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<p><strong>Join the Clean Energy Revolution</strong></p><p>Become a <strong>Management Data Analysis Advisor </strong>at Southern California Edison (SCE) and build a better tomorrow. In this job, you’ll support strategic decision making by collecting, transforming, and analyzing data to optimize resource planning and operational performance. This role bridges business and technical teams ensuring data accuracy, actionable insights, and efficient reporting. It combines strong analytical and problem-solving skills with clear communication to help leadership and cross-functional partners translate data trends into informed business strategies and process improvements.&nbsp; As a <strong>Management Data Analysis Advisor</strong>, your work will help power our planet, reduce carbon emissions and create cleaner air for everyone. Are you ready to take on the challenge to help us build the future?</p><h4><b>Responsibilities</b></h4><ul><li>Participates in the design, development and maintenance of our business intelligence infrastructure, enhancing our analytics ecosystem to support key decision-making processes</li><li>Partners with different business units to understand their data needs, driving the implementation of data solutions that meet strategic objectives</li><li>Designs advanced predictive models using statistical and data mining methods to create scalable solutions for real business problems</li><li>Identifies and prototypes industry best practices for emerging analytical tools</li><li>Conducts detailed data analysis on complex data used across businesses to evaluate performance and to synthesize findings into key insights for partner team's decision making</li><li>Builds and executes tools to monitor and report on data quality</li><li>Drives the delivery of complex analytics projects in terms of the design, development, project management and deployment with related functions</li><li>Delivers the assessment of new solutions, features and processes to inform whether to double down, pivot, or eliminate the feature or process</li><li>Builds well-managed data solutions, tools, and capabilities to enable self-service frameworks for data consumers</li><li>Maintains and sustains positives relationship with other data and analytics-focused teams to leverage ongoing initiatives and capabilities, or hand-over data models developed during programs</li><li>A material job duty of all positions within the Company is ensuring the protection of all its physical, financial and cybersecurity assets, and properly accessing and managing private customer data, proprietary information, confidential medical records, and other types of highly sensitive information and data with the highest standards of conduct and integrity.</li></ul><h4><b>Minimum Qualifications</b></h4><ul><li>Seven or more years of experience working with data visualization tools such as Power BI, Tableau, Power Apps, SAS or similar.</li></ul><p><strong>Preferred Qualifications</strong></p><ul><li>Bachelor's degree or higher in Business Analytics, Data Science, Business, or technical discipline, or an equivalent combination of education, training, and experience</li><li>7+ years of experience in data analysis, root cause analysis, and normalizing data</li><li>5+ years of experience in database design and administration</li><li>Experience extracting, transforming, and loading data from multiple sources</li><li>Experience with programming languages in Python, HTML, SQL and/or JSON</li><li>Proficient in Microsoft SharePoint, Power BI, Access, and/or Excel</li><li>Strong written, verbal, and interpersonal communication skills</li></ul><p><strong>Additional Information</strong></p><ul><li>The position’s work mode is&nbsp;<strong>remote</strong>. Employee is able to work primarily at home or remote however, the employee may be expected to come to an SCE facility on occasion. Unless otherwise noted, employees are required to work and reside in the state of California. Hiring organizations can add further requirements related to specific jobs. Further details of this work mode will be discussed at the interview stage. The work mode can be changed based on business needs.</li><li>Visit our Candidate Resource&nbsp;page to get meaningful information related to benefits, perks, resources, testing information, hiring process, and more!</li><li>Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.&nbsp;(External Posting only)</li></ul><p><strong>About Southern California Edison</strong></p><p>The people at SCE don't just keep the lights on. Our mission is so much bigger. We’re fueling the kind of innovation that’s changing an entire industry, and quite possibly the planet. Join us and create a future with cleaner energy, while providing our customers with the safety and reliability they demand. At SCE, you’ll have a chance to grow personally and professionally, making a real impact in Southern California and around the world.</p><p>Southern California Edison is a proud Equal Opportunity Employer, including disability and protected veteran status.</p><p>We are committed to ensuring that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodations at (833) 343-0727.</p>

Southern California Edison

Management Data Analysis Advisor

<p>At West Coast University, we share a<em> passion for students and transforming healthcare education!</em> As an associate for a certified Great Place to Work, you will join a collaborative, student-centric culture valuing academic integrity, mutual respect, student learning, service, responsiveness, innovation, diversity, and stewardship.&nbsp; As a part of this team, you will guide students to do more than change their own lives – you will help change the lives of every patient they care for throughout their career.</p><p><strong>You will make an impact by:&nbsp;</strong></p><ul><li>Answer a high volume of inbound calls/outbound dials and provide outstanding customer service to prospective students, fellow co-workers, and executives.</li><li>Receive and screen inbound calls for both American Career College and West Coast University.&nbsp; Route them to appropriate departments or individuals at the campuses, take detailed/accurate messages and forward accordingly.</li><li>Follow scripts based on call and provide information to prospective students in response to inquiries; perform data entry of personal information (name, address, source, email, phone number, etc.), transfer calls to the Admissions team member and assign the CRM record/information to the advisor based on rotation.&nbsp;</li><li>Be responsible for outbound calls for, both, American Career College and West Coast University using a Telephone Automatic dialing system to all web/affiliate inquiries that inquire via the internet.&nbsp;</li><li>Follow script and schedule Info-Sessions and/or appointments for prospective students to visit the campus.</li><li>Take appropriate information for Career Service Employer calls. Transfer calls to program specialist accordingly or take detailed messages and forward.</li><li>Monitor multiple queues throughout the day and review the invalid inquiries or inquiries that have been returned to queue.</li></ul><p><strong>Your Experience Includes:</strong></p><ul><li>Minimum 2 years’ experience preferred.</li><li>Customer Service experience.</li><li>A minimum of one to two years’ experience as a Call Center, Customer Service Representative, receptionist, or office related position.</li><li>Experience with handling a high volume of telephone calls with courtesy, speed, and accuracy.</li><li>Telephone Auto Dialing System experience preferred.</li></ul><p><strong>Education:</strong></p><ul><li>High School Graduate or equivalent required.</li></ul><p><strong>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.</strong></p><p>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.</p><p><em>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.</em></p>

West Coast University

Call Center Representative, Full Time

<h3>Job Description:</h3><h3>Relationship Manager</h3><p>As a Relationship Manager, you will be facilitating relationships with Fidelity’s most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day. </p><h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</li><li>1-3 years in financial services with an emphasis in providing an excellent customer experience</li><li>Planning experience and knowledge of financial markets and products</li><li>Strong social skills and the ability to deliver highly personalized service to each client</li><li>Ability to find success in a dynamic, deadline driven, and detailed compliance environment</li><li>Ability to think creatively and be comfortable making decisions with the support of your team</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><p>The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client’s needs top of mind.</p><h3>The Skills You Bring</h3><ul><li>You are able to facilitate setting targeted appointments that improve engagement with clients</li><li>You are client oriented and bring great perspective on financial planning</li><li>You have a vested interest in being an advocate for your clients</li><li>You are professional with a polished communication style compatible with high net worth clientele</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>You are key to the Fidelity relationship strategy</li><li>Deepening client relationships through long term mentorship</li><li>Collaborating with the Relationship Manager team company wide</li><li>Being responsible for the client contact strategy</li><li>Building long-lasting meaningful relationships with clients</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Relationship Management<p>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.</p><p>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.</p>

Fidelity Investments

Relationship Manager - Greenville, DE

<h3>Job Description:</h3><p><strong>Manager, Credit Risk</strong></p><p>As a Manager Credit Risk, you will independently assess and evaluate the credit worthiness of bank and broker-dealer counterparties across Fidelity platforms, primarily including National Financial Services (NFS, which includes Fidelity Capital Markets), FDIC Bank Sweep, Treasury, and Enterprise Services. You will also monitor the credit and market exposure to these counterparts. You will perform a qualitative and quantitative analysis of the financial condition of the firm, the products and markets in which the firm is engaged, the strength of the firm’s management team and whether there is any reputational risk in doing business with the counterpart. You will monitor credit limit usage for assigned counterparts, identify issues, and escalate with proposed solutions to the Vice President of Credit Risk as needed.</p><p>The Team</p><p>The Fidelity Institutional (FI) Credit Risk Management Team sits within the Fidelity Enterprise Risk Management organization and is part of the Credit and Counterparty Center of Excellence. The team is responsible for credit risk assessments of new and existing counterparties/clients including but not limited to banks, broker-dealers, hedge funds, registered investment advisers and corporations.</p><p>The Expertise You Have</p><ul><li>Bachelor’s degree in finance, economics, or accounting</li><li>3+ years of related credit experience</li><li>CFA or CFA Candidacy helpful but not required, or willingness to obtain</li></ul><p>The Skills You Bring</p><ul><li>Strong analytical, written, and oral communication skills that will be leveraged in influencing decisions</li><li>Your ability to work effectively in a trading environment, prioritize workload and contribute as a member of a dynamic, fast paced team</li><li>Strong teammate who is proactive, takes initiative, and communicates effectively with others</li><li>Your experience with Bloomberg, S&amp;P Capital IQ, PowerPoint, Excel, Tableau/Power BI a plus</li></ul><p>The Value You Deliver</p><ul><li>Performing written credit analysis on assigned new and existing bank/broker-dealer counterparts and establishing appropriate credit limits and guidelines based on analysis</li><li>Monitoring and escalating credit and market exposure as necessary, utilizing various financial tools to assess, monitor, and measure daily counterparty activity</li></ul><ul><li>Collaborating with the FCM trading desks, product teams, middle and back offices, treasury, as well as legal, risk, compliance partners to resolve issues and support the needs of the business/products</li><li>Participating in the development, enhancement and testing of risk management systems</li></ul><p><strong>Note: Fidelity is not providing immigration sponsorship for this position</strong></p>The base salary range for this position is $80,000-153,000 USD per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p>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.</p><p>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.</p><p>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.</p><h3>Certifications:</h3><h3>Category:</h3>Risk

Manager, Counterparty Credit Risk - Credit Risk

<h3>Job Description:</h3><h3>Financial Consultant</h3><p>If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.</p><h3>The Purpose of Your Role</h3><p>Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.</p><h3>The Expertise We’re Looking For</h3><ul><li><p>Previous success in building relationships, uncovering needs and recommending solutions</p></li><li><p>FINRA Series 7 &amp; 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire</p></li><li><p>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</p></li><li><p>Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</p></li><li><p>Being coachable, collaborative, and curious are your "go to" attributes</p></li><li><p>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</p></li><li><p>Motivated by results and finding solutions, you take initiative and exceed customer expectations</p></li><li><p>Extensive knowledge of investment solutions</p></li></ul><h3>Our Investments in You</h3><p>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!</p><h3>The Value You Deliver</h3><ul><li><p>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</p></li><li><p>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</p></li><li><p>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</p></li><li><p>You have a steadfast commitment to your clients while making a positive impact in the community</p></li></ul>The base salary range for this position is $60,000 - $75,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p><br>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.</p><p>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.</p><p>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.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA<h3>Category:</h3>Sales

Financial Consultant - Burlingame, CA

<h3>Job Description:</h3><h3><strong>Is it time to make new investments into your career?</strong></h3><p>Join a team that's an industry leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional growth, flexibility and support thus enabling long-term success for you and our clients. Your desire to grow and learn within the industry will open the door to a career path full of professional rewards.</p><p>We believe your natural resourcefulness unlocks new opportunities and your communication skill opens participants’ minds. We know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.</p><h3><strong>What to expect…</strong></h3><p>As part of the Workplace Planning and Advice outbound and inbound call team, you will start your journey in our multi-stage development to career planning and advice.</p><ul><li><p>You will connect with our participants to build effective relationships through calling and engaging warm leads. Guide our inactive and active 401(k) participants through all their available options while introducing them to our services.</p></li><li><p>You will learn and develop expertise in assisting 401(k) participants with general service needs and withdrawal requests in an inbound capacity, providing timely and accurate support to meet our participants needs.</p></li><li><p>As you gain relationship building and industry expertise, you’ll advance to taking consultative inbound calls from 401(k) participants helping them with their retirement and investment needs.</p></li></ul><p><strong>You are learning.</strong> We provide all the training you need to develop the skills needed to service our participants and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.</p><p><strong>You will be supported </strong>in learning the business and building skills in Fidelity's Relationship Model, our planning culture and how to best leverage technology to help our clients. Our top-quality training resources will ensure you have all the answers you need to provide participants with the best guidance – and to get the results you are striving toward.</p><p><strong>You are celebrated</strong>. Your achievements will be recognized and celebrated as you progress through your career. Our inclusive culture empowers associates to achieve success while building a supportive network. </p><p><strong>You are growing.</strong> 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.</p><p><strong>You can explore.</strong> You’ll experience variety in your work with dedicated time for development activities that go beyond answering participant calls so you can discover advanced planning roles to further your career.</p><h3><strong>The Skills You Bring</strong></h3><ul><li><p>Outstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads</p></li><li><p>Knowledge or experience in sales or the consultative relationship process</p></li><li><p>Demonstrate accountability and a goal-oriented mindset </p></li><li><p>Natural and demonstrated success in asking deeper questions to fully understand the client’s situation </p></li><li><p>Ability and flexibility to work in a “hybrid” work setting, both at home and in office</p></li><li><p>Comfortable with technology and ability to navigate multiple systems simultaneously</p></li><li><p>Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire</p></li></ul><h3><strong>The Value You Deliver</strong></h3><ul><li><p>Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce</p></li><li><p>Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions</p></li><li><p>Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations</p></li><li><p>Set up targeted appointments while identifying opportunities to address participant needs related to products and services</p></li></ul><h3><strong>Our Investments in You</strong></h3><p>Our benefits 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, Backup Dependent Care, Charitable match, and Concierge Services.</p><p>Sound too good to be true? See for yourself and learn more about our benefits offerings:</p><ul><li><p>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: <a href="https://www.youtube.com/watch?v=k3eVjXbsVA4" target="_blank">Benefits at Fidelity Investments (opens in a new tab)</a></p></li><li><p>Click here for a local news story about how we are helping our <a href="http://www.star-telegram.com/news/business/biz-columns-blogs/teresa-mcusic/article69488977.html" target="_blank">employee’s payback their student loan debt (opens in a new tab)</a></p></li></ul><p>Required Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service, Sales<p>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.</p><p>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.</p>

Workplace Planning Associate - Salt Lake City, Utah

<p><b>Thank you for your interest in a career at NeighborHealth, formerly East Boston Neighborhood Health Center!</b></p><p>As one of the largest community health centers in the country, NeighborHealth is proud to serve the greater Boston area with a strong commitment to the health and well-being of our patients and communities.</p><p>Whether you're a nurse or physician providing direct care, a manager leading dedicated teams, or part of the essential support staff who keep our operations running smoothly — every role at NeighborHealth is vital. Together, we’re advancing medicine and delivering the best care experience for our patients and community!</p><p>Interested in this position? Apply online and create a personal candidate account!</p><p><b>Current Employees of </b><b>NeighborHealth</b>- Please use our internal careers portal to apply for positions.</p><p>To learn more about working at NeighborHealth and our benefits, please visit out our Careers Page.</p><p><b>Time Type: </b></p>Full time<p><b>Department: </b></p>Registration<p><b>All Locations: </b></p>1601 Washington Street<p><b>Position Summary: </b></p>Primarily performs all registration and scheduling related activities in the South End Patient Access Department.  This includes the delivery of exceptional customer service and the accurate and comprehensive collection, verification, and of demographic, insurance, and account information.   In addition, the PAC supports various clinical department operations by answering incoming calls to the South End, performing primary functions such as appointment scheduling, coordinating refill requests, appropriately screening of calls that need to be transferred to a nurse, messages to providers, and outreach calls to patients by provider request. As a member of the Patient Access team, your goal is to maximize health center revenues through accurate comprehensive demographic, and account information and verified insurance coverage while facilitating efficient patient flow within the South End Location. A successful candidate would demonstrates superior customer service, written and verbal communication, judgment and problem solving skills<br><br>Schedule: Monday-Friday, 8:00AM - 5:00PM and includes evening, weekend and holiday rotations<p><i><b>Essential Duties and Responsibilities:</b></i></p><ul><li>Promotes a welcoming environment, being mindful of body language and side conversations, while consistently focusing on making patients feel welcomed by being attentive and responsive to their situation.</li><li>Communicates accurately and clearly to make sure patient/colleague understands information provided</li><li>Demonstrates the willingness to problem solve independently and the judgment to know when to seek assistance from others</li><li>Is responsive to feedback and demonstrates ability to apply feedback</li><li>Maintains a positive attitude</li><li>Adheres to Attendance, Punctuality, Dress code, Cell phone &amp; all NeighborHealth policies such as privacy, patient identification and infection control.</li><li>Maintain excellent punctuality and attendance.</li><li>Timely and accurate completion and submission of timesheets</li><li>Exhibits attentiveness at work by following NeighborHealth cell phone policy.</li><li>Attends and actively participates in staff meetings and trainings.</li><li>Maintains cooperative working relationships and builds team identity within the department, the Patient Access team and across the organization</li><li>Demonstrates self-motivation and independence by making optimal use of standby time</li><li>Understands the importance of covering all areas/tasks as needed to fulfill core departmental functions.</li><li>Verifies insurance per dept protocol using external insurance websites/portals and or RTE</li><li>Works within the scope of the departmental guidelines</li><li>Takes detailed messages and documents/sends via the appropriate communication tool</li><li>Proficient in the use of the electronic medical record (Epic) as it pertains to department-based workflows/guidelines as well as other electronic network tools such as Workday, Outlook, MyChart.</li><li>Reports delays in supply orders, safety and equipment problems, and malfunctioning or missing equipment.</li><li>Interacts in manner that is mindful of the individual by being sensitive to culture, age, gender and lifestyle</li><li>Strives to find common ground when interacting with patients and colleagues</li><li>SE PA Staff have a dual role: call center agents and registration staff. 50% or more of their time, they are functioning as call center agents.</li><li>Promptly answers all incoming calls via Touchpoint for the following queues: Main line, Primary Care, Hass Center, Nutrition, Vision, Patient Services, Behavioral Health, and Dental. Also assist with the COVID lines as needed. Back up agents for Women’s Health, Pediatrics and Recovery Services lines.</li><li>*plan to take service lines as prime agents</li><li>Meets departmental metric of completing 60-90 calls per day</li><li>Appropriately schedules, cancels, and or reschedules appointments for the following departments: Primary Care, Hass Center, Nutrition, Vision, Patient Services, Behavioral Health, Dental, and the COVID Department</li><li>Appropriately creates telephone and refill encounters and routes to the appropriate pools</li><li>Appropriate create COVID lab orders in Epic and create negative test result letters as needed</li><li>Appropriately refers patients to other departments when required and announces all warm transfer calls, in accordance to guidelines, to assure optimal delivery of customer service&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</li><li>Knowledge of “red flag”/urgent symptoms; know when immediate nurse involvement is needed&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</li><li>Assists in escalated complaints that are not specifically requesting a supervisor and creates CRMs&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</li><li>Follows the check in/registration guidelines</li><li>Follows check out guidelines when at the Hass, covering in BH/Dental/Vision departments in person</li><li>Process co-pay, self-payment posting as appropriate and cash handling following NeighborHealth protocol</li><li>Monitors waiting rooms when covering Registration</li><li>Process UDS, Privacy Notice, Consent to Bill/Treat forms, Care Partner forms, PHQ9, MVA/WC forms</li><li>Faxing sorting and distribution</li><li>Complete pre-registration WQs for Primary Care (includes WH and Pedi), Nutrition, Vision, BH,, Recovery Services, Neurology, Acupuncture, and Pedi Asthma</li><li>Complete the telehealth reports for all departments/providers at South End</li><li>Completes the Nutrition WQ/outreaches in the SE Internal WQ</li><li>Completes the in basket/staff messages request from providers</li></ul><p><b><i>EDUCATION: </i></b></p><ul><li>High School Diploma or G.E. Equivalent required.</li></ul><p><b><i>EXPERIENCE:</i></b></p><ul><li>One year of customer service experience previous experience in health insurance or medical setting strongly preferred.</li></ul><p><b><i>SKILLS/ABILITIES:</i></b></p><ul><li><b>Bilingual in English and Spanish required.</b></li><li>Demonstrates ability to work in a fast paced environment performing multiple tasks simultaneously.</li></ul><p><i><b>Benefits</b></i></p><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><p><i><b>Rate</b></i>: $21/hr</p><p><i>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.</i></p><p><b>EEO &amp; Accommodation Statement:</b></p><p>NeighborHealth is an equal employment/affirmative&nbsp;action employer. We ensure equal employment opportunities for all, without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity and/or expression or any other non-job-related characteristic. If you need accommodation for any part of the application process because of a medical condition or disability, please send an e-mail <a href="mailto:toHRrecruit@NeighborHealth.com" target="_blank">toHRrecruit@NeighborHealth.com</a>&nbsp;or call 617-568-4480 to let us know the nature of your request</p><p><b>Federal Trade Commission Statement:</b><br>According to the FTC, there has been a rise in employment offer scams. Our current job openings are listed on our website. We do not ask or require downloads of any applications, or “apps.” Job offers are not extended over text messages or social media platforms. We do not ask individuals to purchase equipment for or prior to employment.</p><p><b>E-Verify Program Participation Statement:</b></p><p>NeighborHealth participates in the Electronic Employment Verification Program, E-Verify. As an E-Verify employer, all prospective employees must complete a background check before beginning employment.</p>

NeighborHealth

NeighborhoodHealth

Coordinator, Patient Access

<h3>Job Description:</h3><h3>Financial Representative</h3><p>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.</p><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><p>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.</p><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 66 - FINRA<h3>Category:</h3>Customer Service<p>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.</p><p>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.</p>

Financial Representative - Vero Beach, FL

<h3>Job Description:</h3><h3>The Role</h3><p>The Payroll Tax Analyst is a key contributor to the tax group with growth opportunity. You will work closely with various business units including Human Resources, Corporate Tax and individual business units to deliver tax solutions to meet the needs of the associates and the firm. If you are a highly motivated and experienced tax professional looking to be part of a growing, high caliber team environment then this is an opportunity you should consider.</p><h3><strong>The Expertise and Skills You Bring</strong></h3><ul><li><p>5-7 years of individual tax experience in Big 4 public accounting, multi-state and IRS tax experience, or combination of public accounting and in-house tax.</p></li><li><p>Bachelor’s degree in accounting, Finance, Business, HR; Master’s in taxation and/or CPA preferred</p></li><li><p>Experience with U.S. withholding taxation and reporting requirements</p></li><li><p>Confirmed understanding of tax systems</p></li><li><p>Intermediate level in Microsoft Office Tools, specifically Excel and Word</p></li><li><p>Experience working with IRS and multi-state taxation jurisdictions is required </p></li><li><p>Familiarity with data analytic tools (i.e. Alteryx, Power BI, etc.) </p></li><li><p>Experience working in the financial services industry is a plus </p></li><li><p>Experience in managing IRS, State and multi-state voluntary disclosures and resolving controversies</p></li><li><p>You can meet tight deadlines in a fast-paced environment </p></li><li><p>You produce high quality work and can prioritize multiple projects </p></li><li><p>You have strong accounting, analytical, problem solving, negotiation, influencing, written and oral skills</p></li><li><p>You take initiative while seeking appropriate guidance </p></li><li><p>You are detail and process oriented with strong ability to organize and analyze data </p></li><li><p>You’re a great collaborator </p></li><li><p>You are committed to self-development, continuous learning and career advancement </p></li></ul><h3><strong>The Value You Deliver </strong></h3><ul><li><p>Prepare / review Federal and State, withholding tax returns (monthly, quarterly, annual and amended)</p></li><li><p>Assist in analyzing relevant legislative changes and effectively communicate implications to management </p></li><li><p>Prepare/review/update quarterly and year-end state tax rates</p></li><li><p>Respond to inquiries on Federal and state notices </p></li><li><p>Identify opportunities to improve and/or automate processes to improve efficiencies and controls.</p></li><li><p>Serve as a primary liaison between the company and the state taxing authorities on controversy work, timely communication of significant state examination developments to ensure proper company compliance.</p></li><li><p>Preparing and responding to required surveys</p></li><li><p>Research, respond and resolve moderately complex associate withholding tax matters. </p></li><li><p>Perform/review research and other special projects as necessary to develop knowledge, understanding, and compliance with all applicable tax laws and regulations relating to job duties </p></li></ul><p>Note: Fidelity is not providing immigration sponsorship for this position</p><h3><strong>The Team</strong></h3><p>The Fidelity Payroll Tax Team is a fast-paced, team-focused, and dynamic work environment. We strive to provide the best tax services to FMR LLC and affiliates. When you join the tax team, you will be joining a group of professionals who always look for ways to provide high quality tax services and continuously develop efficient processes.</p><h3>Certifications:</h3><h3>Category:</h3>Business Analysis<p>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.</p><p>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.</p>

Payroll Tax Analyst

<h3>Job Description:</h3><p>It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count.</p><p>The <strong>Expertise</strong> We’re Looking For</p><ul><li>We ask that you have at least five years in financial sales role</li><li>We believe that three or more years of management within a financial services environment is helpful</li><li>We require an active Series 9/10, 7 and 66 licenses</li></ul><p>The <strong>Purpose</strong> of Your Role</p><p>Our mission in the branch is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness. By educating the local market, you will drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation.</p><p>The <strong>Skills</strong> You Bring</p><ul><li>All-encompassing brokerage and mutual fund knowledge and expertise in financial planning</li><li>A contagious enthusiasm for hiring, mentoring and developing new branch associates</li><li>Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas</li><li>Coordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunities</li><li>Positive attitude, empowering business professionalism and strong work ethic with high level of integrity</li></ul><p>The <strong>Value</strong> You Deliver</p><p>You are a key leader in the Investor Center and beyond. As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously. You develop sales capabilities through dedicated mentoring and coaching. You are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes.</p><p>How Your Work <strong>Impacts</strong> the Organization</p><p>You will function as a general manager for the branch, building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on branch success, market growth and profitability.</p>The base salary range for this position is $115,000 - $170,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p><br>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.</p><p>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.</p><p>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.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA<h3>Category:</h3>Sales

797 Project Management / Professional Services Jobs