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<h3>Job Description:</h3><h3>Financial Consultant</h3>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.<h3>The Purpose of Your Role</h3>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.<h3>The Expertise We’re Looking For</h3><ul><li>Previous success in building relationships, uncovering needs and recommending solutions</li><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>Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility</li><li>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</li></ul><h3>The Skills You Bring</h3><ul><li>Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li><li>Committed to delivering an outstanding customer experience with a passion for seeing others thrive</li><li>Motivated by results and finding solutions, you take initiative and exceed customer expectations</li><li>Extensive knowledge of investment solutions</li></ul><h3>Our Investments in You</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>The Value You Deliver</h3><ul><li>Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals</li><li>Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future</li><li>Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills</li><li>You have a steadfast commitment to your clients while making a positive impact in the community</li></ul><h3>Certifications:</h3>Certified Financial Planner ® / CFP-® - Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>SalesMost 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.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

Financial Consultant - San Antonio, TX

SUMMARYThe Clinical Research Coordinator (CRC) is responsible for the coordination of daily clinical trial activities. USRC has a research Partnership with the principal investigator (PI) and their physician practice. The local oversight and direction for activities related to the conduct of the clinical research is directed by the PI. The CRC will work collaboratively with the principal investigator (PI), the Sr. Clinical Research Coordinator (SCRC), the clinical site, sponsor(s), clinical research organization(s) (CROs), institutional review boards (IRBs), and study participants to ensure Execution of the clinical trial in accordance with the Study Protocol, the Food and Drug Administration (FDA), International Council for Harmonization of Technical Requirements for Pharmaceuticals for Human Use (ICH) and applicable state and local regulations. The CRC will assist the PI in protecting the rights, safety and welfare of all study participants.Essential Duties and Responsibilities include the following. Other duties and tasks may be assigned.<ul><li>Coordinate all aspects of participant care from screening through study completion as defined by the protocol and PI delegation.</li><li>Ensure and document that the informed consent process has occurred properly according to the Code of Federal Regulations (45 CFR part 46).</li><li>Assist in the process of maintaining and updating each study participant's source records, including collection of medical history, assessment of eligibility and documentation of all study related procedures and relevant information.</li><li>Promptly report adverse events, protocol deviations and unanticipated problems involving risk to human subjects or others to the PI, the Sponsor, the IRB and in accordance with the Federal Code of Regulations (21 CFR 312), with assistance as applicable.</li><li>Ensure thorough, individualized, protocol-based study subject education on all study processes including but not limited to informed consent, study participation obligations, appropriate use of investigational product (IP), IP side effects and safety, communication with study staff and research rights.</li><li>Provide timely and accurate exchange of participant information with the PI and research team as it pertains to study conduct and patient safety.</li><li>Adhere to the Health Insurance Portability and Accountability Act (HIPAA Privacy Rule) and protect participant confidentiality at all times.</li><li>Dispense, administer and instruct participants on proper use of the investigational product (IP) in accordance with the protocol, coordinator's scope of practice and at the direction of the PI, with assistance as needed.</li><li>Collaborate with the USRC clinical team. Participate in trial implementation, and ensure compliance with the study protocol by our clinical partners, with assistance as needed.</li><li>Perform accurate and timely data collection, source documentation, and entry into the USRC databases and sponsor Case Report Forms (CRFs)/ interactive web response systems (IWRS). Address queries and sponsor requests in a timely manner.</li><li>Aid in the coordination of long-term storage of research records in accordance with contractual requirements, with direction from the Director of Clinical Research.</li><li>Assist in the preparation of and attendance during site initiation meetings, monitoring visits, audit visits or regulatory authority inspections.</li><li>Responsible for the preparation and ongoing maintenance of Essential Documents (The Trial Master File). This includes those documents that will allow for the evaluation of the clinical trial and demonstrate compliance of the sponsor and PI with the study protocol and GCP. (Including but not limited to: Form FDA 1572, financial disclosures, laboratory certifications, protocol, investigator brochure, institutional review board (IRB) related documents, IND reports delegation of authority (DOA), study specific enrollment logs, monitoring reports, with assistance as needed.</li><li>Assists in the coordination of efforts of internal and external resources (industry partners, clinical research organizations) to ensure efficient trial selection, proper patient recruitment, achieving target enrollment goals and trial plan execution.</li><li>Fosters a patient-care culture that emphasizes patient safety and quality in all aspects.</li><li>Responsible for the patient stipend automated payment process including registration into the system and processing payments per the USRC policy and ongoing maintenance of payments during the trial.</li><li>Adheres to the USRC Research quality assurance program guidelines.</li><li>Travel to Investigator Meetings or similar research related meetings is required.</li><li>Travel may be required between dialysis facilities or nephrology practices within the community.</li><li>Develops a working knowledge of current clinical research practice standards and regulatory requirements. For example, but not limited to; (FDA Federal Code of Regulations Good Clinical Practice (GCP), Health Insurance Portability and Accountability Act (HIPPA), International Air and Transportation Association (IATA) - Shipping of Dangerous Goods. Maintains their industry standard licensures and certifications.</li><li>May provide training and oversight of Clinical Research Coordinators and/or Research Assistants.</li><li>Actively promotes GUEST customer service standards; develop effective relationships at all levels of the organization.</li><li> Participate in team concepts and promote a team effort; perform duties in accordance with company policies and procedures.</li><li> Participate in staff meetings as required.</li><li>Regular and reliable attendance is required for the job.</li><li>Actively promotes GUEST customer service standards; develops effective relationships at all levels of the organization.</li><li>Participates in team concepts and promote a team effort; performs duties in accordance with company policies and procedures.</li><li>Regular and reliable attendance is required for the job.</li></ul>

U.S. Renal Care

Clinical Research Coordinator

Welcome to Whataburger Careers!This position manages a multitude of legal documents and facilitates notifications required for a dynamic corporate real estate portfolio of owned, leased, and franchised locations across 12 states. Facilitates a variety of property obligations including lease renewals, real estate tax payments, condemnations, Common Area Maintenance (CAM) charge reviews, appraisals, surplus property management, and dispositions, etc. Provides run the business guidance on all real estate matters which include interpretation of lease provisions for many cross-functional departments including but not limited to Enhancements (Remodel Team), Accounting, Risk, Marketing, and Operations. Serves as a steward of the brand when communicating to external landlord partners and vendors while maintaining a professional demeanor.Total Rewards:<ul><li>Competitive Weekly Pay</li><li>Bonus Program with 250% Upside Potential</li><li>Performance for Pay Program – Eligibility to Receive a Pay Increase Once a Year, Based on Performance</li><li>Opportunities for Career Development and Growth</li><li>Healthcare and Life Insurance Benefits</li><li>Paid Time Off - 5 Weeks on Day 1</li><li>Flex Weeks - Remote Work Arrangement</li><li>Paid Corporate Holidays</li><li>401(k) Savings Plan with a Competitive Company Match</li><li>Paid Parental Leave – Subject to Eligibility Requirements</li><li>Short-Term Disability</li><li>Long-Term Disability</li><li>Scholarship Program - You and Your Dependents are Eligible!</li><li>Whataburger Family Foundation (Hardship Grant Assistance)</li><li>Discounted Meals For You and a Guest</li><li>Wireless Service Discounts</li><li>Computer &amp; Software Discounts</li><li>Fitness / Gym Discounts</li><li>Awards and Recognition For All You Do</li><li>Retirement Celebration Program</li></ul>Responsibilities:<ul><li>Maintains the Property Management Database for third party and inter-company payable and receivable issues, as well as Surplus and Land Bank Properties in Workday.</li><li>Monitors critical lease dates to provide information in a timely manner on leased properties available for renewal or closure to Real Estate and Operations for comprehensive feedback.&nbsp; Organizes feedback from field for presentation to Leadership for approval.</li><li>Reviews and analyzes lease conditions, covenants &amp; restrictions, easement agreements, shared cost agreements, and other legal documents for lease provisions in connection with property restrictions, condemnation, termination clauses, insurance requirements, or other lease provisions.</li><li>Updates database to reflect changes in lessor/payee/address/terms/rent/overage calculations.&nbsp; Maintains and creates via MS Excel as necessary</li><li>Audits CAM charges and landlord-billed tax charges.</li><li>Monitors surplus property for maintenance and possible sale.&nbsp; Maintains Listing Agreement critical dates.</li><li>Notifies appropriate parties of easement requests and/or condemnation issues.</li><li>Communicates changes in lease terms or status to all affected parties.</li><li>Maintains responsibility for facilitation of scheduled meetings for approval of business direction and strategy including lease renewals, purchase options, etc. Prepares presentation packages –both written and visual.</li><li>Processes and delivers internal &amp; external communications and calendars.&nbsp; Follows up in a proactive manner within a reasonable time until resolution is reached while being sensitive to deadlines.</li><li>Maintains responsibility for management of property taxes, including processing and payment. Works with internal &amp; external departments.</li><li>Maintains responsibility for review and reconciliation of common area maintenance (or other shared costs) invoices, utilizing the ability to determine lease provisions and analyze documentation from billing party.</li><li>Collaborates with outside parties and Whataburger to provide information to the legal department to process Estoppel certificates and Subordination, Non-Disturbance and Attornment Agreement (SNDA) in a timely fashion.</li><li>Aligns with property acquisition to ensure smooth transition to property management.&nbsp; Reviews documentation, abstracts lease documents, sets up property in Workday, enters recurring base and additional rents for payment, and enters lease provisions, building, site, covenant, equipment information, and critical dates for reporting purposes.</li><li>Reviews capital expenditure requests for property enhancements and approves if enhancement request is within the lease provisions.&nbsp; Otherwise, requests approval from the landlord by forwarding a copy of the enhancement scope and letter requesting approval.</li><li>Communicates maintenance requests for corporate properties to technicians and follows-up to ensure customer satisfaction.</li><li>Maintains responsibility for facilitation of maintenance activities with on-site staff. Responsible for follow up with customer until completion and satisfaction.</li><li>Maintains responsibility for resolution of citations, violations, etc. from governmental entities. Must log and coordinate with internal &amp; external departments until resolution.</li><li>Collaborates with appropriate departments in order to properly close a unit.</li><li>Reports monthly to senior management of changes in property management system.</li><li>Generates initial Certificate of Insurance on new units and notifies Risk on additional requests, as needed, and requested.</li><li>Assumes additional responsibilities as assigned.</li></ul>Education:<ul><li>Bachelor’s degree or equivalent work experience required</li></ul>Experience:<ul><li>Two years’ experience in property management or real estate preferred.</li><li>1 + years’ experience preferably in restaurant industry</li></ul>Knowledge, Skills &amp; Abilities:<ul><li>Proficiency in MS Office Word, Excel, Outlook, Power Point and Visio (as applicable)</li><li>Proficiency in Workday (as applicable)</li><li>Working knowledge of Google Earth Pro</li><li>Proficiency in Property Management software preferred</li><li>Ability to communicate well with the general public and experience in establishing and maintaining an effective working relationship with management, vendors, and co-workers</li><li>Ability to work in a team environment</li></ul>Working Conditions/Travel Requirements:<ul><li>Expected to work the necessary time to satisfactorily fulfill job responsibilities</li><li>Must be able to report to work timely and as required by operational/business needs</li><li>Must be able to work a full-time schedule and work outside of normal business hours when necessary</li><li>Some travel, both locally and long distances, (including air travel), to worksites, meeting sites, and other locations may be necessary</li></ul>300 Concord Plaza Dr San Antonio TX 78216-6903

Whataburger

Property Management Specialist

Welcome to Whataburger Careers!The Director, Category Management is responsible for leading and driving the category management of food related products. Works closely with Research and Development of the Whataburger Menu from innovation to execution. Oversees the procurement and supply of food related products within the categories assigned. Directs internal and external relationships with suppliers and contract management.Total Rewards:<ul><li>Competitive Weekly Pay</li><li>Bonus Program with 250% Upside Potential</li><li>Performance for Pay Program – Eligibility to Receive a Pay Increase Once a Year, Based on Performance</li><li>Opportunities for Career Development and Growth</li><li>Healthcare and Life Insurance Benefits</li><li>Paid Time Off - 5 Weeks on Day 1</li><li>Flex Weeks - Remote Work Arrangement</li><li>Paid Corporate Holidays</li><li>401(k) Savings Plan with a Competitive Company Match</li><li>Paid Parental Leave – Subject to Eligibility Requirements</li><li>Short-Term Disability</li><li>Long-Term Disability</li><li>Scholarship Program - You and Your Dependents are Eligible!</li><li>Whataburger Family Foundation (Hardship Grant Assistance)</li><li>Discounted Meals For You and a Guest</li><li>Wireless Service Discounts</li><li>Computer &amp; Software Discounts</li><li>Fitness / Gym Discounts</li><li>Awards and Recognition For All You Do</li><li>Retirement Celebration Program</li></ul>Responsibilities:Leads the category management team process including:<ul><li>Procures and supplies new products and new Limited Time Offers (LTOs)</li><li>Directs supplier partners on product development needs of Whataburger</li><li>Directs supply chain procurement and supply with suppliers and distribution</li><li>Provides feedback to supplier partners quality, pricing, and supply forecasts</li><li>Oversees the development of presentations for category management</li><li>Oversees commodities on food categories and communicates to leadership market trends, demands, and pricing fluctuations</li><li>Works closely with project management to deliver new products, contract management, and sustainability of current supplies</li><li>Works closely with all departments for strategic planning and demand planning of food categories assigned</li></ul>Serves as Business Sponsor for all category projects including secondary supplier and alternative supplier projects.Directs the continuous improvement of food categories, including food cost, supply, and supplier management.Leads the strategy and execution of the food categories assigned.&nbsp; Includes sourcing and analyzing external market reports and impacts to food cost.&nbsp;Works with Research and Development to direct and plan internal product presentations for various committees and meetings (Pre-SAS, SAS, Menu Strategy, FBM, Commodities Committee).Directs food related requests for proposals and contracts.Directs supplier ideation sessions including to align with Menu Strategy:<ul><li>Selection of supplier partners to invite</li><li>Evaluation and management of white paper ideation submissions</li><li>Scheduling and organizing ideation presentation</li><li>Provides feedback to supplier partner on results</li></ul>Assumes additional responsibilities as assigned.Education:<ul><li>Bachelor’s degree or any equivalent combination of educational and work experience required</li><li>Master’s degree preferred</li></ul>Experience:<ul><li>5+ years’ experience supervising others at various organizational levels, preferably at a regional or higher level</li><li>9+ years’ experience as project or program director</li></ul>Knowledge, Skills &amp; Abilities:<ul><li>Proficiency in MS Office Word, Excel, Outlook, Power Point, and Visio (as applicable)</li><li>Proficiency in JD Edwards preferred (as applicable)</li><li>Proficiency in Restaurant Operating, Back of House, and Point of Sales systems preferred</li><li>Advanced ability to communicate, influence and negotiate decisions while motivating staff</li><li>Advanced ability to create and implement given strategic direction</li><li>Ability to work in a team environment</li></ul>Working Conditions/Travel Requirements:<ul><li>Expected to work the necessary time to satisfactorily fulfill job responsibilities</li><li>Must be able to report to work timely and as required by operational/business needs</li><li>Must be able to work a full-time schedule and work outside of normal business hours when necessary</li><li>Some travel, both locally and long distances, (including air travel), to worksites, meeting sites, and other locations may be necessary</li></ul>300 Concord Plaza Dr San Antonio TX 78216-6903

Director, Category Management - Protein

Job Description and RequirementsRandolph-Brooks Federal Credit Union is currently searching for an experienced and talented IT Problem and Change Management Manager to join our amazing Project Management Office team!&nbsp;The IT Problem and Change Management Manager will have the ability to work a hybrid schedule (remote/onsite) after a period of training (time frame may vary). Training will take place at the RBFCU Administrative Service Center: 1 Ikea-RBFCU Pkwy, Live Oak, Texas 78233. All applicants must reside within the state of Texas and have the capability of performing all of the work from their home in Texas.To successfully work from home, employees must have access to a minimum internet connection as noted by RBFCU. •&nbsp;&nbsp; &nbsp;Must have a reliable home internet provider and the ability to hard wire a connection directly to modem (Ethernet cable provided). •&nbsp;&nbsp; &nbsp;Must be able to provide a workspaces at home that is safe, suitable for work, and within a distraction free environmentThe IT Problem and Change Management Manager ensures stability, reliability, and continuous improvement of IT services and business operations, while minimizing disruptions and risks.This is a servant leadership role responsible for managing the change and problem management team and ensuring accuracy, timeliness and visibility of changes and their results as well as the thoroughness, promptness and transparent resolutions of problems..Essential Functions and Responsibilities:<ul><li>Provide managerial leadership and direction to the analyst team, including personal development plans, on-boarding training plan for new team members, and skills and quality assessment templates and reviews.</li><li>Develop, implement, and maintain department procedures for Problem and Change Management efficiency, in alignment with departmental objectives.</li><li>Review enterprise technology groups problem root cause analysis and reporting metrics for accuracy and completeness.</li><li>Facilitate IT Major Incident and IT Change Control Board meetings.</li><li>With senior leadership, track department Key Performance metrics.</li><li>Serve as project manager for designated regulatory or compliance efforts.</li><li>Assist the team with coverage as needed.</li><li>All other duties as assigned (note: essential functions and responsibilities may change or new ones may be assigned at any time with or without notice).</li></ul>Requirements:<ul><li>High School diploma or GED</li><li>Minimum five years of job-related work experience</li><li>Minimum 5 years’ financial institution experience</li><li>Minimum 5 years data analysis experience</li><li>Minimum 4 years of IT Service Management (ITSM) tools experience</li><li>ITIL Strategic Leader certification required</li><li>Required Project Management Professional (PMP) certification within 3 years of attaining position</li><li>Intermediate team leadership experience</li></ul>Skills and/or Certifications:<ul><li>Expert data analysis skills, including collecting and analyzing operational data, identifying trends and inefficiencies, and preparing reports and documentation</li><li>Ability to implement change management methodologies (ITIL, ADKAR, etc.) for an enterprise</li><li>Demonstrable proficiency in tools like Excel, Power BI, or similar for data visualization</li><li>Expert interpersonal, organization, and presentation skills</li><li>Intermediate analytics training skills</li><li>Professional verbal and written communication skills</li><li>Strong adaptability to change</li></ul>Preferred:<ul><li>Graduation from accredited college/university with associate’s degree in computer science, information technology, or related field. In lieu of associate’s degree, two years of related experience will equal to associate’s degree</li><li>Current CISSP or CCNP</li><li>CCDP a plus</li></ul>All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status.

RBFCU

IT Problem and Change Management Manager

Job Description and RequirementsThe Vice President of Enterprise Fraud Management role demands a visionary and results-oriented individual with deep expertise in fraud risk management, data analytics, and the ability to inspire and motivate a high-performing team. Lead RBFCU's comprehensive fraud defense strategy, overseeing all aspects of prevention, detection, investigation, and loss mitigation. &nbsp;Drive a culture of proactive risk management and champion the use of data analytics and cutting-edge technology to safeguard member assets, minimize financial loss, and protect the credit union's reputation.This position is for our ASC location, (main campus) located at: 1 Ikea-RBFCU Pkwy, Live Oak, TX 78233Essential Functions and Responsibilities:<ul><li>Shape RBFCU's enterprise-wide fraud prevention strategy, setting the vision and direction for a comprehensive risk management program.</li><li>Provide executive oversight of all fraud-related activities, including account takeover, identity theft, card fraud, and internal fraud. &nbsp;</li><li>Ensure timely and accurate reporting to senior management and the Board of Directors.</li><li>Chair RBFCU Fraud Committee, producing performance reporting for executives and coordinate actions and mitigation plans.</li><li>Leverage advanced analytics and fraud intelligence to identify emerging threats, measure performance, and optimize prevention strategies. &nbsp;Translate data insights into actionable plans to anticipate and mitigate fraud risk.</li><li>Foster strong partnerships across the organization, collaborating with IT, Operations, Marketing, and other departments to embed fraud prevention into business processes and product development.</li><li>Maintain a deep understanding of regulatory requirements and industry best practices, ensuring RBFCU remains at the forefront of fraud prevention and compliance.</li><li>Manage budgetary and resource allocation for the department.</li><li>Establish clear performance metrics, conduct regular reviews, and drive continuous improvement in fraud prevention processes and controls.</li><li>Champion change and lead the implementation of new technologies, strategies, and initiatives to enhance RBFCU's fraud prevention capabilities.</li><li>Represent RBFCU in industry forums and regulatory engagements to promote best practices and thought leadership in fraud management.</li></ul>Requirements:<ul><li>Bachelors degree or minimum of five years previous job related work experience in lieu of Bachelors degree</li><li>Minimum of five years previous job related Financial Institution experience</li><li>Minimum of five years previous job related supervisory/management experience</li><li>Must be able/willing to commute to the work location at: 1 Ikea-RBFCU Pkwy, Live Oak, TX 78233, hybrid schedule</li><li>Some travel required</li><li>Type and 10-key by touch. Proficient in utilizing PC, software, and other office equipment</li><li>Excellent interpersonal, organizational, communication, leadership and time management skills&nbsp;</li><li>Requires teamwork and dedication to build strong relationships with coworkers and to interact with all levels of the organization</li><li>Must have strong analytical insight and be able to problem solve and work independently&nbsp; &nbsp;</li><li>Accumulate required education and/or professional experience needed to become a Certified Fraud Examiner (CFE)</li></ul>All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, or other legally protected status

Vice President - Enterprise Fraud Management

<h3>Job Description:</h3>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: Edina, Oakdale, Minnetonka, Brookfield, MiddletonAs a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.The Team While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.The Expertise You Have<ul><li>Series 7 required</li><li>Series 63 or ability to obtain within 90 days</li><li>2-3 years of previous financial services experience</li></ul>The Skills You Bring<ul><li>Broad based knowledge and understanding of general financial planning concepts</li><li>Proven customer service, client support and problem resolution skills</li><li>Strong verbal and written communication skills</li><li>Ability to effectively influence others</li><li>Robust time management and organizational skills</li></ul>The Value You Deliver<ul><li>Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests</li><li>Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client</li><li>Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client</li><li>Collaborate with internal business partners to research and resolve complex client requests</li><li>Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer ServiceMost 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.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.

Client Support Specialist - San Antonio, TX Area (REMOTE)

Job Requirements This specific restaurant is independently owned and operated by a Whataburger franchise.&nbsp;Please click on the apply button below to be redirected to this franchisee’s website. Once there, you will be able to learn more about this position information and their application process.

9 Project Management / Professional Services Jobs in San Antonio, TX, USA