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<h3>Job Description:</h3><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:</h3><h3>Scottsdale, Chandler, Glendale, Biltmore</h3><h3>High Net Worth Representative</h3><p>We have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater Phoenix Metro area! While you will work from home, you must reside near the Greater Phoenix area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You’ll have full access to work from home capability to support our clients remotely.</p><h3>The Purpose of Your Role</h3><p>As a High Net Worth Representative, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.</p><h3>The Value You Deliver</h3><ul><li><p>Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance,</p></li><li><p>Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests</p></li></ul><h3>The Expertise We’re Looking For</h3><ul><li><p>Series 7 required</p></li><li><p>Series 63 preferred (paid training &amp; support provided)</p></li><li><p>2-3 years of previous experience working in the financial services industry</p></li><li><p>Strong technological savvy and comfort with learning how to use new tools</p></li></ul><h3>The Skills You Bring</h3><ul><li><p>You have a broad-based knowledge and understanding of general financial planning concepts</p></li><li><p>Proven customer service, client support and problem resolution skills</p></li><li><p>Ability to effectively influence others and use consultative skills to enrich the customer experience</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.</p><p><strong>Learn More:</strong> <a href="https://jobs.fidelity.com/dynamic-working/" target="_blank">Dynamic Working</a></p><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service, Relationship Management, Sales<p>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.</p>

Fidelity Investments

High Net Worth Service Associate - Greater Phoenix, AZ Area

<p>USRC's greatest strength in being a leader in the dialysis industry is our ability to recognize and celebrate the differences in our diverse workforce. We strongly believe in recruiting top talent and creating a diverse and inclusive work climate and culture at all levels of our organization. </p><p>The Clinical Coordinator is responsible for assisting with management and operation of clinic. This position assumes full responsibility for the dialysis clinic in the absence of the Administrator.</p><p><strong>Growth:</strong></p><ul><li>Assist with clinical and operational processes to improve patient health and minimize hospitalizations and missed treatments.</li><li>Assist with planning/coordinating patient scheduling to assure timely acceptance of patients and effective staffing levels.</li><li>Demonstrate effective use of supplies and staff labor hours. </li><li>Responsible for updating all logs and ensuring that dialysis run sheets and logs are sent to billing.</li><li>Perform duties as assigned to meet the patient care or operational needs of the clinic.</li></ul><p><strong>Outcomes:</strong></p><ul><li>Coordinate the functions of all departments and develop standards and methods of measuring patient care services, including a chronological record of services provided to patients as required by the ESRD Network Coordinating Council and Medicare.</li><li>Work with Administrator to maintain chronological, thorough, and appropriate documentation in the patient record of all treatments, activities, and communication with the patient, physician, and other healthcare professionals.</li><li>Promote quality management program through education and involvement of staff and patients in outcomes as well as overall responsibility to achieve corporate goals for quality.</li><li>Assist with program's target goals for patient outcomes in accordance with quality patient care and Company goals.</li><li>Review all incident reports; make recommendations and take action relative to incidents as appropriate; report at monthly QAPI meeting as delegated by Administrator or Management.</li></ul><p><strong>Operational Readiness:</strong></p><ul><li>Knowledge of and remain current with federal, state, local laws and regulations, including health care professionals practice act requirements. </li><li>Work with Administrator to assure clinic is in compliance with all applicable federal, state, and local laws and regulations.</li><li>Assist Administrator with development, implementation and follow up of Corrective Action Plans required for internal and external surveys. </li><li>May assume Charge Nurse's responsibilities as needed.</li><li>May fulfill responsibility of facility Alternate CEO as delegated by Governing Body. </li><li>Conduct and/or participate in both formal and informal meetings with the governing body, Regional Director, Medical Director and the staff as delegated. Assure that appropriate staff meetings, in-service education meetings, and team patient care planning meetings are held monthly as delegated. Assure that Quality Assessment &amp; Performance Improvement Program is current at all times as delegated.</li><li>Establish, maintain, and submit all required records and reports concerning staff, patients, and the operational affairs of the center if delegated by Administrator.</li><li>Continuously monitor to ensure that a safe and sanitary physical environment is maintained throughout the facility; that all equipment is maintained and functions properly; and that adequate and appropriate inventory levels of all supplies are available and used correctly.</li><li>Oversee the maintenance of equipment and supplies to meet current laws and regulations.</li><li>Responds to all emergencies in clinic. Familiar with emergency equipment and all emergency operational procedures.</li><li>Supervise the maintenance of equipment, building areas occupied by the center and other property belonging to the center.</li></ul><p><strong>Partnerships:</strong></p><ul><li>Maintain collaborative working relationship with Medical Director and physicians.</li><li>Establish and maintain a positive relationship with all Administrators, area hospitals, agencies, vendors and the community.</li><li>Actively promote GUEST customer service standards; develop effective relationships at all levels of the organization.</li><li>Respond effectively to inquiries or complaints.</li></ul><p><strong>Staff Development: </strong></p><ul><li>Ensure all staff meet required qualifications for position held and perform duties within limitations established by and in accordance with company policy/procedures, health care professionals practice acts, applicable state and federal laws and regulations.</li><li>Serves as a resource/subject matter expert for patient needs and concerns, staff education and in-service sessions as necessary.</li><li>Assists with recruitment, training, development, and supervision of all personnel.</li><li>Assists with maintaining effective personnel management and employee relations, including evaluating the performance of all personnel and counseling employees.</li><li>Uphold management goals of corporation by leading staff in team concepts and promoting a team effort.</li><li>Effectively communicate expectations; accept accountability and hold others accountable for performance.</li></ul><br>

2 Project Management / Professional Services Jobs in Queen Creek, AZ, USA