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FCO - Risk Analyst Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments! We are currently sourcing for a Risk Analyst to work at Fidelity Investments in Smithfield, RI or Covington, KY. The Role The duties of the Risk Analyst are to support Enterprise Compliance Management’s Anti Money Laundering programs and maintain full compliance with USA PATRIOT Act regulations as stipulated specifically within section 326 of the Customer Identification Program. The purpose of your role is to support the companies Anti Money Laundering program and maintain compliance with USA PATRIOT Act regulations. A majority of our communications are with internal employees which includes all lines of business including retail, family office, Institutional Wealth Services, stock plan services, health savings as well as Correspondent firms directly. The Expertise We’re Looking For <ul> <li>Bachelor's degree required </li><li>Excellent interpersonal skills, both written and oral, as communicating with internal business units, customers, and correspondents will be required </li><li>Ability to meet time-sensitive requests along with strong research and information gathering techniques </li><li>Ability to balance multiple cases and prioritize accordingly. </li><li>Ability to work as a great teammate as well as work independently. </li><li>Ability to learn Fidelity systems including FBSI, FDOT, IRF, XTRAC </li></ul> The Skills You Bring <ul> <li>Highly motivated, flexible, quality focused, teammate. </li><li>Interested in quickly mastering Fidelity systems including FBSI, CACTUS, IRF, XTRAC, FDOT </li><li>Have the ability to balance multiple cases and prioritize accordingly. </li><li>Broad knowledge of the financial services industry strongly preferred </li></ul> The Value You Deliver <ul> <li>Understanding the USA PATRIOT Act, Section 326 as well as any subsequent updates or guidance as put forth by the regulatory bodies or agencies including but not limited to the SEC, FINRA and FinCEN. </li><li>Communicate directly with appropriate business liaisons and advance issues as appropriate to management in a timely and concise manner. </li><li>Review incoming Customer Identification Program (“CIP”) incidents and perform research to ensure compliance and also minimize risk to the firm. </li><li>Communicate compliance requirements to clients as necessary, restrict accounts as appropriate and bring up issues in a timely manner to senior team members or management. </li><li>In addition to research, review and escalation responsibilities, adherence to a strict timeline and compliance schedule is paramount. This is all done in an effort to mitigate risk to the firm while also minimizing any negative impact to the client experience either real or perceived. </li><li>Develop and participate in ongoing systems and process improvements. Participate in testing of any new system functionality and adapt to changes in policies or practices as required </li><li>Serves as backup for other functional groups as needed </li></ul> The hourly pay rate range for this position is $25-$30 per hour. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Fidelity TalentSource

Risk Analyst

<h3>Job Description:</h3>Risk Manager – Fidelity Digital Assets Risk Management The RoleAs a member of the Fidelity Digital Assets Risk Management team, you will play a key role in protecting Fidelity and its customers. You will primarily focus on the oversight of key risks, business unit policies, and other critical risk management functions supporting Fidelity Digital Assets custody and trading platform, as well as supporting the potential launch of innovative new products and services. You will be responsible for working with business and technology teams along with Compliance and Legal to support continued product growth of Fidelity Digital Assets. Active collaboration in the continued enhancement and expansion of the team’s programs will also be central to the role.The Expertise and Skills You Bring<ul><li>2-5 years of experience in Compliance, Risk, or Audit, with experience in brokerage / capital markets a plus, 4-year college degree a plus</li><li>Familiarity with Fidelity’s businesses and risk programs</li><li>Strong ability to work and flourish in a fast-moving, challenging environment</li><li>Strong analytical, organizational, and problem-solving skills. Data analysis and visualization skills a plus</li><li>Interest and/or understanding of blockchain and digital assets is a plus</li><li>Your curiosity and desire to support innovative initiatives to understand and managing the risk of digital assets</li><li>Your love of solving complex problems, comfort with ambiguous situations, and your ability to help solution innovative ways to mitigate risk using your advanced analytical and critical thinking skills</li><li>Independent thinker; accountable for, and skilled in, exercising sound judgment</li><li>High degree of integrity and strong work ethic; decisive with orientation toward results; positive attitude</li><li>Ability to respond to shifting priorities while maintaining progress of regularly scheduled work</li></ul>The Value You Deliver<ul><li>Help growing business build control programs that appropriately mitigate risk and meet corporate standards</li><li>Partner with business leaders to promote a collaborative environment that helps the business meet its goals while ensuring it stays within its risk tolerance</li><li>Leverage critical thinking and analysis skills in due diligence of prospective clients and liquidity providers</li><li>Help facilitate operational risk assessments and issue mitigation/tracking across FDAS.</li><li>Leveraging your experience in the financial services, digital asset or the risk/compliance industry with an emphasis on building control programs</li><li>Provide management with updates on the status of Enterprise Services Risk Program, issues, incidents, and exceptions</li></ul>The TeamFidelity Digital Asset (FDA) is an exciting business unit focused on bringing industry-leading digital asset custody and trading services to institutional clients, and Fidelity Digital Assets Risk is a dynamic and innovative risk management team that enables business growth while protecting Fidelity and its customers. The team has responsibilities for operational, technology, credit, and trading risks and partnering with Fidelity Digital Assets business leaders to develop innovative solutions and foster a strong risk mindset.Fidelity is not providing immigration sponsorship for this position<h3>Certifications:</h3><h3>Category:</h3>RiskFidelity’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

Manager, Digital Asset Risk Management

<h3>Job Description:</h3>Are you passionate about leveraging varied analytical techniques and using myriad data sources (e.g., customer attributes and behaviors, transactional history, call transcripts, digital activity, business financials) to improve product offerings? Are you ready to drive rapid experiments &amp; strategic insights to optimize every aspect of customer experience?If yes, we want you to join our upbeat and hardworking team and make a real-world difference for Fidelity’s customers.<h3>The Team</h3>We are looking for an accomplished analytics professional to be a creative and collaborative team member, helping develop and drive strategic analytical initiatives. As an indispensable member of CKSI, you'll be embedded in a business unit and will be a part of an agile inter-disciplinary team with a diverse set of skills across analytics, engineering, and data science, partnering to optimize and personalize the Fidelity experience.The team will look up to you as a senior subject matter authority in analytics &amp; insights.<h3>The Expertise We’re Looking For</h3><ul><li>5 + years of experience generating analytical insights to drive business actions, including experience with a range of analytical tools and techniques, such as SQL, Qlik/Tableau, Python, R, etc.</li><li>Experience with big data technologies / languages such as Snowflake, Hadoop, Apache Pig, Hive is required</li><li>Experience with digital analytics using tools such as Adobe analytics is a plus.</li><li>Graduate degree in a quantitative / technical field such as Engineering, Economics, Statistics. MBA or MS degree a plus</li></ul><h3>The Skills You Bring</h3><ul><li>A passionate can-do attitude to your work.</li><li>You are committed to cross-functional collaboration to achieve the best results for Fidelity and for our customers.</li><li>Demonstrating a versatile mix of analytical skills, you always focus on business use cases and customer needs.</li><li>Tremendous intellectually curious, taking the initiative to learn new skills and share that knowledge with others.</li><li>Bringing a data-driven approach to decision making through experimental design and practical application</li></ul><h3>The Value You Deliver</h3><ul><li>Your analytical insights will inform business decisions and drive the actions of customer experience and product development teams</li><li>Supporting democratization of data among business partners and creating self-serve data visualization tools that enable business decision making</li><li>Continuously improving data analytics and insights capabilities and spreading that knowledge and expertise throughout the organization</li></ul><h3>Certifications:</h3><h3>Category:</h3>Data 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.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.

Senior Manager, Advanced Data Analytics and Insights

<h3>Job Description:</h3>Job Description: Do you want to work with a team that helps understand how customers interact with Fidelity to drive better experiences and outcomes? Are you known for creating compelling, actionable insights with your data and analytic skills? Come join a world-class analytics team and work in an agile way to help power Fidelity forward with the best experiences in the Financial Services industry! The Team The Customer Knowledge &amp; Strategic Insights (CKSI) group within Wealth organization is an organization with a mission to drive client and business value using data, analytics and customer research. The work we do uses the wealth of its data to enable algorithms, analyses, and data products, resulting in transformed customer experiences and better strategic business decisions. As a member of the CKSI analytics chapter, you will be part of an agile team focused on helping enable business applications, customer insights and research with data platform. Your Role As the Director, Analytics &amp; Insights you will work on an agile team focused on helping understand how internal business partners use data in various applications, gather requirements for engineering teams, conduct analytics and develop insights to inform key decisions. In addition, you will power the team with key insights, create self-service analytic tools, and facilitate learning through experimentation. The Expertise We’re Looking For <ul><li>10+ years of demonstrated experience in data and analytics </li></ul><ul><li>Strong business acumen and uncanny ability to serve as a translator between business and technology. </li></ul><ul><li>Proven ability to lead projects, rallying collaborators from other organizations and getting to the heart of business problems. </li></ul><ul><li>Experience with Snowflake/AWS cloud platforms. </li></ul><ul><li>Naturally collaborative with experience working in an Agile environment, including with remote teams, both on and offshore. </li></ul><ul><li>Excellent written, oral communication, project management and presentation skills, and the ability to present complex data and statistics in a simple and clear way </li></ul><ul><li>You bring passion to your work and operate with a sense of purpose that inspires and motivates those you work with. </li></ul><ul><li>You are intellectually curious, always eager to learn new skills and share the knowledge with others. </li></ul><ul><li>You bring a data-driven approach to decision making. </li></ul><ul><li>You demonstrate a mix of analytics and technical skills - SQL, any programming language and/or Data Visualization tools. </li></ul><ul><li>You have extensive experience in partnering with key stakeholders to understand their business needs and delivering self-service solutions to exceed their expectations. </li></ul>The Skills You Bring <ul><li>Analytic expertise working with structured and unstructured data to identify key insights </li></ul><ul><li>Critical thinking and intellectual curiosity with desire to continuously learn new skills </li></ul><ul><li>Collaborator and are able to build and establish strong partnerships at all levels. </li></ul><ul><li>Hard-working, passionate teammate who thrives in an agile environment </li></ul><ul><li>Have fun at work and foster team connectiveness </li></ul>The Value You Deliver <ul><li>You enable the team to consistently enhance data platform and products. </li></ul><ul><li>As a continuous learner, you’ll stay abreast of the latest innovations across analytics, data science and machine learning, proactively developing your analytical skills to maintain your world-class expertise. </li></ul><ul><li>You’ll collaborate effectively with team members across the globe. </li></ul><ul><li>Working across Fidelity, you will help shape Snowflake platform to meet the needs for our customers along with your fellow analysts and product owners. </li></ul><ul><li>You drive continuous improvement in business process automation and self-service dashboard. </li></ul><h3>Certifications:</h3><h3>Category:</h3>Data 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.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.

Director, Advanced Data Analytics and Insights

<h3>Job Description:</h3>The RoleAs a Director, Product Management, you will partner with a product to help build consistent digital experiences for our customers by translating customer and business needs into actionable solutions. This role will be pivotal in understanding the current landscape of Fidelity communications across multiple business units and ensuring the design and delivery of a common governance process for Fidelity outbound communications. With a holistic understanding of the digital product, this role is defined by the following responsibilities essential for successful outcomes:Customer Focus: <ul><li>Understand how the customer interacts with Fidelity's digital experiences.</li><li>Articulate the customer journey through visualizations</li><li>Work with data experts to understand friction points for the customer in the communications experience.</li></ul>Business Acumen:<ul><li>Research how outbound communications meet customer needs. Understand gaps in experience.</li><li>Understand customer data, analyze trends, understand competitor landscape and articulate opportunities.</li></ul>Product Expertise: <ul><li>Lead product storytelling to varying audiences.</li><li>Collaborate with teams in other business units to drive a common approach to digital experiences.</li></ul>Delivery Impact:<ul><li>Design, build and activate a governance process of our outbound communications across SMS, email, and push channels.</li><li>Work with cross business unit teams to conduct regular communication channel audits and identify opportunities for optimization by adopting core and common frameworks/ processes/tools recommended.</li></ul>The Skills and Expertise You Bring<ul><li>Bachelor's degree required</li><li>10+ years of business analysis experience delivering digital experiences to customers.</li><li>Customer-focused with a passion to solve challenges through a data driven approach.</li><li>Familiarity with tools like JIRA, Confluence for mapping user requirements, process maps and analysis documentation. Able to identify and document dependencies across cross functional teams.</li><li>Strong story telling skills, conveying the vision and impact of digital solutions using data and visualization. Familiarity with industry standard design or prototyping tools like MIRO, Figma, Drawio is required. Expertise with Tableau, Power BI, Adobe Analytics is preferred.</li><li>Experience with large governance programs is an advantage.</li><li>Having financial domain knowledge is a plus</li><li>Experience working in an agile team required</li><li>An affinity for technology and stay up to date on industry innovations</li></ul>Note: Fidelity is not providing immigration sponsorship for this position· The TeamThis role is aligned to a high impact product area within Fidelity that is focused on building common enterprise solutions for the greater good of our associates and customers' financial lives. We work on building scalable digital products that can be deployed across the enterprise leading to seamless customer experiences.<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.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.

Director, Product Management

<h3>Job Description:</h3>The RoleAs a Principal Business Analyst, you will partner with a product lead to help build consistent digital experiences for our customers by translating customer and business needs into actionable solutions. With a holistic understanding of the digital product, this role is defined by the following responsibilities essential for successful outcomes:<ul><li>Requirements Gathering &amp; Analysis,</li><li>User Stories and Acceptance Criteria</li><li>Legal, Risk, and Compliance Review and Approval</li><li>Testing and Validation</li><li>Customer Rollout Strategy, Planning, and Execution</li><li>Customer Data and Feedback Analysis and Reporting</li></ul>In this pivotal role, you will need to understand how the customer interacts with Fidelity's digital products, articulate the customer journey through visualizations, work with data experts to understand friction points for the customer, collaborate with other experts (product leads, UX/UI teams, technical teams) to explore potential solutions, document clear requirements for the development teams, lead product storytelling to varying audiences, partner with development teams through deployment of the solution, validate the solution during deployment and measure the impact of the deployed solution.The Skills and Expertise You Bring:<ul><li>Bachelor's degree required</li><li>8+ years of business analysis experience delivering digital experiences to customers.</li><li>Strong understanding of the digital product life cycle.</li><li>Customer-focused with a passion to solve challenges through a data driven approach. Familiarity with NPS/CSAT scores, Adobe Analytics is an advantage.</li><li>Familiarity with tools like JIRA, Confluence, Asana, Trello for mapping user requirements, process maps and analysis documentation. Able to identify and document dependencies across cross functional teams.</li><li>Strong story telling skills, conveying the vision and impact of digital solutions using data and visualization. Familiarity with industry standard design or prototyping tools like MIRO, Mural, Figma, Drawio, LucidChart is required. Expertise with Tableau, Power BI etc. is preferred. Experience with Product Analytics (Google Analytics, Pendo) is an advantage.</li><li>Conceptual understanding of microservices, database concepts (relational, NoSQL, Snowflake), cloud platforms like AWS, Azure , GCP is an advantage.</li><li>Having financial domain knowledge is a plus</li><li>Experience working in an agile team required</li><li>An affinity for technology and stay up to date on industry innovations</li></ul>Note: Fidelity is not providing immigration sponsorship for this positionThe TeamThis role is aligned to a high impact product area within Fidelity that is focused on building common enterprise solutions for the greater good of our associates and customers' financial lives. We work on building scalable digital products that can be deployed across the enterprise leading to seamless customer experiences.<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.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.

Principal Business Analyst - Digital Solutions

<h4>Description</h4><h4>Change Manager, Lifetime Financial Help Strategy, Fidelity Investments - Boston, MA - Merrimack, NH or Jersey City, NJ</h4><h4>Job Description</h4><h4>You blend critical thinking with a drive for delivering strong and actionable results, while being passionate about bringing value to our plan sponsors, participants, and Fidelity. As a member of the Lifetime Financial help Look Ahead Team, you will collaborate with your team and business partners across the product area and Workplace to identify and prioritize strategic opportunities to innovate to better meet customer needs. You will synthesize key trends, the market landscape, internal capabilities, and partner input to articulate opportunities while influencing strategic decisions and roadmaps. You will be committed to maintaining and developing your own expertise and knowledge to ensure you bring the latest thinking to your role, and support your teammates do the same.</h4><h4>The Team</h4><h4>As part of the Lifetime Financial Help Product Area, the Look Ahead Team is responsible for guiding the longer-term product area strategy as well as leading planning and governance processes. We place a strong emphasis on outside-in thinking by interpreting market signals and understanding client and customer needs, while also ideating and incubating new opportunities. We also play point with Workplace Strategy &amp; Planning to lead the LFH portfolio multi-year planning processes and executive insights.</h4><h4>The Value You Deliver </h4><ul><li>Conduct market, customer, and competitive research to bring an outside-in perspective to help identify value to customer and inform opportunities </li><li>Use outside-in insights to develop hypotheses and inform learning agendas </li><li>Collaborate within and across product areas and teams to develop growth opportunities that meet client and customer needs </li><li>Work with Product Area and Group Squad leadership to facilitate development and prioritization of opportunities by building compelling and data-driven business cases, product roadmaps, leading to appropriate resourcing and outcomes </li><li>Build credibility and trust with a diverse set of leaders in and out of the product area to influence and align around shared goals and visions </li><li>Incubate early stage concepts to test and refine market potential </li><li>Develop executive level communications to provide insight into strategic efforts </li></ul><h4>The Expertise You Have </h4><ul><li>Bachelor’s or equivalent with 10+ years of experience, Master’s preferred </li><li>Experience in management consulting and/or product strategy is strongly preferred </li><li>Financial services experience preferred, but not required </li></ul><h4>The Skills You Bring </h4><ul><li>Critical thinking and ability to analyze and synthesize a variety of inputs to drive to a recommendation </li><li>Data-driven approach to frame market opportunities and inform key strategic questions </li><li>Strong cross-functional leadership and skills to navigate a demanding environment and influence partners with a wide range of priorities and perspectives </li><li>Comfortable with a fast-paced environment and responding to urgent requests that may arise </li><li>Excellent consultative, listening, communication, and analytical skills </li><li>Strong team collaboration with the ability to navigate differences in opinion with grace and incorporate constructive feedback as data for the next iteration </li></ul> At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a> or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.

Management Consultant, Lifetime Financial Help Strategy

<h3>Job Description:</h3><h3>The Role</h3>As a Squad Lead within the Regulatory Reporting Product team, you will be responsible for building and maintaining the suite of applications that support required trade and customer account reporting for the firm and meet the strict requirements of our regulators. The team is part of the broader Regulatory Reporting group within Fidelity Capital Markets and partners closely with internal stakeholders to deliver innovative, end to end technical/data solutions that comply with the ever-evolving external regulatory landscape.In this role, you will be collaborating with business and other brokerage technology teams to report across multiple assets classes with very high levels of regulatory scrutiny. It is important that the right candidate be passionate about hands-on development and delivery, which requires a combination of both good technical skills, and participation in the design process.<h3>The Expertise &amp; Skills You Bring</h3><ul><li>Solid understanding of systems / platform dependencies, problem solving and aptitude for learning new technology.</li><li>Familiarity with Agile project life cycle methodologies (business requirements, use cases, JIRA stories, user acceptance testing, quality release delivery)</li><li>Realization that decisions can have a significant impact on firm reporting compliance and associated risks.</li><li>Experience working in a cross-collaborative team structure, as well as working in a large enterprise. Also, employing strong prioritization skills to manage roadmaps that include hard deadlines.</li><li>Previous experience managing products or platform that support operational workflows and/or data streamlining. Also, experience with trade and/or customer account data, or regulatory trade reporting (TRACE, MSRB, ACT, EBS, CAT/, Rule 605/606) considered a plus, but not required.</li><li>FINRA Brokerage license Series 7 required within 6 months (Series 24 possible)</li><li>Provide a broad range of regulatory reporting application support to the broader regulatory reporting group and various internal stakeholders.</li><li>Define, support and perform user acceptance, unit level, and integration testing.</li><li>Manage and track products against predetermined goals.</li><li>Collaborate with operations, data and external support teams to identify specific use cases relating to application gaps and required enhancements and to prioritize work based on level of criticality. Additionally, understand how each application relates to the broader suite of regulatory reporting applications and tools.</li><li>Liaise with other product teams within the enterprise where there are system dependencies that impact the regulatory reporting roadmap and required work to uphold reporting requirements.</li><li>Act as a key change agent by identifying and actioning opportunities for system automation and increased efficiency via streamlined data and system workflows.</li></ul><h3>The Team</h3>This dynamic team is part of Fidelity’s Capital Markets group. Fidelity, through its broker dealers, is required to send significant amounts of detailed trading and customer account and identification data to various governmental and industry regulators such as FINRA, FINRA CAT, the SEC and MSRB. The Regulatory Reporting group, across several functions, is responsible for performing these duties on behalf of the broader firm. The group ensures this can be done by working closely with business partners such as Trading, Technology, Customer Support teams and Compliance/Legal. The group plays a critical role by ensuring the firm meets stated requirements set by industry regulators and therefore not subject to disciplinary action or fines.<h3>Certifications:</h3>Series 07 - FINRA<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.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.

Thank you for your interest in a career at NeighborHealth, formerly East Boston Neighborhood Health Center!As one of the largest community health centers in the country, NeighborHealth is proud to serve the greater Boston area with a strong commitment to the health and well-being of our patients and communities.Whether you're a nurse or physician providing direct care, a manager leading dedicated teams, or part of the essential support staff who keep our operations running smoothly — every role at NeighborHealth is vital. Together, we’re advancing medicine and delivering the best care experience for our patients and community!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: PediatricsAll Locations: 10 Gove Street – Taylor BuildingPosition Summary: As a customer service expert, you are a liaison for all patients seeking services at NeighborHealth. As a member of the Patient Access Team you will be expected to interact in a professional, friendly and welcoming manner while capturing accurate information in order to provide a superior customer experience. The Patient Access Coordinator will be expected to book, cancel, reschedule, and check out appointments and answer phones according to the Registration department guidelines.Essential Duties and Responsibilities:<ul><li>Check-out appointments and create follow up visits or recalls.</li><li>Book, cancel and/or reschedule appointments as needed for patients walking in.</li><li>Answer Phones.</li><li>Document clear and concise telephone encounters or RX refill request and route appropriately.</li><li>Navigate and document in the Electronic Medical Record (Epic), to access relevant and appropriate information.</li></ul>Qualifications and Requirements:<ul><li>HS Diploma/GED.</li><li>Minimum of 1 year customer service and/or administrative experience.</li><li>Excellent written and verbal communication, judgement and problem solving skills.</li><li>Bilingual fluency Spanish/English required.</li><li>Knowledge of medical terminology and experience working with electronic medical record technology a plus.</li><li>Proficient in Microsoft Office Suite.</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>And much more.</li></ul>Pay Range:19.55 up to 29.33 based on experienceEEO &amp; Accommodation Statement:NeighborHealth is an equal employment/affirmative&nbsp;action employer. We ensure equal employment opportunities for all, without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity and/or expression or any other non-job-related characteristic. If you need accommodation for any part of the application process because of a medical condition or disability, please send an e-mail <a href="mailto:toHRrecruit@NeighborHealth.com" target="_blank">toHRrecruit@NeighborHealth.com</a>&nbsp;or call 617-568-4480 to let us know the nature of your requestFederal Trade Commission Statement: According to the FTC, there has been a rise in employment offer scams. Our current job openings are listed on our website. We do not ask or require downloads of any applications, or “apps.” Job offers are not extended over text messages or social media platforms. We do not ask individuals to purchase equipment for or prior to employment.E-Verify Program Participation Statement:NeighborHealth participates in the Electronic Employment Verification Program, E-Verify. As an E-Verify employer, all prospective employees must complete a background check before beginning employment.

Coordinator, Patient Access

Thank you for your interest in a career at NeighborHealth, formerly East Boston Neighborhood Health Center!As one of the largest community health centers in the country, NeighborHealth is proud to serve the greater Boston area with a strong commitment to the health and well-being of our patients and communities.Whether you're a nurse or physician providing direct care, a manager leading dedicated teams, or part of the essential support staff who keep our operations running smoothly — every role at NeighborHealth is vital. Together, we’re advancing medicine and delivering the best care experience for our patients and community!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: Part timeDepartment: RegistrationAll Locations: 10 Gove Street – Taylor BuildingPosition Summary: NeighborHealth is hiring a Patient Access Coordinator! Schedule: Saturday &amp; Sunday 4pm-12am in the Emergency Department As a customer service expert, you are a liaison for all patients seeking services at NeighborHealth. As a member of the Patient Access Team, you will be expected to interact in a professional, friendly and welcoming manner while capturing accurate information in order to provide a superior customer experience. The Patient Access Coordinator will be expected to register and arrive patients in the Epic system, and answer phones according to the Registration department guidelines.Duties and Responsibilities: <ul><li>Acts as a mentor to new and existing registration staff.&nbsp;</li><li>Works with supervisor to orient and train new staff to department policies, procedures and workflow.</li><li>Schedules appointments for all patients as requested by the patient or provider.</li><li>Sets up the recalls for returning patients as instructed by the provider</li><li>Answers the telephone in a polite and courteous manner. Identifies the department and introduces self.</li><li>Works closely and professionally with the clinical team to assist patients who walk-in with symptoms. Obtains all relevant information to properly forward to the clinical team</li><li>Manages all incoming and outgoing in basket messages</li><li>Creates Telephone encounters for patients with non-urgent concerns in need of a call from someone in the clinical team</li><li>Scrubs schedule for all outstanding arrived appointments and complete them through the checkout process.</li><li>Utilizes Dental/Optical software according to the department</li><li>Verify insurance in advance and same day.</li></ul>Skills/Abilities <ul><li>Demonstrate excellent communication skills and ability to interact professionally with individuals at all levels.</li><li>Proficiency with technology using Windows, Epic, Workday, RTE, MassHealth portal</li><li>Demonstrate flexibility while being able to multi task and in a fast-paced environment.</li></ul>Experience <ul><li>At least two years of experience working in health care and/or with MassHealth insurances with a focus on creating an excellent patient experience.</li></ul>Education <ul><li>High School Diploma or G.E.D. required</li><li>Bilingual skills required (spanish/english)</li><li>Maintain annual CAC certification</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>And much more.</li></ul>Pay Range$19.55 up to $29.33 based on experience NeighborHealth opens our doors to people from all demographics and cultures. Our workforce is as diverse as the city we call home - in gender, race, ethnicity, sexual orientation, disability, religion, and age, as well as in cultural backgrounds, life experiences, thoughts, and ideas.EEO &amp; Accommodation Statement:NeighborHealth is an equal employment/affirmative&nbsp;action employer. We ensure equal employment opportunities for all, without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity and/or expression or any other non-job-related characteristic. If you need accommodation for any part of the application process because of a medical condition or disability, please send an e-mail <a href="mailto:toHRrecruit@NeighborHealth.com" target="_blank">toHRrecruit@NeighborHealth.com</a>&nbsp;or call 617-568-4480 to let us know the nature of your requestFederal Trade Commission Statement: According to the FTC, there has been a rise in employment offer scams. Our current job openings are listed on our website. We do not ask or require downloads of any applications, or “apps.” Job offers are not extended over text messages or social media platforms. We do not ask individuals to purchase equipment for or prior to employment.E-Verify Program Participation Statement:NeighborHealth participates in the Electronic Employment Verification Program, E-Verify. As an E-Verify employer, all prospective employees must complete a background check before beginning employment.

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