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<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 Smithfield 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/ikpdyse5/fid-2025-tpbs-fca-region1.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 8:30am – 5:00pm EST and post training must be able to work an 8hr shift between the hours of 10am – Midnight EST<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.

Fidelity Investments

Financial Customer Associate - Smithfield

<h4>Thank you for your interest in a career at NeighborHealth, formerly East Boston Neighborhood Health Center!</h4>Everywhere you turn, you can feel the immeasurable level of enthusiasm here at NeighborHealth! We are one of the largest community health centers in the country, supporting the greater Boston area and focusing on the well-being of our patients and local community. From the nurses and physicians on the front line of patient care, to the managers who lead and guide our staff, to the many support roles that keep our facilities running smoothly - everyone plays a vital role in improving medicine for our patients.Interested in this position? Apply online and create a personal candidate account!Current Employees of NeighborHealth- Please use our internal careers portal to apply for positions.To learn more about working at NeighborHealth and our benefits, please visit out our Careers Page.Time Type: Full timeDepartment: RegistrationAll Locations: 1601 Washington StreetPosition Summary: The scope of a Patient Services Coordinator includes support of the health center’s new patient primary care provider (PCP) assignment, registration, insurance enrollment processes and acts as patient advocates. The primary functions includes actively recruiting, assessing, screening, and interviewing potential and actual patients of all ages for eligibility to a government sponsored health coverage programs. The Patient Services Coordinator is responsible for assisting with insuring that all eligibility applications are complete, accurate, and processed in a timely manner and that pertinent coverage and other important data is entered correctly into EPIC. Schedule: Monday - Friday, 8:00 AM - 5:00 PM &amp; includes flexibility based on department needEssential Duties and Responsibilities:<ul><li>Processes applications for actual and potential patients of EBNHC to obtain or maintain eligibility for health coverage not limited to MassHealth (includes disability, 65+, and Buy In), Health Safety Net, Health Connector, Children’s Medical Security Plan.&nbsp;</li><li>Thoroughly and accurately assesses and screens patients to determine probable eligibility for a variety of health coverage programs.&nbsp;This includes comprehensive and an up to date knowledge of the eligibility programs, the eligibility requirements, and covered benefits/services by program, and any out of pocket costs to the patient.​</li><li>Thoroughly and concisely completes applications for eligibility in a timely manner.&nbsp; </li><li>Completes all interface with the state for all applications ensuring that the applications and supporting documentation was completely sent/received.&nbsp; </li><li>Updates EPIC appropriately with coverage, FPL, Enrollment Notices, etc .</li><li>Use all applications and eligibility systems available appropriate to the patient’s situation, specifically, MAP, POSC/ MMIS, etc.</li></ul>Qualifications and Requirements:<ul><li>HS Diploma/GED.</li><li>Bilingual fluency Spanish/English required.</li><li>Mass Health Experience is preferred.</li><li>Demonstrated understanding of all government sponsored health insurance programs</li><li>Previous Customer Service work or volunteer experience required.</li><li>Demonstrated excellent organizational, communication, and time management skills.</li><li>Exceptional judgment, initiative, and leadership skills.&nbsp;</li><li>Demonstrated ability to promote a team environment with proven successful outcomes</li></ul>Pay Range:$21.51 to $32.26 based on experience

Coordinator, Patient Services

<h3>Job Description:</h3>The Role:The Senior Manager, Configuration Analyst will be the primary focal point for delivering on ServiceNow configuration enhancements and simple ServiceNow development requirements. The role sits within a Business Analyst and Product Lead team that oversees Product Roadmap strategic deliverables while also managing day to day enhancements and fixes in a highly dynamic and fast paced environment. The role also requires proficiency in process optimization, data analytics, and project management.In This Role, You Will:<ul><li>Facilitate the requirements, design, testing, and delivery of projects and system enhancements while representing partner interests.</li><li>Ensure the accurate collection, control, processing, and maintenance of confidential candidate and employee record data.</li><li>Have the opportunity to work across various Fidelity teams and on future GSI technology initiatives.</li><li>Work across business and technology teams to deliver modernized and optimized systems that support Fidelity Investigators and partner teams including Talent Acquisition, Human Resources, Legal, Regulatory and Compliance.</li><li>Be focused on enhancing the digital pre-hire background experience for all Fidelity candidates while also modernizing the Internal Investigation and Threat Management case management tools.</li><li>Collaborate with business and technology partners to tackle issues, design and deliver process improvements; and provide ongoing support in a fast-paced agile environment.</li><li>Craft detailed use cases and stories that will ensure accurate and timely execution of the vision articulated by the Product Lead.</li><li>Your interactions with the team will model Fidelity leadership principles to sustain an agile, innovative culture that creates a positive environment for all team members.</li><li>You will form a close and highly valued relationship with the Operational Leads of each Investigation team (Backgrounds, Internal, Threat) and their team members to partner on the delivery of defect fixes and future state feature / functionality enhancements.</li><li>You will demonstrate highly honed skills in ServiceNow configuration and proficient skills in simple ServiceNow development, data analytics, process optimization and project management.</li></ul>The Expertise, Experience and Skills We Are Looking For:<ul><li>Experience with workflow configuration in ServiceNow</li><li>Experience with requirements definition, documentation, and refinement</li><li>Experience with end-to-end test planning and execution</li><li>Experience in a fast paced, agile environment</li><li>Experience in analyzing, mapping and improving process flows</li><li>Experience in basic project management</li><li>Experience in data collection, organization and analysis</li><li>Experience with JIRA and Agile tools and processes</li><li>Experience in using ServiceNow to implement portals and collaborative solutions</li><li>Experience creating properties, business rules, and client scripts in ServiceNow, to include code migration between instances</li><li>A track record that demonstrates successful implementation of ServiceNow in an enterprise environment</li><li>Ability to analyze business requirements / problems and leverage ServiceNow capabilities to address those problems</li><li>Strong analytical and critical thinking skills, with high attention to detail</li><li>You are analytical, a critical thinker and technically savvy</li><li>Your social / communication skills are a key strength</li><li>You are highly organized and the ability to prioritize work while under tight deadlines</li><li>You understand the importance of being meticulous complemented by a high degree of accuracy</li><li>You demonstrate good business judgment and have a keen ability to build and influence relationships</li><li>You are an initiative-taking collaborator who works independently while thriving in small team environments</li><li>Your diligence consistently generates high quality output and is a priority in your daily work</li><li>Bachelor’s degree or equivalent work experience</li><li>A minimum of 3-5years Business / Systems Analyst experience</li><li>4+ years of experience using ServiceNow's features to customize, develop, and configure solutions that achieve business unit needs</li></ul>The Purpose of Your Role and Value Delivered:This role will be highly relied upon to:<ul><li>Upskill / train other Analysts in ServiceNow Configuration related capabilities and work</li><li>Lead and deliver end to end implementation of ServiceNow enhancements and defects</li><li>Research and advise on existing and upcoming capabilities of ServiceNow</li><li>Research and implement solutions to incidents and requests</li><li>Update standards and procedures documentation as required</li><li>Create automated test scripts for use in future upgrade releases</li><li>Proactively provide valuable insight by partnering with our business partners to find opportunities for continuous improvement.</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamFidelity’s Global Security and Investigations (GSI) Business Unit is undergoing several technology and process modernization initiatives leveraging ServiceNow as the case management and process support platform. This role is a key position on the Global Security Program Management team, within GSI, supporting the implementation and ongoing support of ServiceNow scope applications for Fidelity’s new global Background Investigation case management cloud-based platform and Fidelity’s modernized Internal Investigations and Threat Management case management systems.<h3>Certifications:</h3><h3>Category:</h3>Business AnalysisFidelity’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.

Senior Manager, Configuration Analyst

<h3>Job Description:</h3>The RoleAs a Squad Lead within the AccessHub group, you will play a pivotal role in shaping and executing the connectivity strategy for our modern Identity Governance and Administration (IGA) platform. This role blends leadership, product ownership, and technical expertise to drive the development and integration of scalable connectivity patterns, with a focus on SailPoint IdentityIQ.In this position, you will serve as the product owner for your squad, responsible for defining and refining the mission, setting strategic direction, and ensuring successful tactical execution. You will manage the product backlog, prioritize initiatives, and align delivery timelines with broader organizational goals. Collaboration is key—you will work closely with other product leaders, agile coaches, chapter leads, and enterprise architects to ensure alignment, surface diverse perspectives, and drive cohesive decision-making.The Expertise and Skills You Bring <ul><li>Proven experience in IT product management, ideally within a cybersecurity environment, with a focus on implementing commercial off-the-shelf (COTS) cybersecurity solutions.</li><li>Demonstrated ability to define strategic roadmaps and drive execution aligned with business priorities.</li><li>Strong leadership in problem-solving and cross-functional collaboration, effectively bridging business and technology teams in a highly matrixed organization.</li><li>5+ years of hands-on experience implementing SailPoint IdentityIQ or Identity Security Cloud.</li><li>Skilled in stakeholder engagement, with the ability to collaborate, negotiate, and refine requirements in partnership with business counterparts.</li><li>Must have deep expertise in the Identity and Access Management (IAM) domain, including familiarity with Privileged Access Management (PAM), authentication protocols, and related technologies.</li><li>Solid product management capabilities, including roadmap development, risk management, status reporting, and ensuring operational stability and security of delivered solutions.</li><li>Strong innovation mindset with the ability to design scalable, efficient solutions that maximize squad capacity and impact.</li><li>Industry-recognized cybersecurity certifications (e.g., CISSP, CISM, CISA) are a plus.</li><li>Prior people management experience is preferred, including mentoring, coaching, and developing high-performing teams.</li></ul>The TeamThe Workforce Identity &amp; Access Management product line team provides provisioning, lifecycle management and control assessment solutions to technology teams and applications across Fidelity’s business units. We are responsible for providing capabilities that provide secure, stable access in a manner which ultimately improves Fidelity’s risk posture, ensures compliance with policy standards, and reduces the overall cybersecurity threat landscape facing the firm.<h3>Certifications:</h3><h3>Category:</h3>Product ManagementFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Squad Lead - SailPoint Product Owner

<h3>Job Description:</h3>Are you considering a career where you can help clients with their finances and plan for their future but not sure where to start?Whether you are finishing your schooling or thinking about changing careers, Fidelity’s Licensing Accelerator Program provides you the opportunity to learn more about the industry and the culture at Fidelity, all while preparing you to sit for the SIE® Exam which is the first step in earning your Series 7 and helping clients achieve their financial goals. The SIE® is an introductory-level exam covers fundamental investment concepts for working in the industry, including types of basic financial products, risk association and regulatory guidelines.Our Licensing Accelerator Program allows you to explore joining the financial services field and jumpstart your career in the industry, all while being supported by a network of Fidelity leaders and resources. If accepted into Fidelity’s LAP program, you will not be employed with Fidelity and you will not perform any work for Fidelity.What to expect…As a Fidelity Licensing Accelerator Program participant, you’ll be given the opportunity to prepare and sit for the SIE® exam as we invest in you<ul><li>Fidelity will pay for the study materials and exam fee for you to sit for the Securities Industry Essentials® Exam.</li><li>You will experience opportunities for engagement at various key milestones throughout the program and have access to a personalized portal for study software and Fidelity resources.</li><li>Throughout the program, you’ll have the ability to learn more about career opportunities at Fidelity, hear directly from associates and leaders, and see the culture from within.</li><li>Upon successful completion of the program, our skilled recruiters will partner with you on applying to our full-time Customer Relationship Advocate role where you can complete the Series 7 and other licenses and begin your career journey with Fidelity.</li></ul>Advantages of Fidelity’s LAP journey…You are learning. An informative and flexible learning environment that encourages questions, with access to study materials and tips from Fidelity’s licensing partners.You can explore. Experience Fidelity and learn what a career at Fidelity looks like through tours of our regional and/or investor centers, discover what career vitality looks like at Fidelity and what opportunities might be right for you!You get exposure. Understand what our culture is like and the impact we have in our communities and regions.You are growing. From week one in the program, receive the support and structure to help you prepare for the SIE® exam &amp; explore a future at Fidelity.Our LAP program allows you to explore joining the financial services field and jumpstart your career in the industry. If accepted into Fidelity’s Licensing Accelerator program, you will not be employed with Fidelity and you will not perform any work for Fidelity. The program will provide you with resources to study for and take the SIE® while also allowing you to learn more about what a future career with Fidelity will look like if you elect to pursue one. Note: Any application for full time licensed employment will not be considered until completion of the program.<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.

Fidelity’s Licensing Accelerator Program (SIE®) - Smithfield, RI

<h3>Job Description:</h3>The RoleAs Digital Solutions analysts, we partner with business sponsors, co-lead key initiatives, and translate customer and business needs into tangible solutions that deliver value across Fidelity’s core digital experiences.As a Principal Analyst, you will:<ul><li>Collaborate with and build relationships across multi-functional teams, including analytics, artificial intelligence, technology, product, and marketing teams, to ensure successful delivery of new initiatives and continuous measurement of outcomes.</li><li>Support delivering initiatives, including AI/ML models, to personalize customer experiences on mobile and web platforms. Ensure these experiences are meaningful, reliable, and tailored to the unique needs of each customer, improving their overall financial wellness and interactions.</li><li>Foster an environment of data-driven decision making and innovation through analyzing customer data and interactions to identify patterns, trends, and insights to address customer problems and opportunities.</li><li>Encourage creativity and inventiveness to develop innovative solutions that captivate and delight our customers.</li><li>Stay updated with industry trends in customer experience and personalization.</li></ul>Expertise and Skills<ul><li>Bachelor’s degree or equivalent in computer science, data science, mathematics, or a similar field.</li><li>Experience working with related teams, preferably within the financial services industry.</li><li>Excellent problem-solving skills and attention to detail.</li><li>Ability to communicate and collaborate effectively across multiple teams and partners to clearly articulate requirements, facilitate discussions, manage expectations, and ensure alignment.</li><li>Ability to break down complex problems into manageable components, synthesizing data-driven insights into clear insights to drive informed decision-making.</li><li>Exposure to artificial intelligence / machine learning techniques is a plus.</li></ul>The TeamAs Digital Solutions chapter members, we are passionate about bringing together people, process, and technology to serve our growing customer base. We share a set of core product management and analytical skills, along with differentiated skills that are suited to the products in which we are aligned.This role is aligned to the Personalization product squad, which provides strategy, enablement and expertise to deliver consistent and personalized experiences that optimize the value of our platforms. This role will be responsible for supporting the development and enablement of new personalization initiatives, including enabling customer segments, targeting rules, and artificial intelligence models, to deliver captivating and meaningful customer experiences that improve business and client outcomes across our channels.As a member of our team, you will be part of a dynamic community of product professionals. You will receive ongoing coaching, training, and development opportunities to enhance your skills and expand our impact.Note: Fidelity will not provide immigration sponsorship for this position.<h3>Certifications:</h3><h3>Category:</h3>Business Analytics and InsightsFidelity’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.

Principal Business Analyst, Digital Solutions (Personalization)

<h3>Job Description:</h3>The Role Join our team of Customer Relationship Advocates (CRA). This first-of-its-kind experience supercharges your early career growth at Fidelity with personalized support, skill development and training. In this role, you are a licensed professional providing outstanding customer service while answering inbound phone calls and supporting Fidelity’s valued clients. You will develop skills to assist with a broad range of client needs, including trade requests, money movement, online support and so much more! What to expect… As a new CRA, you’ll learn about the financial services industry, apply new concepts, develop, and practice new skills, and push yourself to accomplish new goals through three major milestones: 1. Licensing Preparation In the first months, you’ll prepare to become a FINRA (Registered Representative by studying for and obtaining your SIE®, Series 7, and 63 licenses, all fully sponsored by Fidelity. This includes paid study time and access to valuable resources like licensing coaches and workshops. While these exams can be challenging, rest assured that we’re here to support you every step of the way! <a href="http://www.finra.org/registration-exams-ce/qualification-exams" target="_blank">(Learn More) </a> 2. Skill Development In the following months, you’ll handle more complex customer calls while dedicating time each week to connect with your team, meet with your leader, and expand your network. 3. Proficiency As you gain confidence and proficiency in serving customers, you’ll explore new career paths through job shadowing and our career center.The Expertise and Skills You Bring<ul><li>Aptitude and dedication to complete the FINRA SIE ®, Series 7 Top Off and Series 63 exams through our industry-leading licensing program.</li><li>Enthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly, and retaining information to assist with decision-making.</li><li>A passion for connection and desire to establish rapport with customers by facilitating meaningful conversations that are resolution-oriented and efficient. </li><li>Ability to handle different types of situations, emotions and conversations driving towards suitable resolutions.</li><li> A desire for growth and a mindset that generates long term success through adaptability and personal accountability.</li><li>Exceptional critical and analytical problem-solving skills and a demonstrated ability to interpret a scenario, leverage resources and find an appropriate resolution.</li><li>Comfortable learning new technology or proprietary platforms and confident navigating multiple systems simultaneously.</li></ul>Note: Fidelity is not providing immigration sponsorship for this position The TeamOur Greatest Asset is Our People We are committed to building a diverse workforce, enduring a culture of belonging, and creating more inclusive experiences for our associates, customers, and our community.Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, and Wellness Program. <a href="http://jobs.fidelity.com/media/30wgvbqc/tpbs-cra-02-25-den-mmk-nc-slc-smt-wlk-2025.pdf" target="_blank">(Learn More)</a> <h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service, SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Customer Relationship Advocate Career Development Experience- Smithfield, RI

<h4>Thank you for your interest in a career at NeighborHealth, formerly East Boston Neighborhood Health Center!</h4>Everywhere you turn, you can feel the immeasurable level of enthusiasm here at NeighborHealth! We are one of the largest community health centers in the country, supporting the greater Boston area and focusing on the well-being of our patients and local community. From the nurses and physicians on the front line of patient care, to the managers who lead and guide our staff, to the many support roles that keep our facilities running smoothly - everyone plays a vital role in improving medicine for our patients.Interested in this position? Apply online and create a personal candidate account!Current Employees of NeighborHealth- Please use our internal careers portal to apply for positions.To learn more about working at NeighborHealth and our benefits, please visit out our Careers Page.Time Type: Full timeDepartment: RegistrationAll Locations: 1601 Washington StreetPosition Summary: 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. Schedule: Monday-Friday, 8am-5pm and includes evening, weekend or holiday rotationsESSENTIAL DUTIES &amp; RESPONSIBILITIES<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, and Behavioral Health. 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,, 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;&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>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;&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, Dental, 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>EDUCATION: <ul><li>High School Diploma or G.E. Equivalent required.</li></ul>EXPERIENCE:<ul><li>One year of customer service experience previous experience in health insurance or medical setting strongly preferred.</li></ul>SKILLS/ABILITIES:<ul><li>Bilingual in English and Spanish required. </li><li>Demonstrates ability to work in a fast paced environment performing multiple tasks simultaneously.</li></ul>BENEFITS:<ul><li>Medical, dental, and vision coverage</li><li>Life and disability insurance</li><li>401(k) retirement plan</li><li>Tuition reimbursement</li><li>Flexible spending and transportation accounts</li><li>Paid holidays, vacations, sick, and personal time</li><li>Generous staff development benefit</li><li>Excellent malpractice coverage</li><li>Pet insurance</li><li>Free parking</li><li>And much more</li></ul>RATE: $21/hr

Coordinator Patient Access SECHC

<h3>Job Description:</h3>Is it time to make new investments into your career?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.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.What to expect…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.<ul><li>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.</li><li>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.</li><li>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.</li></ul>You are learning. 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.You will be supported 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.You are celebrated. 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. You are growing. 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.You can explore. 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.The Skills You Bring<ul><li>Outstanding client relationship experience as well as an understanding of a sales process, including calling and working with warm leads</li><li>Knowledge or experience in sales or the consultative relationship process</li><li>Demonstrate accountability and a goal-oriented mindset </li><li>Natural and demonstrated success in asking deeper questions to fully understand the client’s situation </li><li>Ability and flexibility to work in a “hybrid” work setting, both at home and in office</li><li>Comfortable with technology and ability to navigate multiple systems simultaneously</li><li>Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe Value You Deliver<ul><li>Learn book-management skills and effectively handle leads while utilizing tools i.e. Salesforce</li><li>Build rapport and open a conversation with Fidelity participants through profiling and utilizing consultative skills during participant interactions</li><li>Introduce 401(k) participants to business partners to have appropriate Investment Solutions conversations</li><li>Set up targeted appointments while identifying opportunities to address participant needs related to products and services</li></ul>Our Investments in YouOur 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.Sound too good to be true? See for yourself and learn more about our benefits offerings:<ul><li>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></li><li>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></li></ul>Required Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service, SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Workplace Planning Associate -Smithfield, RI

<h3>Job Description:</h3>Compliance Advisor: Ethics Office, Trade MonitoringThe Ethics Office works closely with business, compliance, and legal partners to ensure ongoing regulatory compliance and protection of Fidelity’s brand and reputation. We are passionate about the associate experience and committed to providing sound and consistent guidance that effectively mitigates conflicts of interest. A critical component of the Ethics Office is the Personal Trade Monitoring Team. As a key member of this team, you will assist with the development and application of policies and procedures related to employee personal trading in digital assets, while also supporting the team’s monitoring of employees’ securities trading for compliance with Fidelity’s Code of Ethics for Personal Investing. You will work closely with multiple business partners and apply sound judgement while answering questions related to Fidelity’s rules about owning and trading securities or digital assets for personal benefit. The Expertise and Skills You Have<ul><li>BA/BS degree required.</li><li>Minimum 5 years of financial services experience (compliance, trade operations, or investment support experience preferred).</li><li>Solid understanding and interest in the digital asset sector; including cryptocurrency trading, regulatory framework, and new product offerings.</li><li>Ability to understand complex issues, particularly with respect to digital assets, and provide clear and concise explanations in written and verbal communications.</li><li>Strong interpersonal skills to effectively collaborate with various departments to cultivate a culture of compliance.</li><li>Ability to establish priorities, work independently, and follow through on assignments with minimal supervision within a fast-paced and challenging environment.</li></ul>The Value You Deliver<ul><li>Assist in the development of policies, procedures, and eventual monitoring of employee personal trading in digital assets.</li><li>Execute day-to-day operations related to the monitoring and oversight of employee trading for compliance with Fidelity’s Code of Ethics for Personal Investing.</li><li>Support the development, implementation, and maintenance of comprehensive compliance policies and procedures that align with both regulatory obligations and organizational objectives.</li><li>Educate and assist employees with their understanding of Fidelity’s personal trading policies, particularly new policies related to digital assets.</li><li>Apply sound judgment to recognize issues, assess risks, and identify items requiring escalation.</li><li>Improve the associate experience while maintaining a strong culture of compliance.</li></ul><h3>Certifications:</h3><h3>Category:</h3>ComplianceFidelity’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.

28 Project Management / Professional Services Jobs in Smithfield, RI, USA