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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.American Express is proud to make available a set of on-line deposit products provided by American Express National Bank. In support of these products for both consumer and commercial customers, Enterprise Bank Servicing within the Banking Servicing Network is hiring Rep-Cash Management - CCP Servicing Roles. This role is a member of the Monetary Operations Teams within where you will deliver a world-class experience for American Express National Bank, assisting consumer and commercial customers. You'll provide personalized customer service of the highest level by supporting our Customer First framework, establishing rapport, and presenting a positive, friendly attitude. As a Monetary Operations Colleague you will be responsible for handling inbound/outbound calls on accounts while maintaining a professional working relationship between American Express, the customer and external banks. You will serve our customer's requests by gathering and analyzing pertinent data to determine the appropriate course of action while supporting a fast paced, close knit team environment. You will be part of a team that is responsible for the daily processing of: Wire Transfers, ACH transactions, Official Check requests, Internal transfers, Account closures, Check File Processing and any other required monetary or servicing requests. All Monetary Operations processes are highly regulated and scrutinized by compliance, Internal/External audit as well as Federal Regulators. We must ensure proper due diligence is performed prior to the movement of all monetary transactions.&nbsp;In this role you will be required to:<ul><li>Must be extremely detail oriented to have the ability to analyze and understand large amounts of information, financial and otherwise from numerous sources&nbsp;</li><li>Must possess intuitive and deductive reasoning skills and be comfortable making decisions and recommendations in unclear circumstances</li><li>Willingness to be involved in business initiatives that drive career development and team engagement&nbsp;</li><li>Must effectively communicate American Express concerns while ensuring customers that they are valued infusing the Customer First Focus = Easy, Recognize, Solve</li><li>Take on additional responsibilities within Operations based on overall business needs to drive business initiatives and support career development and team engagement&nbsp;</li></ul>Minimum Qualifications:<ul><li>2+ years’ experience in Operations or Banking preferred&nbsp;</li><li>Must have excellent analytical, written, and verbal communication skills&nbsp;</li><li>Must have strong time management skills and the ability to work under pressure and with limited supervision while managing multiple tasks effectively</li><li>Strong computer literacy with a solid working knowledge of current internet technology, the ability to research information for business related purposes and proficiency with Microsoft Office products&nbsp;</li><li>Proven adaptability to a quickly changing environment&nbsp;&nbsp;&nbsp;</li></ul>&nbsp;Preferred Qualifications:<ul><li>Thought Leadership&nbsp;</li><li>Resilient with the desire to continually improve personal performance, customer satisfaction, operational goals, and business brand</li></ul>Additional Requirements:<ul><li>This role is hybrid role. Candidates must be able to work in the office a minimum of 3 days a week.</li><li>Flexibility to work anytime between 6:00am-9:00pm local time</li></ul>Salary Range: $20.00 to $24.05 hourly + bonus + benefitsThe above represents the expected hourly pay 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.Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.&nbsp;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

Representative-Cash Management - Hybrid - Phoenix, AZ / Sandy, UT

<h3>Job Description:</h3><h3>Is it time to make new investments into your career?</h3>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.<h3>What to expect…</h3>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.<h3>The Skills You Bring</h3><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><h3>The Value You Deliver</h3><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><h3>Our Investments in You</h3>Our benefits programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Backup Dependent Care, Charitable match, and Concierge Services.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.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

Workplace Planning Associate - Salt Lake City, Utah

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?The Credit Risk Oversight organization within Global Risk and Compliance (GRC) is responsible for independently overseeing and challenging the company’s credit risk taking and credit risk management activities, including the comprehensive identification, management, and mitigation of credit risks within the company’s risk appetite.&nbsp;The candidate is responsible to conduct independent credit risk assessments of commercial rating and underwriting decisions, develop monitoring rules, review credit risk processes, and take part in projects that provide credible challenge to 1st line credit risk teams. The candidate should have experience in commercial credit risk management, data &amp; analytics, risk appetite limit setting, portfolio monitoring and relevant regulatory regulations, and guidance.Key Responsibilities:<ul><li>Conduct independent review of wholesale rating and underwriting decisions and provide credible challenge to first line teams.&nbsp; Assess adherence to credit policies and procedures and bank regulations.&nbsp;</li><li>Conduct quantitative analysis on risk management data to drive insights and recommendations for first-line teams.</li><li>Collaborate with Business Unit Risk teams to enhance decision processes or address major credit issues.&nbsp;</li><li>Identify credit risk metrics (e.g. KRIs and KPIs) to continuously monitor and oversee risk.&nbsp;</li><li>Develop requirements to support the next generation risk capabilities &nbsp;</li><li>Produce credit risk dashboards for AXP Risk Committees including tracking risk appetite metrics.&nbsp;</li><li>Analyze trends in the charge and lending portfolios and conduct deep dive analysis to understand key drivers.&nbsp;</li></ul>Qualifications:<ul><li>5+ years of Banking or Credit risk management experience and strong experience related to Commercial credit extension and management.&nbsp;</li><li>Familiarity with banking regulations, particularly those imposed by OCC and Federal Reserve.&nbsp;&nbsp;</li><li>Knowledge of macroeconomic trends and its impact on borrower repayment.&nbsp;</li><li>Ability to clearly communicate oversight findings to credit risk peers, business partners, and senior leaders.&nbsp;</li><li>Demonstrates the courage to challenge the status quo.&nbsp;</li><li>Project management skills, ability to deliver high quality results while meeting deadlines, department and personal goals.&nbsp;</li><li>Ability to clearly communicate oversight findings to credit risk peers, business partners, and senior leaders.&nbsp;</li><li>Experience with data-driven analytical tools is helpful (e.g. SQL, SAS, R, Python)&nbsp;</li><li>Bachelor’s degree with high GPA and a degree (or substantial coursework) in Finance, Accounting, Economics, or Business.</li></ul>Salary Range: $80,000.00 to $155,000.00 annually + bonus + 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

Manager-Risk Management

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.</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.</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 Financial Coordinator

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?The Credit Risk Oversight organization within Global Risk and Compliance (GRC) is responsible for independently overseeing and challenging the company’s credit risk taking and credit risk management activities, including the comprehensive identification, management, and mitigation of credit risks within the company’s risk appetite.The candidate is responsible to conduct independent credit risk assessments of commercial rating and underwriting decisions, develop monitoring rules, review credit risk processes, and take part in projects that provide credible challenge to 1st line credit risk teams. The candidate should have experience in commercial credit risk management, data &amp; analytics, risk appetite limit setting, portfolio monitoring and relevant regulatory regulations, and guidance.Key Responsibilities:<ul><li>Conduct independent review of wholesale rating and underwriting decisions and provide credible challenge to first line teams.&nbsp; Assess adherence to credit policies and procedures and bank regulations.</li><li>Conduct quantitative analysis on risk management data to drive insights and recommendations for first-line teams.</li><li>Collaborate with Business Unit Risk teams to enhance decision processes or address major credit issues.</li><li>Identify credit risk metrics (e.g. KRIs and KPIs) to continuously monitor and oversee risk.</li><li>Develop requirements to support the next generation risk capabilities </li><li>Produce credit risk dashboards for AXP Risk Committees including tracking risk appetite metrics.</li><li>Analyze trends in the charge and lending portfolios and conduct deep dive analysis to understand key drivers.</li></ul>Qualifications:<ul><li>5+ years of Banking or Credit risk management experience and strong experience related to Commercial credit extension and management.</li><li>Familiarity with banking regulations, particularly those imposed by OCC and Federal Reserve.&nbsp;</li><li>Knowledge of macroeconomic trends and its impact on borrower repayment.</li><li>Ability to clearly communicate oversight findings to credit risk peers, business partners, and senior leaders.</li><li>Demonstrates the courage to challenge the status quo.</li><li>Project management skills, ability to deliver high quality results while meeting deadlines, department and personal goals.</li><li>Ability to clearly communicate oversight findings to credit risk peers, business partners, and senior leaders.</li><li>Experience with data-driven analytical tools is helpful (e.g. SQL, SAS, R, Python)</li><li>Bachelor’s degree with high GPA and a degree (or substantial coursework) in Finance, Accounting, Economics, or Business.&nbsp;</li></ul>Salary Range: $80,000.00 to $155,000.00 annually + bonus + 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

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

<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.

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:&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.

14 Project Management / Professional Services Jobs in Utah