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This position will combine Medical Assistant duties with those of a Financial Coordinator for our Oral Oncology Dispensing Pharmacy.Essential Job Functions:Medical Assistant<ul><li>Provides courteous and friendly service to all patients and contributes to a positive team-based work environment.</li><li>Facilitates good patient care under the supervision of a physician.&nbsp;</li><li>Prepares patients for examination and treatment.</li><li>Prepares exam room with necessary equipment and supplies.</li><li>Assists with the scheduling of tests and treatments, pre-authorizations as indicated.</li><li>Maintains patient records and other information General Skills.</li></ul>Oral Dispensing Financial Coordinator<ul><li>Assure the timely authorization and coverage for all oral chemotherapy and other prescribed oral medications in the Medical Oncology Department.</li><li>Facilitate the acquisition of financial patient assistance when necessary.</li><li>Maintain surveillance of the timely dispensing and surveys required for patients to adhere to their prescribed medication regimen.</li><li>Assist in communication with the patient, oncologist, insurance companies, pharmacist, nurses, lab and other healthcare-related parties.</li></ul>Required skills<ul><li>Strong interpersonal skills including strong verbal and written communication skills.</li><li>Ability to work in a stressful environment reacting calmly and effectively in emergency situations.</li><li>Ability to work as a team player – recognizing that each person’s contributions are integral to the delivery of excellent patient care.</li><li>Clinical Skills: - accurate vital signs (Blood pressure, Radial pulse, Temperature, Height, Weight) - Infection Control: PPE, Handwashing, Sharps containers, Biohazard disposal. - Equipment Use and Maintenance (Ophthalmoscope/Otoscope, O2 saturation monitor, Thermometer). - Electronic medical record access patient's chart, physician schedule, tasking Rx refills/authorizations, lab results, record vital signs, medications, imaging results. &nbsp;</li></ul>Qualifications:<ul><li>Experienced Medical Assistant, or equivalent, with minimum of 3 years’ experience.</li><li>Current CPR certification or obtain within 4 months of hire.</li><li>Knowledge of medical terminology.</li></ul><ul><li>Ability to bend, reach, lift, pull, push, and/or carry up to 10 pounds regularly and up to 50 pounds occasionally is required. Ability to stand and sit for prolonged periods of time is required.</li></ul><ul><li>Oncology experience preferred but not required.</li><li>Must meet all state laws and regulations governing the practice of in-office dispensing.</li><li>Team player with positive attitude.</li></ul>

Revere Health

Experienced Medical Assistant & Dispensing Fianancial Coordinator

Revere Health’s mission is to put its patients’ health above all else. As the largest independent multi-specialty physician group in Utah, Revere Health focuses on reducing healthcare costs and providing care that improves patient outcomes. In every interaction, whether with patients or colleagues, we strive to adhere to our core values of accountability, collaboration, and excellence. Our internal culture is one that promotes respect and consistently recognizes the impact that individual employees have on the mission of the organization.Position SummaryAs the Cardiology Patient Transition Coordinator, you will play a key role in supporting patients during the transition of our cardiology clinic. This position focuses on providing compassionate, knowledgeable, and efficient assistance to help patients navigate their next steps in care. You will guide patients in identifying appropriate providers within our organization or in the broader community, ensuring continuity of care and a positive patient experience.Essential Duties &amp; Responsibilities<ul><li>Serve as the primary point of contact for patients seeking cardiology follow-up or continued care.</li><li>Assist patients in understanding their care options, including in-network and external resources.</li><li>Coordinate referrals to other providers, clinics, or health systems based on patient needs and preferences.</li><li>Work closely with internal departments and clinics to ensure smooth handoffs.</li><li>Maintain up-to-date knowledge of available providers and services in the region.</li><li>Ensure timely communication with patients via phone, email, or other communication channels.</li><li>Document all interactions and referral activities in the electronic health record (EHR).</li><li>Address and escalate patient concerns or complex cases to leadership or care coordination teams as appropriate.</li><li>Maintain confidentiality and comply with HIPAA and other relevant regulations.</li></ul>Minimum Qualifications<ul><li>Knowledge of cardiology terminology, procedures, and common conditions (obtained through experience in a cardiology or healthcare setting).</li><li>Excellent interpersonal and communication skills, with a patient-centered approach.</li><li>Strong organizational skills and attention to detail.</li><li>Proficiency in using electronic health record systems (e.g., Epic, Cerner) and Microsoft Office Suite.</li><li>Ability to work independently and collaboratively in a fast-paced, transitional environment.</li><li>Prior experience in referral coordination, patient navigation, or clinical support roles.</li><li>Experience in working with insurance plans and understanding in-network vs. out-of-network referrals.</li><li>Medical Assistant or similar clinical background (preferred but not required).</li></ul>

Cardiology Patient Transition Coordinator - Full-Time - Provo

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.How will you make an impact in this role?How we serve our customers is constantly evolving and is a challenge we gladly accept. Whether you’re finding new ways to prevent identity fraud or enabling customers to start a new business, you can work with one of the most valuable data sets in the world to identify insights and actions that can have a meaningful impact on our customers and our business. And, with opportunities to learn from leaders who have defined the course of our industry, you can grow your career and define your own path. Find your place in risk and analytics on #TeamAmex.Commercial Rating and Underwriting (CRU) sits within the Credit and Fraud Risk Management (CFR) division and supports the institutional credit risk management function within American Express. The CRU team plays the critical role of assessing and managing the risk of large institutional exposures across all business units within American Express, and in all regions globally.&nbsp; Credit exposures are primarily generated through corporate and small business charge card programs, and via merchant relationships where non-delivery risk exists.&nbsp; This team focuses on Amex’s largest credit exposures, whereas smaller commercial and consumer credit risks are generally measured by machine learnings models. CRU is led from Salt Lake City with regional teams in New York, London, Singapore, Sydney, Bangalore and Gurgaon.&nbsp;Key Responsibilities:Directors in Commercial Rating &amp; Underwriting (CRU) are responsible for overseeing managers who rate and underwriting credit exposures in their assigned region, industry, and business line. Fundamental analysis incorporates a thorough review of business, financial, industry and country risk coupled with support from internal and external rating model outputs. Assessment includes understanding of the need for credit extension, profitability of the relationship and program structures. CRU directors interact with various constituents across the firm including front office sales, business unit risk partners, and credit administration to perform their critical role.Minimum Qualifications:<ul><li>Bachelor’s degree from in finance, accounting, economics, or statistics</li><li>Minimum 7 years’ experience rating and / or underwriting at a leading financial institution or rating agency</li><li>Expertise as a credit and underwriting decision maker dealing with commercial exposures ranging from small business or middle-market to large, multinational institutions</li><li>Thorough understanding of fundamental financial analysis including the ability to review corporate financial statements to determine the ability of the obligor to honor its credit obligations</li><li>Comfort with GAAP/IFRS accounting standards, corporate valuation, and forecasting</li><li>Knowledge of how probability of default and loss given default determine economic capital</li><li>Experience in determining appropriate credit capacity, structuring of facilities, and risk mitigation techniques</li><li>Familiarity with quantitative credit models (such as Moody’s RiskCalc) and knowledge of how to interpret the outputs, and when deviation from the model has appropriate defense</li><li>Comfort with public agency ratings and supporting analysis</li><li>Understanding of current macroeconomic trends and how to provide recommendations to improve the PD estimation based on the business cycle</li><li>Experience preparing company-specific and industry-wide credit memorandums</li><li>Excellent judgment in making sound rating and underwriting decisions to maximize profitability and mitigate risk</li><li>Familiarity with banking regulations, particularly those imposed by Basel Committee on Banking Supervision</li><li>Track record of collaborating and building relationships across organization</li><li>Ability to lead large scale, time sensitive, enterprise-wide projects through to successful completion</li><li>Proven ability to influence others to achieve complex objectives against tight deadlines</li><li>Experience managing, training, and mentoring others</li></ul>Preferred Qualifications:<ul><li>Graduate degree with a finance or business emphasis, or Chartered Financial Analyst (CFA) designation, is preferred</li></ul>Salary Range: $130,000.00 to $205,000.00 annually + bonus + equity (if applicable) + benefitsThe above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:<ul><li>Competitive base salaries&nbsp;</li><li>Bonus incentives&nbsp;</li><li>6% Company Match on retirement savings plan&nbsp;</li><li>Free financial coaching and financial well-being support&nbsp;</li><li>Comprehensive medical, dental, vision, life insurance, and disability benefits&nbsp;</li><li>Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need&nbsp;</li><li>20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy&nbsp;</li><li>Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)&nbsp;</li><li>Free and confidential counseling support through our Healthy Minds program&nbsp;</li><li>Career development and training opportunities</li></ul>For a full list of Team Amex benefits, visit our Colleague Benefits Site.American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: <a href="https://www.eeoc.gov/poster" target="_blank">https://www.eeoc.gov/poster</a>Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.

American Express

Director-Risk Management, Commercial Rating and Underwriting

<h3>Job Description:</h3><h3>Planning Consultant</h3>Through your integrity and adherence to Fidelity’s client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity.As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client’s unique planning needs.<h3>The Expertise We’re Looking For</h3><ul><li>FINRA Series 7 &amp; 63 required prior to hire</li><li>Series 65 and/or 66 and insurance licenses within 90 days of hire</li><li>Minimum 2 years of financial services or relevant experience</li><li>Attainment of CFP® Certification is highly encouraged</li></ul><h3>The Purpose of Your Role</h3>The Planning Consultant works alongside the Financial Consultant and/or Wealth Planner in a financial planning capacity. This role expands upon the planning capabilities available to engage Fidelity’s most valuable clients. In addition to the primarily role of conducting financial planning interactions, you will support the overall client relationship by using innovative technologies, such as Glance, to maximize efficiencies for clients. You will be in complete alignment with Fidelity’s firm wide initiatives that will give you the opportunity to positively influence clients’ financial plans. You will see your impact on the business and have rewarding interactions with clients every single day!<h3>The Skills You Bring</h3><ul><li>Remarkable understanding of financial planning concepts to help clients build effective financial plans for them and their families.</li><li>Ability to profile to understand planning needs and identify appropriate solutions</li><li>You have a vested interest in building relationships and being an advocate for clients</li><li>You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals</li><li>Comfort making outbound calls to further educate clients and uncover opportunities</li></ul><h3>The Value You Deliver</h3><ul><li>Conducting joint appointments with clients, focused on consultations through Fidelity’s guidance offering</li><li>Educating and planning with clients to uncover opportunities that will lead to the client’s success</li><li>Creating and maintaining an organized client contact strategy, including engaging business partners and using tools such as Salesforce</li><li>Building long-lasting, meaningful relationships with clients</li><li>Mentoring and supporting the success of your peers</li></ul><h3>How Your Work Impacts the Organization</h3>Through your knowledge of financial planning and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional complex planning opportunities in which you’ll partner with the Financial Consultant or Wealth Planner to develop further. This partnership will allow the team to further meet the needs of our clients!<h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA<h3>Category:</h3>Relationship ManagementFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity Investments

Planning Consultant - Salt Lake City, UT

Revere Health’s mission is to put its patients’ health above all else. As the largest independent multi-specialty physician group in Utah, Revere Health focuses on reducing healthcare costs and providing care that improves patient outcomes. In every interaction, whether with patients or colleagues, we strive to adhere to our core values of accountability, collaboration, and excellence. Our internal culture is one that promotes respect and consistently recognizes the impact that individual employees have on the mission of the organization.Position Summary:Now Hiring: Registered Nurse (RN) Care Coordinator – Wound Care, Value-Based Care Location: Provo, Utah | Schedule: Full-Time (M to F, 8 to 5) | Department: Value-Based Care At Revere Health, we believe there is a better path to healing and healthcare maintenance—and we’re working on this mission one patient at a time. As a national leader in value-based care (VBC), we focus on improving treatment outcomes while keeping costs down. Our internal culture promotes respect and recognizes the vital impact of every team member. Are you a clinically skilled RN with a background or strong interest in wound care? Do you want to make a meaningful impact on high-risk patients in a collaborative, forward-thinking care model? We’re hiring a Registered Nurse (RN) Care Coordinator – Wound Care to join our innovative Value-Based Care team. In this role, you’ll serve as a clinical leader in coordinating and managing care for patients with complex wounds—ensuring the right care, at the right time, in the right setting. Shape About the Role As an RN Care Coordinator, you’ll be a cornerstone of our VBC strategy—triaging patient needs, closing care gaps, and closely collaborating with physicians, specialists, and fellow VBC team members. This position has a specialized focus on supporting patients with chronic or complex wounds, such as diabetic ulcers, pressure injuries, surgical wounds, and skin grafts. You’ll lead efforts in patient outreach, population risk stratification, and process improvement—including for high-risk patients with wound care needs. Essential Job Functions:&nbsp;What You’ll Do Wound Care Leadership &amp; Coordination Provide evaluation and management of complex wounds, including diabetic ulcers, pressure injuries, surgical wounds, and skin grafts. Perform or coordinate advanced wound care procedures and treatment plans, including debridement, wound dressing selection, and infection prevention. Lead efforts in the ongoing monitoring and management of patients with chronic or non-healing wounds. Coordinate with specialists (e.g., podiatry, vascular, dermatology) and services such as home health, SNFs, and DME providers to support wound healing. Close care gaps with focused visits that address quality metrics and improve health outcomes. Clinical Triage &amp; Assessment Triage patient calls, referrals, and messages with clinical urgency and empathy. Conduct virtual or in-person assessments to evaluate wound severity, healing trajectory, or risk of infection. Use evidence-based protocols to escalate care when appropriate and prevent avoidable complications. Care Navigation Communicate care plans and wound management strategies to patients clearly and compassionately. Coordinate timely follow-up appointments, referrals, imaging, or home health services as needed. Track wound progress and support patient adherence to care plans and supply needs. Team Coordination Collaborate with PCPs, specialists, and Value-Based Care Navigators to ensure smooth care transitions. Contribute wound care insights during interdisciplinary team meetings and care planning sessions. Document all wound assessments, interventions, and education within the EHR with precision. Value-Based Care &amp; Quality Drive performance in VBC goals such as reducing ER visits, preventing readmissions, and managing chronic conditions. Support improvement of quality measures tied to wound-related care (e.g., diabetic foot exams, pressure injury prevention). Lead or support process improvement initiatives focused on wound healing outcomes. Patient Education Provide clear, customized education to patients and caregivers on wound care management, dressing changes, early signs of infection, and proper skin care. Empower patients to take ownership of their wound healing plan and overall health. Qualifications:&nbsp;What We’re Looking For Education Required: Associate Degree in Nursing (ADN) Preferred: Bachelor of Science in Nursing (BSN) Licensure/Certifications Required: Active RN license (State of Utah) Required: BLS Certification Preferred: Wound care certification (e.g., WCC, CWCN, or equivalent) or willingness to pursue Experience Required: 1+ year of direct patient care experience (ambulatory, home health, ED, SNF, or hospital) Highly preferred: Experience or demonstrated interest in wound care, skin grafts, and ulcer management Preferred: Background in care coordination, triage, or population health Key Skills Strong clinical judgment and wound management decision-making Excellent communication and patient education abilities Proficient in EHR systems, documentation, and tracking wound progression Familiar with value-based care principles and quality improvement Able to work independently while collaborating with multidisciplinary teams Hours:&nbsp;8 to 5 PM, Monday to Friday Additional Notes:Why Join Us? Make a measurable impact in the lives of patients with complex wounds Be a clinical leader in a forward-thinking, quality-focused organization Help prevent avoidable ER visits, hospitalizations, and complications Work with a supportive, multidisciplinary team in a mission-driven culture Grow your career in an organization committed to better care and better outcomes Shape Ready to shape the future of wound care—while transforming healthcare one patient at a time? Apply today and bring your clinical expertise to a team focused on healing, innovation, and impact.

RN Care Coordinator (Wound Care) -Value Based Care-Provo

Revere Health’s mission is to put its patients’ health above all else. As the largest independent multi-specialty physician group in Utah, Revere Health focuses on reducing healthcare costs and providing care that improves patient outcomes. In every interaction, whether with patients or colleagues, we strive to adhere to our core values of accountability, collaboration, and excellence. Our internal culture is one that promotes respect and consistently recognizes the impact that individual employees have on the mission of the organization.Position Summary:&nbsp;As an HIM Specialist, you will ensure the accuracy, consistency, quality, and security of patient data across multiple systems. This role blends traditional HIM responsibilities of filing and releasing information with emerging technology initiatives, supporting organizational goals for data-driven care, digital health transformation and compliance with HIMSS standards. The specialist contributes to process improvements, future technology adoption, and automation that enhances quality, operational efficiency, and provider workflows. This role supports both independent and team efforts in a fast-paced healthcare environment.Essential Job Functions:&nbsp;· Maintain and manage electronic health records (EHR), by scanning, filing, and ensuring compliance with privacy, security, and information governance standards. · Log and process medical record requests based on established timelines. · Answer phones and assist customers and walk-ins in person. · Identify and merge duplicate patient charts in the EHR to ensure accurate, compliant records. · Manage and synchronize patient accounts via the electronic patient portal. · Maintain confidentiality and security of all medical records. · Investigate and resolve data integrity issues across systems. · Execute transactional processes to maintain dictionaries, databases and systems. · Perform data extraction, importing, merging, and exporting. · Assist with system implementation, testing, troubleshooting, and validation. · Analyze data to identify trends, root causes of issues and suggest optimizations. · Regularly audit data to ensure quality and consistency. · Track and reconcile data discrepancies and escalate as needed. · Prepare data reports, training materials, and business presentations. · Provide training to staff on data processes and tools. · Evaluate and implement emerging technologies (e.g., AI tools, automation, data quality solutions) to improve HIM workflows and data quality.Qualifications:&nbsp;· High School diploma or equivalent required. · At least 2 years of relevant experience in data entry, health information management, medical records, healthcare data roles, or comparable computer roles. · Previous experience in a healthcare or medical setting is highly preferred. · Familiarity with data governance, interoperability concepts is a plus. · Strong computer literacy and ability to navigate multiple programs. · Excellent customer service skills and telephone etiquette. · Exceptional attention to detail and commitment to data accuracy. · Strong critical thinking, problem-solving skills, and thorough follow-through. · Ability to prioritize, multitask, and handle interruptions in a fast-paced environment. · Excellent interpersonal and communication skills—both written and verbal. · Ability to work both independently and collaboratively as part of a team.Hours:&nbsp;Monday - Friday 8:30 am - 5 pm

HIM Specialist-FT-Health Information Management-Provo

At Revere Health, we believe there is a better path to healing and healthcare maintenance, and we’re working on this mission—one patient at a time. We’re a national leader in a movement called value-base care which aims to improve treatment outcomes and keep costs down. Our internal culture is one that promotes respect and consistently recognizes the impact that individual employees have on the mission of the organization.Position Summary:&nbsp;We are looking for a motivated, outgoing candidate to join our team in the Health Information Management Department. Successful candidate must maintain a professional image in appearance and conduct, and balance team and individual responsibilities to contribute to a positive work environment.Essential Job Functions:&nbsp;Duties include logging and processing record requests on a time-based schedule. Answering phones and helping walk-in requests. Keeping security and data confidential while maintaining the integrity of the medical record.Qualifications:&nbsp;High school graduate. 1 year experience data entry or equivalent computer skills. Customer Service skills. Must be able to navigate computers and various computer programs.Hours:&nbsp;Monday-Friday 8:30am-5pm

Release of Information Clerk-FT-Health Information Management-Provo

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Client Experience Specialist towork in Salt Lake City. Got personality? Like to talk? Have a desire to problem solve, help others? Then keep reading. Fidelity Charitable is looking for a top notch customer service professional to work on the Donor Services team. As a Client Experience Associate, you will be the primary point of contact for Non Profit Organizations affiliated with Fidelity Charitable. We are looking for ‘customer obsessed’ individuals that want to make a difference in helping our Non Profits with all their needs. Still interested? Read on. This temporary position supports our busiest time of year, Giving Season. The hours are demanding, please expect to work overtime in November and December. We request that you do not take extra vacation days in November, December and January. You will be off Thanksgiving, Christmas and New Year's Day as major holidays. The Expertise We’re Looking For <ul> <li>Bachelor’s degree preferred</li> <li>Minimum 1-2 years of telephone customer service experience; preferably in a contact center environment</li> </ul> The Purpose of Your Role Your role is to ensure each interaction creates a superior customer experience while responding to all requests. You will perform daily functions while ensuring you are maintaining department and individual goals, as well as call metrics and call quality. You will engage with non profits using conversational techniques to understand the scope of their request, gather relevant information and identify a solution, if necessary. It’s more than just taking a call and processing a transaction, it is helping reach goals. You get to be a part of that! The Skills You Bring <ul> <li>Your proficient verbal and written communication skills required</li> <li>Your very best problem- solving skills with excellent follow through</li> <li>Your strong organizational skills, planning and time management</li> <li>You are able to proficiently multi-task in a Windows based environment</li> <li>You are proficient in MS products including Word/Excel. Applications used in this role include: FBSI, XTRAC, FDOT, Genesys Telephony, NICE, Salesforce, Zoom, MS Outlook, MS Teams, RepApp, and Xelerate.</li> <li>Your flexibility for overtime as requested (especially December – Giving Season) Various shifts are available. Business hours are 8:30-6:30pmET, Monday-Friday</li> </ul> The Value You Deliver <ul> <li>Executing quality and timely work to meet the needs of Fidelity Charitable Donors, Advisors and Non -Profits</li> <li>Via telephone, assist with various requests including password/PIN reset, navigating the web site, Giving Account transactions, providing updates to account or profile information.</li> <li>Interact with other internal Charitable business units as needed</li> <li>Employing good sound judgment in decision making or problem resolution</li> <li>Deliver a great customer experience with each interaction</li> </ul> How Your Work Impacts the Organization The Fidelity Charitable Gift Fund (“Fidelity Charitable”) is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity.

Fidelity TalentSource

Client Experience Specialist

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Client Experience Specialist towork in Salt Lake City. Got personality? Like to talk? Have a desire to problem solve, help others? Then keep reading. Fidelity Charitable is looking for a top notch customer service professional to work on the Donor Services team. As a Client Experience Associate, you will be the primary point of contact for Non Profit Organizations affiliated with Fidelity Charitable. We are looking for ‘customer obsessed’ individuals that want to make a difference in helping our Non Profits with all their needs. Still interested? Read on. This temporary position supports our busiest time of year, Giving Season. The hours are demanding, please expect to work overtime in November and December. We request that you do not take extra vacation days in November, December and January. You will be off Thanksgiving, Christmas and New Year's Day as major holidays. The Expertise We’re Looking For <ul> <li>Bachelor’s degree preferred </li><li>Minimum 1-2 years of telephone customer service experience; preferably in a contact center environment </li></ul> The Purpose of Your Role Your role is to ensure each interaction creates a superior customer experience while responding to all requests. You will perform daily functions while ensuring you are maintaining department and individual goals, as well as call metrics and call quality. You will engage with non profits using conversational techniques to understand the scope of their request, gather relevant information and identify a solution, if necessary. It’s more than just taking a call and processing a transaction, it is helping reach goals. You get to be a part of that! The Skills You Bring <ul> <li>Your proficient verbal and written communication skills required </li><li>Your very best problem- solving skills with excellent follow through </li><li>Your strong organizational skills, planning and time management </li><li>You are able to proficiently multi-task in a Windows based environment </li><li>You are proficient in MS products including Word/Excel. Applications used in this role include: FBSI, XTRAC, FDOT, Genesys Telephony, NICE, Salesforce, Zoom, MS Outlook, MS Teams, RepApp, and Xelerate. </li><li>Your flexibility for overtime as requested (especially December – Giving Season) Various shifts are available. Business hours are 8:30-6:30pmET, Monday-Friday </li></ul> The Value You Deliver <ul> <li>Executing quality and timely work to meet the needs of Fidelity Charitable Donors, Advisors and Non -Profits </li><li>Via telephone, assist with various requests including password/PIN reset, navigating the web site, Giving Account transactions, providing updates to account or profile information. </li><li>Interact with other internal Charitable business units as needed </li><li>Employing good sound judgment in decision making or problem resolution </li><li>Deliver a great customer experience with each interaction </li></ul> How Your Work Impacts the Organization The Fidelity Charitable Gift Fund (“Fidelity Charitable”) is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity.

<h3>Job Description:</h3>Do you genuinely enjoy making a difference in the lives of others? If you answered “yes” and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Salt Lake City site.In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and​ connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role. ​What to expect…As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.<ul><li>Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans.</li><li>In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching.</li><li>Rewards &amp; Recognition: Your achievements will be celebrated as you progress through the program.</li><li>This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role.</li></ul>The Skills You Bring<ul><li>Ability to establish rapport and relationships through effective communication</li><li>Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers.</li><li>Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.)</li><li>Proficiency in navigating and troubleshooting basic technology issues or systems.</li><li>Handle a variety of situations and conversations driving towards a resolution suitable for all</li><li>Self-motivated teammate with strong social skills who brings energy and passion to the team</li><li>Minimum 1 year of customer service experience</li><li>High School diploma or GED required</li></ul>The Value You Deliver<ul><li>A passion for helping people</li><li>Desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making</li><li>Provide outstanding customer service and communication via voice or digital channels</li></ul>Note: Fidelity is not providing immigration sponsorship for this position Our Investments in YouOur benefit programs are crafted to help you and your loved ones strike the perfect balance. <a href="https://jobs.fidelity.com/media/tx0gn13m/fid-2025-tpbs-fca-region2.pdf" target="_blank">Click here to learn about a few featured benefits (not all benefits are listed)</a>Shifts and Hours: Monday – Friday. Training hours are 7:30am – 4:00pm MST and post training must be able to work an 8hr shift between the hours of 6:30: MT am – 10:00pm MT<h3>Certifications:</h3><h3>Category:</h3>Customer ServiceFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.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.

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