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<h3>Job Description:</h3>The Role Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity’s valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect… As a new CRA, you’ll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you’ll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE®, Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we’re here to support you every step of the way! <a href="http://www.finra.org/registration-exams-ce/qualification-exams" target="_blank">(Learn More) </a> 2. Skill Development In the following months, you’ll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you’ll explore new career paths through job shadowing and our career center.The Expertise and Skills You Bring<ul><li>Aptitude and dedication to complete the FINRA SIE ®, Series 7 Top Off and Series 63 exams through our industry-leading licensing program.</li><li>Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making.</li><li>A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. </li><li>Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions.</li><li> A desire for growth and a mindset that generates long term success through adaptability and personal accountability.</li><li>Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution.</li><li>Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position The TeamOur Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community.Our 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, and Wellness Program. <a href="http://jobs.fidelity.com/media/30wgvbqc/tpbs-cra-02-25-den-mmk-nc-slc-smt-wlk-2025.pdf" target="_blank">(Learn More)</a> <h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service, SalesFidelity’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

Customer Relationship Advocate Career Development Experience- Merrimack, NH

<h3>Job Description:</h3>The Role Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity’s valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect… As a new CRA, you’ll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you’ll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE®, Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we’re here to support you every step of the way! <a href="http://www.finra.org/registration-exams-ce/qualification-exams" target="_blank">(Learn More) </a> 2. Skill Development In the following months, you’ll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you’ll explore new career paths through job shadowing and our career center.The Expertise and Skills You Bring<ul><li>Aptitude and dedication to complete the FINRA SIE ®, Series 7 Top Off and Series 63 exams through our industry-leading licensing program.</li><li>Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making.</li><li>A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. </li><li>Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions.</li><li> A desire for growth and a mindset that generates long term success through adaptability and personal accountability.</li><li>Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution.</li><li>Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position The TeamOur Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community.Our 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, and Wellness Program. <a href="http://jobs.fidelity.com/media/4rkp1qv0/tpbs-cra-0225-cov-jax-2025.pdf" target="_blank">(Learn More)</a> <h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service, SalesFidelity’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.

Customer Relationship Advocate Career Development Experience- Covington, KY

<h3>Job Description:</h3>The Role Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity’s valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect… As a new CRA, you’ll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you’ll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE®, Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we’re here to support you every step of the way! <a href="http://www.finra.org/registration-exams-ce/qualification-exams" target="_blank">(Learn More) </a> 2. Skill Development In the following months, you’ll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you’ll explore new career paths through job shadowing and our career center.The Expertise and Skills You Bring<ul><li>Aptitude and dedication to complete the FINRA SIE ®, Series 7 Top Off and Series 63 exams through our industry-leading licensing program.</li><li>Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making.</li><li>A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. </li><li>Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions.</li><li> A desire for growth and a mindset that generates long term success through adaptability and personal accountability.</li><li>Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution.</li><li>Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position The TeamOur Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community.Our 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, and Wellness Program. <a href="http://jobs.fidelity.com/media/4rkp1qv0/tpbs-cra-0225-cov-jax-2025.pdf" target="_blank">(Learn More)</a><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service, SalesFidelity’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.

Customer Relationship Advocate Career Development Experience- Jacksonville, FL

<h3>Job Description:</h3>The Role Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity’s valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect… As a new CRA, you’ll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you’ll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE®, Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we’re here to support you every step of the way! <a href="http://www.finra.org/registration-exams-ce/qualification-exams" target="_blank">(Learn More) </a> 2. Skill Development In the following months, you’ll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you’ll explore new career paths through job shadowing and our career center.The Expertise and Skills You Bring<ul><li>Aptitude and dedication to complete the FINRA SIE ®, Series 7 Top Off and Series 63 exams through our industry-leading licensing program.</li><li>Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making.</li><li>A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. </li><li>Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions.</li><li> A desire for growth and a mindset that generates long term success through adaptability and personal accountability.</li><li>Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution.</li><li>Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position The TeamOur Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community.Our 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, and Wellness Program. <a href="http://jobs.fidelity.com/media/30wgvbqc/tpbs-cra-02-25-den-mmk-nc-slc-smt-wlk-2025.pdf" target="_blank">(Learn More)</a> The base salary range for this position is $42,000 - $60,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service, Sales

Customer Relationship Advocate Career Development Experience- Greenwood Village, CO

<h3>Job Description:</h3><h3>The Role</h3>This Vice President, Digital Assets Product Manager role at Fidelity is responsible for building out the infrastructure for Fidelity’s Digital investment products operational ecosystem. The focus on cryptocurrencies, tokenized products, and blockchain technology adds a groundbreaking dimension to the position! The areas for evaluation will include Fidelity Fund Investment Operations (FFIO). The Vice President will provide critical digital subject matter expertise and context to accelerate the product roadmap and future state of the organization's operational capabilities and functions.<h3>The Expertise and Skills You Bring</h3><ul><li>Bachelor’s Degree or equivalent experience.</li><li>12+ years’ proven experience preferred including digital asset products servicing with an asset manager, audit firm or custodian.</li><li>Outstanding knowledge of alternative investments with an emphasis on broad and deep operations of digital products including cryptocurrencies and tokens and requirements related to using a blockchain for recording of capital and portfolio transactions for both registered and pooled investment funds.</li><li>Demonstrated ability to develop and implement a strategic plan.</li><li>In-depth knowledge of US GAAP accounting financial reporting standards for investment companies including public and private funds. CAIA and /or CFA is a plus.</li><li>Research skills including the proficiency to collect information about a topic, review that information and analyze and interpret the details in a way to support a solution.</li><li>Strong written and verbal communications skills. You will be able to absorb sophisticated information and present it in a clear, digestible way to multiple audiences.</li><li>Excellent administrative skills and attention to detail, with an ability to deliver multiple, concurrent high priority assignments and due dates.</li><li>Proficiency in various PC software applications including Microsoft Excel, Word, and PowerPoint. Power BI preferred.</li><li>This role can be filled at the VP or Director level based on experience and business needs.</li></ul><h3>The Team</h3><ul><li>In Global Product Solutions (GPS), we are on a mission to deliver innovation and outstanding product and program solutions from concept through execution while encouraging our talent. Our multifaceted and energetic team is nestled within the FFIO organization. The Digital team, in particular, is a central service team passionate about on-boarding new product requirements from Asset Management to help expand FFIO’s capabilities and to from operational readiness to a scalable target state operating model. Interacting with various groups within Fidelity and representing the business to customers and partners make for a multidimensional and engaging work environment. Come and join this diverse team as we perform incredible work!</li></ul><h3>Certifications:</h3><h3>Category:</h3>Product 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.

Vice President, Digital Assets Product Manager

Title: Financial Aid Coordinator
Employee Classification:&nbsp;
Institution:&nbsp;TCAT-Memphis
Department: Student Services
Campus Location: TCAT Memphis - Instructional Service Center
Job Summary
Financial Aid Coordinator Supervise, evaluate, and train financial aid staff Coordinate financial aid programs including PELL, TN Promise, TN Reconnect, TELS, etc. Inspect student aid files to ensure compliance with state and federal guidelines Review verification process and resolution of conflicting information Process Return of Title IV &amp; Reconciliation of financial aid accounts Monitor and evaluate student progress to determine continued financial aid eligibility Compile and complete financial aid reports in a timely manner Maintain compliance in all aspects of federal and state regulations Attend federal and state workshops and conferences Assign tasks to financial aid staff
Job Duties
Minimum Qualifications
Bachelor's degree from an accredited institution with an emphasis in accounting, business, or finance Four (4) years of administrative responsibility including supervision of staff Knowledge of Department of Education federal/state financial aid rules and regulations Knowledge of financial aid programs including PELL, TSAA, SEOG, TN Lottery Scholarship Demonstrated proficiency in oral and written communication Evidence of ability to plan, organize and manage multiple tasks with attention to detail and accuracy Proficient in computerized accounting systems and software programs Experience working in a higher education environment a plus
Preferred Qualifications
Bachelor's degree from an accredited institution with an emphasis in accounting, business, or finance Four (4) years of administrative responsibility including supervision of staff Knowledge of Department of Education federal/state financial aid rules and regulations Knowledge of financial aid programs including PELL, TSAA, SEOG, TN Lottery Scholarship
Knowledge, Skills, and Abilities
Bachelor's degree from an accredited institution with an emphasis in accounting, business, or finance Four (4) years of administrative responsibility including supervision of staff Knowledge of Department of Education federal/state financial aid rules and regulations Knowledge of financial aid programs including PELL, TSAA, SEOG, TN Lottery Scholarship Demonstrated proficiency in oral and written communication Evidence of ability to plan, organize and manage multiple tasks with attention to detail and accuracy Proficient in computerized accounting systems and software programs Experience working in a higher education environment a plus
Physical Demands / Working Conditions 
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Motlow State Community College


      Financial Aid Coordinator
    

<h3>Job Description:</h3>Business Consultant &amp; Transformation DirectorIn this role you will be an individual contributor supporting cross-functional operating model transformation by analyzing and driving improvements across people, process, technology, and governance. You will regularly collaborate with business leaders at all levels and their teams to analyze and assess processes and design, develop, and deploy solutions. Directors quickly become proficient on detailed and complicated subject matter to develop recommendations and requirements for business improvement. You will also evolve the tools and standards we apply to optimize our team's value proposition.The Expertise You HaveSuccessful candidates will be able to demonstrate a proven track record of:<ul><li>Business problem validation</li><li>Conducting process and data analysis including cost benefit analysis, modeling, process mapping, and data flows</li><li>Designing, redesigning, and improving business processes using six sigma, lean, agile, and quality management methodologies</li><li>Leading projects and delivering solutions autonomously</li><li>Influential leadership across all levels, often through effective PowerPoint presentations</li><li>Leading large-scale initiatives with multiple workstreams from concept to implementation</li><li>External consulting experience, preferred</li><li>Financial Services / Benefits Outsourcing industries experience, preferred</li></ul>The Skills You Bring<ul><li>7-10 years of experience delivering quantifiable value via operations transformation in large organizations</li><li>Passion for improving all aspects of our business</li><li>Strength in translating quantitative analysis into insights that support unbiased recommendations</li><li>Problem-solving that is underpinned by a keen understanding of objectives, an innovative spirit, and practicality</li><li>Options and recommendations generation via top-down structuring and value analysis</li><li>Ability to synthesize requirements for user experiences, business capabilities, and technology enablers</li><li>Curiosity to explore root causes of ambiguous business situations through supportive interviews, analytic research, and investigation</li><li>Communication that is clear and concise verbally and is impactful and easy to consume in written and visual form</li><li>Skilled facilitation of large working sessions of cross-functional team members</li><li>Accountability for outcomes that are often achieved through partnerships and influence of peers and leaders</li><li>Program leadership that often involves complex and multifaceted workstreams</li><li>Adaptability to evolving and sometimes ambiguous business challenges</li><li>Effective at navigating complexity and creating focus on what truly matters</li></ul>Note: Fidelity will not provide immigration sponsorship for this position.The TeamFidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees.Performance Delivery is a center of excellence, serving as an internal consultancy to aid business leaders with crafting strategy and steering the development and deployment of leading practices and solutions within Fidelity’s Workplace Investing’s (WI) Sales, Service, and Operations. We deliver value across a broad portfolio of cost and revenue improvement while focusing on risk reduction, quality improvement, customer satisfaction, associate experience, and strategic enablement. Every associate has a meaningful role adding to the team’s bench strength, standard practices, and career development. And they have fun doing it!<h3>Certifications:</h3><h3>Category:</h3>Consulting SupportFidelity’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.

Business Consultant & Transformation Director

<h3>Job Description:</h3>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: LA Century City, Pasadena, Burbank South Bay/ Torrance, Santa Monica, Seal Beach, Brea, Rancho Cucamonga, Woodland Hills, Thousand OaksAs a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.The Team While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.The Expertise You Have<ul><li>Series 7 required</li><li>Series 63 or ability to obtain within 90 days</li><li>2-3 years of previous financial services experience</li></ul>The Skills You Bring<ul><li>Broad based knowledge and understanding of general financial planning concepts</li><li>Proven customer service, client support and problem resolution skills</li><li>Strong verbal and written communication skills</li><li>Ability to effectively influence others</li><li>Robust time management and organizational skills</li></ul>The Value You Deliver<ul><li>Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests</li><li>Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client</li><li>Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client</li><li>Collaborate with internal business partners to research and resolve complex client requests</li><li>Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request</li></ul>The base salary range for this position is $46,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service, Relationship Management, Sales

Client Support Specialist –  Greater Los Angeles, CA Area

<h4>Thank you for your interest in a career at NeighborHealth, formerly East Boston Neighborhood Health Center!</h4>Everywhere you turn, you can feel the immeasurable level of enthusiasm here at NeighborHealth! We are one of the largest community health centers in the country, supporting the greater Boston area and focusing on the well-being of our patients and local community. From the nurses and physicians on the front line of patient care, to the managers who lead and guide our staff, to the many support roles that keep our facilities running smoothly - everyone plays a vital role in improving medicine for our patients.Interested in this position? Apply online and create a personal candidate account!Current Employees of NeighborHealth- Please use our internal careers portal to apply for positions.To learn more about working at NeighborHealth and our benefits, please visit out our Careers Page.Time Type: Full timeDepartment: PediatricsAll Locations: 10 Gove Street – Taylor BuildingPosition Summary: As a customer service expert, you are a liaison for all patients seeking services at NeighborHealth. As a member of the Patient Access Team you will be expected to interact in a professional, friendly and welcoming manner while capturing accurate information in order to provide a superior customer experience. The Patient Access Coordinator will be expected to book, cancel, reschedule, and check out appointments and answer phones according to the Registration department guidelines. Schedule: Monday - Friday, 8:00AM - 5:00PM and includes evening, weekend and holiday rotationsEssential Duties and Responsibilities:<ul><li>Check-out appointments and create follow up visits or recalls.</li><li>Book, cancel and/or reschedule appointments as needed for patients walking in.</li><li>Answer Phones.</li><li>Document clear and concise telephone encounters or RX refill request and route appropriately.</li><li>Navigate and document in the Electronic Medical Record (Epic), to access relevant and appropriate information.</li></ul>Qualifications and Requirements:<ul><li>HS Diploma/GED.</li><li>Minimum of 1 year customer service and/or administrative experience.</li><li>Excellent written and verbal communication, judgement and problem solving skills.</li><li>Bilingual fluency Spanish/English required.</li><li>Knowledge of medical terminology and experience working with electronic medical record technology a plus.</li><li>Proficient in Microsoft Office Suite.</li></ul>Benefits:<ul><li>Medical, dental, and vision coverage.</li><li>Life and disability insurance.</li><li>401(k) retirement plan.</li><li>Tuition reimbursement.</li><li>Flexible spending and transportation accounts.</li><li>Paid holidays, vacations, sick, and personal time.</li><li>Generous staff development benefit.</li><li>Excellent malpractice coverage.</li><li>Pet insurance.</li><li>And much more.</li></ul>Pay Range:19.55 up to 29.33 based on experience

Coordinator, Patient Access

<h4>Thank you for your interest in a career at NeighborHealth, formerly East Boston Neighborhood Health Center!</h4>Everywhere you turn, you can feel the immeasurable level of enthusiasm here at NeighborHealth! We are one of the largest community health centers in the country, supporting the greater Boston area and focusing on the well-being of our patients and local community. From the nurses and physicians on the front line of patient care, to the managers who lead and guide our staff, to the many support roles that keep our facilities running smoothly - everyone plays a vital role in improving medicine for our patients.Interested in this position? Apply online and create a personal candidate account!Current Employees of NeighborHealth- Please use our internal careers portal to apply for positions.To learn more about working at NeighborHealth and our benefits, please visit out our Careers Page.Time Type: Part timeDepartment: RegistrationAll Locations: 10 Gove Street – Taylor BuildingPosition Summary: NeighborHealth is hiring a Patient Access Coordinator! Schedule: Monday-Friday, 11am-3pm and includes flexibility based on dept needs in the Emergency Department As a customer service expert, you are a liaison for all patients seeking services at NeighborHealth. As a member of the Patient Access Team, you will be expected to interact in a professional, friendly and welcoming manner while capturing accurate information in order to provide a superior customer experience. The Patient Access Coordinator will be expected to register and arrive patients in the Epic system, and answer phones according to the Registration department guidelines.Duties and Responsibilities: <ul><li>Acts as a mentor to new and existing registration staff.&nbsp;</li><li>Works with supervisor to orient and train new staff to department policies, procedures and workflow.</li><li>Schedules appointments for all patients as requested by the patient or provider.</li><li>Sets up the recalls for returning patients as instructed by the provider</li><li>Answers the telephone in a polite and courteous manner. Identifies the department and introduces self.</li><li>Works closely and professionally with the clinical team to assist patients who walk-in with symptoms. Obtains all relevant information to properly forward to the clinical team</li><li>Manages all incoming and outgoing in basket messages</li><li>Creates Telephone encounters for patients with non-urgent concerns in need of a call from someone in the clinical team</li><li>Scrubs schedule for all outstanding arrived appointments and complete them through the checkout process.</li><li>Utilizes Dental/Optical software according to the department</li><li>Verify insurance in advance and same day.</li></ul>Skills/Abilities <ul><li>Demonstrate excellent communication skills and ability to interact professionally with individuals at all levels.</li><li>Proficiency with technology using Windows, Epic, Workday, RTE, MassHealth portal</li><li>Demonstrate flexibility while being able to multi task and in a fast-paced environment.</li></ul>Experience <ul><li>At least two years of experience working in health care and/or with MassHealth insurances with a focus on creating an excellent patient experience.</li></ul>Education <ul><li>High School Diploma or G.E.D. required</li><li>Bilingual skills required (spanish/english)</li><li>Maintain annual CAC certification</li></ul>Benefits<ul><li>Medical, dental, and vision coverage.</li><li>Life and disability insurance.</li><li>401(k) retirement plan.</li><li>Tuition reimbursement.</li><li>Flexible spending and transportation accounts.</li><li>Paid holidays, vacations, sick, and personal time.</li><li>Generous staff development benefit.</li><li>Excellent malpractice coverage.</li><li>Pet insurance.</li><li>And much more.</li></ul>Pay Range$19.55 up to $29.33 based on experience NeighborHealth opens our doors to people from all demographics and cultures. Our workforce is as diverse as the city we call home - in gender, race, ethnicity, sexual orientation, disability, religion, and age, as well as in cultural backgrounds, life experiences, thoughts, and ideas.

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