination of conversion data from prior recordkeepers. Our DCC's work with the client to develop a Conversion Strategy which details how the data will be converted to Fidelity. We then coordinate the delivery of this data from the Prior Recordkeeper and review the package for completeness. The DCC follows up with Prior Recordkeepers until all expected data is received and all questions are resolved.</li><li>The DCC also coordinates the transfer of assets to Fidelity, reconciles the trust balances to participants’ account balances, identifies all variances, and works with the client to resolve differences.</li></ul>The Expertise and Skills You Bring<ul><li>This position requires a minimum of 2 years’ experience in a combination of implementation and/or 401(k) operations. The individual should have a general understanding of the retirement market, client service, implementation processes, and a demonstrated ability in the duties and responsibilities mentioned above. A detailed understanding of Fidelity and its products and services is preferred.</li><li>Strong organizational and operational skills and the ability to work well with internal partners. The ability to anticipate potential problems and to plan for such events.</li><li>Proven problem solving and client management abilities. Excellent written and oral communication skills and attention to detail.</li><li>Strong presentation, consulting, and negotiating skills.</li><li>Strong analytical, problem-solving, problem identification skills.</li><li>Strong organizational/time management skills, auditing skills.</li><li>Bachelor’s degree or equivalent experience preferred.</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamAs part of the Implementation Team, the DCC will participate in the discovery process with the Client, Prior Recordkeeper, and Prior Trustee to collect all data vital to complete the Implementation or Corporate Action Project. The DCC will act as the primary point of contact for the client on the following Implementation or Corporate Action project details: data conversion and asset transfer and reconciliation. We strive to provide outstanding execution and service throughout the project life cycle.<h3>Certifications:</h3><h3>Category:</h3>Client 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.

Defined Contribution Conversion Lead

Job Title Tenure Track Professor in Management Requisition Number FE04549 Working Title Department Name 8F230:Department of Management Work Location Lexington, KY Type of Position Faculty Position Time Status Full-Time Tenure Track Status Tenure Track Required Education Eligible candidates must hold a Ph.D. in management or a related field. Required Related Experience 7 years Required License/Registration/Certification None Job Summary The Department of Management in the Gatton College of Business and Economics at the University of Kentucky seeks applications to fill one tenure-eligible position at the Associate or Full Professor level (Regular Title Series, 9-month Assignment Period) beginning August 1, 2026. Research agenda is open, and teaching load consists of three courses per year. Eligible candidates must hold a Ph.D. in management or a related field. The position may also involve other duties such as curriculum-building, assisting with program management, and mentoring students. The courses and other assigned duties will be determined by the Department Chair based on the candidate’s interests and areas of expertise. The assignment may be adjusted annually based on needs and performance. The Gatton College of Business and Economics values excellence in research and teaching and offers an outstanding environment for faculty members to succeed. The Department of Management is home to the LINKS Center for Social Network Analysis which attracts international researchers from a wide variety of disciplines. We seek scholars who can contribute to and enhance our research profile and visibility. In addition to a vibrant undergraduate major and strong doctoral program, the department also offers a Master of Science in Strategic Human Resource Management and Analytics and contributes courses to the College’s MBA programs. Compensation is highly competitive and includes an attractive package of benefits. You may view our full range of employee benefits by visiting the UK employee benefits web site: <a href="http://www.uky.edu/HR/benefits/" target="_blank">http://www.uky.edu/HR/benefits/</a> For additional information about the position, please contact Professor Walter Ferrier (<a href="mailto:walter.ferrier@uky.edu" target="_blank">walter.ferrier@uky.edu</a>), chair of the Department of Management. We encourage you to visit our department website: <a href="http://gatton.uky.edu/faculty-research/departments/management" target="_blank">http://gatton.uky.edu/faculty-research/departments/management</a>. Applications must include a letter of interest (upload under cover letter), a current CV, and the names and contact information for at least three references (used to solicit recommendation letters in advanced rounds of the search process). Applications will be reviewed immediately, but the position will remain open until filled. The Gatton College of Business and Economics is nearing its 100th anniversary. Over that time, we have been preparing principled leaders for the global economy, producing high quality, influential research, and supporting economic growth in Kentucky and beyond. Accredited by the AACSB, Gatton proudly offers a full range of undergraduate, graduate, and professional business and economics degrees and certificates in both a face to face an online format. We are housed in a 220,000 square foot state-of-the-art facility where the college accommodates the fastest growing student enrollment on UK’s campus, reaching nearly 5,000 students in Fall 2024. Through teaching, research, and outreach, the Gatton College has a direct, tangible influence on the lives of Kentucky’s citizens and people around the world. We are looking for professionals who embody the College’s tagline of “Blue Means Business.” Located in central Kentucky, Lexington (metro population about 350,000) is widely known as the “horse capital of the world” and is roughly an hour’s drive from Louisville and Cincinnati. Lexington has a number of desirable amenities, vibrant dining and nightlife, and plenty of outdoor activities and it is regularly cited as one of the top places to live in the US. Please consider joining our team. Skills / Knowledge / Abilities Does this position have supervisory responsibilities? No Preferred Education/Experience Eligible candidates must hold a Ph.D. in management or a related field. Deadline to Apply Open Until Filled Yes Our University Community We value the well-being of each of our employees and are dedicated to creating a healthy place for everyone to work, learn and live. In the interest of maintaining a safe and healthy environment for our students, employees, patients and visitors the University of Kentucky is a Tobacco &amp; Drug Free campus. As an Equal Opportunity Employer, we strongly encourage veterans, individuals with disabilities, women, and all minorities to consider our employment opportunities. Any candidate offered a position may be required to pass pre-employment screenings as mandated by University of Kentucky Human Resources. These screenings may include a national background check and/or drug screen.

Tenure Track Professor in Management

Job Title Tenure Track Professor in Management Requisition Number FE04548 Working Title Department Name 8F230:Department of Management Work Location Lexington, KY Type of Position Faculty Position Time Status Full-Time Tenure Track Status Tenure Track Required Education Eligible candidates must hold a Ph.D. in management or a related field. ABDs who expect to complete their degrees by August 2026 may also be considered. Required Related Experience None Required License/Registration/Certification None Job Summary The Department of Management in the Gatton College of Business and Economics at the University of Kentucky seeks applications to fill one tenure-eligible position at the Assistant Professor level (Regular Title Series, 9-month Assignment Period) beginning August 1, 2026. Research agenda is open, and teaching load consists of three courses per year. Eligible candidates must hold a Ph.D. in management or a related field. ABDs who expect to complete their degrees by August 2026 may also be considered. The position may also involve other duties such as curriculum-building, assisting with program management, and mentoring students. The courses and other assigned duties will be determined by the Department Chair based on the candidate’s interests and areas of expertise. The assignment may be adjusted annually based on needs and performance. The Gatton College of Business and Economics values excellence in research and teaching and offers an outstanding environment for faculty members to succeed. The Department of Management is home to the LINKS Center for Social Network Analysis which attracts international researchers from a wide variety of disciplines. We seek scholars who can contribute to and enhance our research profile and visibility. In addition to a vibrant undergraduate major and strong doctoral program, the department also offers a Master of Science in Strategic Human Resource Management and Analytics and contributes courses to the College’s MBA programs. Compensation is highly competitive and includes an attractive package of benefits. You may view our full range of employee benefits by visiting the UK employee benefits web site: <a href="http://www.uky.edu/HR/benefits/" target="_blank">http://www.uky.edu/HR/benefits/</a> For additional information about the position, please contact Professor Walter Ferrier (<a href="mailto:walter.ferrier@uky.edu" target="_blank">walter.ferrier@uky.edu</a>), chair of the Department of Management. We encourage you to visit our department website: <a href="http://gatton.uky.edu/faculty-research/departments/management" target="_blank">http://gatton.uky.edu/faculty-research/departments/management</a>. Applications must include a letter of interest (upload under cover letter), a current CV, and the names and contact information for at least three references (used to solicit recommendation letters in advanced rounds of the search process). Applications will be reviewed immediately, but the position will remain open until filled. The Gatton College of Business and Economics is nearing its 100th anniversary. Over that time, we have been preparing principled leaders for the global economy, producing high quality, influential research, and supporting economic growth in Kentucky and beyond. Accredited by the AACSB, Gatton proudly offers a full range of undergraduate, graduate, and professional business and economics degrees and certificates in both a face to face an online format. We are housed in a 220,000 square foot state-of-the-art facility where the college accommodates the fastest growing student enrollment on UK’s campus, reaching nearly 5,000 students in Fall 2024. Through teaching, research, and outreach, the Gatton College has a direct, tangible influence on the lives of Kentucky’s citizens and people around the world. We are looking for professionals who embody the College’s tagline of “Blue Means Business.” Located in central Kentucky, Lexington (metro population about 350,000) is widely known as the “horse capital of the world” and is roughly an hour’s drive from Louisville and Cincinnati. Lexington has a number of desirable amenities, vibrant dining and nightlife, and plenty of outdoor activities and it is regularly cited as one of the top places to live in the US. Please consider joining our team. Skills / Knowledge / Abilities Eligible candidates must hold a Ph.D. in management or a related field. ABDs who expect to complete their degrees by August 2026 may also be considered. Does this position have supervisory responsibilities? No Preferred Education/Experience Eligible candidates must hold a Ph.D. in management or a related field. ABDs who expect to complete their degrees by August 2026 may also be considered. Deadline to Apply Open Until Filled Yes Our University Community We value the well-being of each of our employees and are dedicated to creating a healthy place for everyone to work, learn and live. In the interest of maintaining a safe and healthy environment for our students, employees, patients and visitors the University of Kentucky is a Tobacco &amp; Drug Free campus. As an Equal Opportunity Employer, we strongly encourage veterans, individuals with disabilities, women, and all minorities to consider our employment opportunities. Any candidate offered a position may be required to pass pre-employment screenings as mandated by University of Kentucky Human Resources. These screenings may include a national background check and/or drug screen.

Job Title Image Management Specialist/On-Call/UKHC Requisition Number DU13478 Department Name H3180:Imaging Services Work Location Lexington, KY - Chandler Salary Range $19.00-$30.09/hour Type of Position Other Position Time Status On Call Required Education Associate’s Degree Required Related Experience Two years Required License/Registration/Certification None Physical Requirements This position requires sitting, standing and/or walking for extended periods of time. Shift Primarily 2nd shift Job Summary Facilitate and enhance the working environment for the Radiologists by improving workflow to increase efficiency and productivity. Offer primary phone support and take appropriate action to facilitate requests from referring providers in an accurate and timely manner. Enhance patient safety and flow by assisting the Radiologist in managing patient information and priorities. Skills / Knowledge / Abilities MS Office; ability to work independently; customer service oriented; experience in a busy professional office setting. Does this position have supervisory responsibilities? No Preferred Education/Experience Associates degree plus three or more years of related professional experience preferred. Deadline to Apply 09/20/2025 Our University Community We value the well-being of each of our employees and are dedicated to creating a healthy place for everyone to work, learn and live. In the interest of maintaining a safe and healthy environment for our students, employees, patients and visitors the University of Kentucky is a Tobacco &amp; Drug Free campus. As an Equal Opportunity Employer, we strongly encourage veterans, individuals with disabilities, women, and all minorities to consider our employment opportunities. Any candidate offered a position may be required to pass pre-employment screenings as mandated by University of Kentucky Human Resources. These screenings may include a national background check and/or drug screen.

Image Management Specialist/On-Call/UKHC

<h3>Job Description:</h3>The RoleA DC Data Exchange Senior Manager leads a team of Data Exchange Consultants as they transition ongoing interface feeds containing financial and participant data for defined contributions plans transitioning to Fidelity. Your leadership and strategic approach is what allows your team to meet client demands.The Expertise and Skills You Bring<ul><li>5+ years of operational and/or implementation management experience</li><li>3-5 years leading people directly</li><li>Excellent verbal and written communication skills including the ability to effectively interact with colleagues and clients at all levels</li><li>Consistent record balancing customer service and happiness with sound business judgment</li><li>Knowledge of DC benefit plan administration</li><li>Operational mentality delivering consistent quality process and control outcomes</li><li>Dynamic leadership with a focus on talent development and delivering quality outcomes</li><li>Develop, analyze, and evaluate management reporting mechanisms, performance measurements and service standards. Work closely with internal partners to evaluate and identify trends and formalize strategies designed to improve efficiencies.</li><li>Strong interpersonal and organizational skills such as leading by influence and establishing relationships at all organization levels</li><li>Ability to understand processes from start to finish while also being able to simplify problems into measurable concepts</li><li>Ability to influence across multiple geographic locations, processes, and functions</li><li>Ability to collaborate with business partners to resolve end-to-end process issues and champion improvements to the customer and associate experience</li></ul>Fidelity is not providing immigration sponsorship for this positionThe TeamData Conversion resides in the broader WI Implementation function. The Implementation teams work with new WI clients to transfer their existing retirement plans and ongoing interface feeds to HRIS vendors on to Fidelity’s platform. Participant data, and participant retirement selections are updated across internal and external systems to meet the expectations of every client and participants serviced.<h3>Certifications:</h3><h3>Category:</h3>Client Service, Transaction ProcessingFidelity’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.

Senior Manager, Data Exchange Consultant

<h3>Job Description:</h3>Do you genuinely enjoy making a difference in the lives of others? If you answered “yes” and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Covington site.In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and​ connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role. ​What to expect…As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.<ul><li>Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans.</li><li>In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching.</li><li>Rewards &amp; Recognition: Your achievements will be celebrated as you progress through the program.</li><li>This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role.</li></ul>The Skills You Bring<ul><li>Ability to establish rapport and relationships through effective communication</li><li>Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers.</li><li>Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.)</li><li>Proficiency in navigating and troubleshooting basic technology issues or systems.</li><li>Handle a variety of situations and conversations driving towards a resolution suitable for all</li><li>Self-motivated teammate with strong social skills who brings energy and passion to the team</li><li>Minimum 1 year of customer service experience</li><li>High School diploma or GED required</li></ul>The Value You Deliver<ul><li>A passion for helping people</li><li>Desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making</li><li>Provide outstanding customer service and communication via voice or digital channels</li></ul>Note: Fidelity is not providing immigration sponsorship for this position Our Investments in YouOur benefit programs are crafted to help you and your loved ones strike the perfect balance. <a href="https://jobs.fidelity.com/media/tx0gn13m/fid-2025-tpbs-fca-region2.pdf" target="_blank">Click here to learn about a few featured benefits (not all benefits are listed)</a>Shifts and Hours: Monday – Friday. Training hours are 8:30am – 5:00pm EST and post training must be able to work an 8hr shift between the hours of 8:30am – 8:30pm EST<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.

Financial Customer Associate - Covington

<h3>Job Description:</h3>Do you genuinely enjoy making a difference in the lives of others? If you answered “yes” and are a customer service-minded champion, we are hiring Customer Support Representatives, also known as Financial Customer Associates (FCA) in our Covington site.In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and​ connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role. ​What to expect…As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.<ul><li>Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans.</li><li>In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching.</li><li>Rewards &amp; Recognition: Your achievements will be celebrated as you progress through the program.</li><li>This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role.</li></ul>The Skills You Bring<ul><li>Ability to establish rapport and relationships through effective communication</li><li>Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers.</li><li>Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.)</li><li>Proficiency in navigating and troubleshooting basic technology issues or systems.</li><li>Handle a variety of situations and conversations driving towards a resolution suitable for all</li><li>Self-motivated teammate with strong social skills who brings energy and passion to the team</li><li>Minimum 1 year of customer service experience</li><li>High School diploma or GED required</li></ul>The Value You Deliver<ul><li>A passion for helping people</li><li>Desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making</li><li>Provide outstanding customer service and communication via voice or digital channels</li></ul>Note: Fidelity is not providing immigration sponsorship for this position Our Investments in YouOur benefit programs are crafted to help you and your loved ones strike the perfect balance. <a href="https://jobs.fidelity.com/media/tx0gn13m/fid-2025-tpbs-fca-region2.pdf" target="_blank">Click here to learn about a few featured benefits (not all benefits are listed)</a>Shifts and Hours: Monday – Friday. Training hours are 8:30am – 5:00pm EST and post training must be able to work an 8hr shift between the hours of 8:30am – 8:30pm EST<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.

36 Project Management / Professional Services Jobs in Kentucky