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<h3>Job Description:</h3>Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 &amp; 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.What to expect…In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.<ul><li>Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.</li><li>Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.</li><li>Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.</li></ul>Advantages of our career development experience…<ul><li>You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.</li><li>You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</li><li>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.</li><li>You get variety. You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.</li></ul>The expertise we’re looking for…<ul><li>High energy and enthusiasm with a natural passion for helping people</li><li>Flexibility and self-motivation</li><li>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</li></ul>The Skills You Bring<ul><li>Eagerness to learn and build a career in financial services</li><li>Ability to deliver an outstanding customer experience</li><li>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</li><li>Coachability, collaboration and curiosity will fuel your success</li></ul>Our Investments in YouOur 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, Wellness Program, and Fitness Reimbursement.Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<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 Services Representative - Houston, TX (Texas Medical Center)

<h3>Job Description:</h3>Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 &amp; 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.What to expect…In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.<ul><li>Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.</li><li>Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.</li><li>Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.</li></ul>Advantages of our career development experience…<ul><li>You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.</li><li>You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</li><li>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.</li><li>You get variety. You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.</li></ul>The expertise we’re looking for…<ul><li>High energy and enthusiasm with a natural passion for helping people</li><li>Flexibility and self-motivation</li><li>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</li></ul>The Skills You Bring<ul><li>Eagerness to learn and build a career in financial services</li><li>Ability to deliver an outstanding customer experience</li><li>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</li><li>Coachability, collaboration and curiosity will fuel your success</li></ul>Our Investments in YouOur 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, Wellness Program, and Fitness Reimbursement.Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRAThe base salary range for this position is $45,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Fidelity’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.<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service

Financial Services Representative - Oakdale, MN

Financial Services Representative - St. Louis - Ladue, MO

<h3>Job Description:</h3><h3>Financial Representative</h3>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.<h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 63 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.<h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<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.

Financial Representative - Sugar Land, TX

<h3>Job Description:</h3>Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 &amp; 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.What to expect…In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.<ul><li>Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.</li><li>Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.</li><li>Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.</li></ul>Advantages of our career development experience…<ul><li>You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.</li><li>You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</li><li>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.</li><li>You get variety. You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.</li></ul>The expertise we’re looking for…<ul><li>High energy and enthusiasm with a natural passion for helping people</li><li>Flexibility and self-motivation</li><li>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</li></ul>The Skills You Bring<ul><li>Eagerness to learn and build a career in financial services</li><li>Ability to deliver an outstanding customer experience</li><li>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</li><li>Coachability, collaboration and curiosity will fuel your success</li></ul>Our Investments in YouOur 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, Wellness Program, and Fitness Reimbursement.Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<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.

Financial Services Representative - Scottsdale, AZ

<h3>Job Description:</h3>The TeamYou will be part of Personal Investing’s Investor Center organization, which provides holistic Financial Planning and Advice to our clients. The service we provide to Personal Investing clients includes transaction processing, operations controls, and higher touch service associated with life events and problem resolution. We are committed to re-imagining service and delivering a transformative level experiences to our clients; we work directly with all Advisory Teams and multiple enterprise business partners. The Expertise You Have &amp; Skills You Bring<ul><li>Your proven ability to drive business results and solve complex problems involving multiple functions.</li><li>Your Cross-functional business acumen and ability to integrate multiple goals and priorities into solutions delivered. </li><li>A servant leader able to unleash the talent in your team</li><li>Your curiosity as a data driven leader who brings a sense of urgency and optimism to driving improvement.</li><li>Your demonstrated strength in managing change, including communications that foster desired culture and outcomes.</li><li>Minimum of 10 years related experience with understanding of client service, operations, and business processes.</li><li>Bachelor’s degree required, MBA preferred</li><li>Series 63, 7, 9, 10 licenses required prior to hire</li></ul>The Value You Deliver Execution Excellence. You are driven to achieve results and deliver value through your leadership o associates in multiple sites and satellite locations, engaged in proactive and reactive resolution of escalated client service needs. Your detailed understanding of your team’s activities and performance drives service excellence, associate engagement and operational efficiency. You bring data driven leadership to core responsibilities including volume and staff management, achieving service level targets, people development, delivering operational effectiveness and efficiency, and compliance with internal policies and external regulations. Develop Your Organization. You thrive in developing and leading talent, and you build a cohesive team with a strong brand that delivers results. Your visible hands-on leadership builds a culture of accountability and results achieved through empowerment and engagement of your team. You build routines to inspect results, coach and develop associates, and foster a personal connection with the best outcomes for our clients and business.Reimagine Service. You are obsessed with transforming the experience of our customers and associates as well as achieving operational scale and efficiency. You challenge the status quo with the courage to drive towards bold solutions. You foster innovation in the team, adjust quickly to new information, and effectively lead change in the organization. You have an orientation to go beyond routine reviews, to press for information, probe to clarify and resolve issues, and develop best solutions based on understanding driven by data. Your critical thinking and ability to understand complex problems enables you to resolve business challenges with new solutions and ways of working.Enterprise Leadership. You advance overall Fidelity interests and priorities through your involvement in PI Distribution and enterprise Operations initiatives. You build strong relationships with other functional leaders and build trust in your team’s performance and commitment to the needs of Fidelity and our clients.Company Overview At Fidelity, we are focused on 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 associates for their unique perspectives and experiences. For information about working at Fidelity, visit <a href="https://jobs.fidelity.com/?utm_source=fidelitycareers.com&amp;utm_medium=vanity" target="_blank">Fidelitycareers.com</a>Fidelity Investments is an equal opportunity employer.<h3>Certifications:</h3>Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA<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.

Team Leader, Wealth Management Service - JAX

Business Systems Supervisor – Customer Service&nbsp;Interested candidates must apply to the District Facilities Supervisor posting by visiting careers.paturnpike.com by May 28, 2025.&nbsp;Posting Start Date:&nbsp;May 13, 2025&nbsp;Posting End Date:&nbsp;May 28, 2025&nbsp;Position Number:&nbsp;80000338&nbsp;Union:&nbsp;Non-Union&nbsp;FLSA Status:&nbsp;Salaried Exempt&nbsp;Department:&nbsp;Information Technology&nbsp;Salary Grade:&nbsp;E-17&nbsp;Salary Range:&nbsp;$91,998.40 - $138,008.00&nbsp;Employment Type:&nbsp;Full Time&nbsp;Building Location*:&nbsp;Central Office Building, Eastern Regional Office, Western Regional OfficeBuilding Street:&nbsp;700 S. Eisenhower Boulevard, 251 Flint Hill Road, 2200 North Center AvenueBuilding City:&nbsp;Middletown, King of Prussia, New StantonBuilding State:&nbsp;Pennsylvania (US-PA)Building Zip Code:&nbsp;17057, 19406, 15672Work Schedule:&nbsp;Flexible Work Options&nbsp; &nbsp;*This position may report to one of the Pennsylvania Turnpike Commission's offices: Central Office (Middletown), Eastern Regional Office (King of Prussia) or Western Regional Office (New Stanton).&nbsp; &nbsp;The Pennsylvania Turnpike Commission, opened on October 1, 1940, is known as “America’s First Superhighway”!  Our mission is to operate a safe, reliable, customer-valued toll road system that supports national mobility and commerce.  The PTC operates a 565-mile system with over 205 million transactions annually.  Together, we are building the highway of the future.&nbsp; &nbsp;The Commission values its team members and understands the importance of work/life balance to the health, well-being and productivity of its team. Therefore, this position may be eligible for Flexible Work Options* such as:&nbsp;Hybrid Work - combination of remote and in-person reporting&nbsp;Alternate Work Schedule - flexibility to adjust work schedule length to complete work week in fewer days&nbsp;*Some options may require completion of probationary period. &nbsp;The Commission requires all employees to establish PA residency within 6 months of hire and to maintain PA residency, regardless of Flexible Work Options. &nbsp;Job Purpose and Summary&nbsp;This position is responsible for supervising and performing advanced technical configuration and analytical work for the Customer Service business system/process team for the Pennsylvania Turnpike Commission (PTC). Work involves the review, support and redesign of business systems, business processes and the configuration of enterprise systems to meet the needs of the business and end users. Work is performed with independence and reviewed by a manager for attainment of program goals, overall performance, and quality/effectiveness of services provided. Supervision is exercised over the business system/process team supporting multiple enterprise applications.&nbsp;Essential Functions &amp; Responsibilities&nbsp;Oversees the configuration, maintenance, and enhancement of all Customer Service (internal and external) applications, such as Microsoft Dynamics CRM, Power Platform, Dynamics Contact Center, Power Pages, Copilot Studio integration, OpenAI integration, Native iOS and Android mobile apps, ServiceNow, PTC’s website, PTC's Employee Portal, and 3rd party SaaS tools (Constant Contact, Borealis), and any additional tools the PTC chooses.&nbsp;Provides functional leadership in solutioning software applications for Toll Back Office Operations, Communication and Public Relations needs, ITSM, ITIL, ITAM, Enterprise Architecture, Project Portfolio Management and Customer Service functions. &nbsp;Ability to design solutions with the customer centric approach, and design solutions with a human centered design approach. &nbsp;Provides functional leadership for driving the solution for all projects and work items related to the Customer Service team and provides direction to the team members involved in these efforts. &nbsp;Collaborates with the support team or takes ownership as needed to ensure Customer Service applications related incidents and problems are addressed in a timely manner. &nbsp;Collaborates with the support team to plan for upgrades and maintenance of all applications that are used by our IT Support, Technology and Innovation Management, Toll Operations, and Communications and Public Relations departments. &nbsp;Collaborates closely with other supervisors and managers to ensure we provide end-to-end software delivery and maintenance of Customer Service-related applications and meet the SLA and KPIs as defined by the IT leadership and business needs.&nbsp;Performs related duties as assigned.&nbsp;Qualifications&nbsp;Eleven (11) years of system configuration experience in an enterprise business system&nbsp;OR&nbsp;Seven (7) years of system configuration experience in an enterprise business system AND a bachelor’s degree in business management, information technology, or related field. &nbsp;Equivalent combination of education and/or experience may be accepted. &nbsp;Competencies&nbsp;Problem Solving/Analysis&nbsp;Critical Thinking&nbsp;Customer/Client Focused&nbsp;Communication Proficiency&nbsp;Project Management&nbsp;Attention to Detail&nbsp;Leadership&nbsp;Results Driven&nbsp;Technical Capacity&nbsp;Physical Demands and Work Environment&nbsp;Position demands include frequent speaking, writing, and reading reports. Position requires frequent work at a computer utilizing business programs and PTC specific operating systems. Occasionally works outside of normal business hours for assigned work assignments.&nbsp;Office environment with low levels of noise, adequate lighting, and comfortable temperature. Field environment may include exposure to moderately adverse and undesirable conditions. Physical environment is generally safe, but safety equipment or precautions must be followed in field conditions.  &nbsp;Benefits &nbsp; &nbsp;The selected candidate will be offered an exceptional benefits package which includes comprehensive medical, dental, vision and prescription coverage, along with a benefit plan for retirement.  In addition, leave programs, tuition reimbursement, employee assistance program, and alternative work schedules are available to employees.  &nbsp;The Pennsylvania Turnpike Commission is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all employees. If you need assistance or an accommodation due to a disability, you may contact the Human Resources Department by calling 717-831-7378.&nbsp;

Pennsylvania Turnpike Commission

Business Systems Supervisor - Customer Service

<h3>Brokerage Operations Representative</h3> Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Brokerage Operations Representative to work in Jersey City, NJ. The hours of operation for this role is 8:30 AM ET - 5:30 PM ET. The hourly pay rate range for this position is $25.00 per hour. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. How Your Work Impacts the Organization The OSG Treasury provides cash management and banking products, operations, and advisory services in support of the various lines of business within Fidelity Institutional (FI). FI provides products, solutions and services to banks, broker/dealers, registered investment advisors, family offices and other financial intermediaries to meet their brokerage, operations, risk, and technology needs. The Expertise We’re Looking For <ul> <li>Bachelor’s degree or equivalent work experience </li><li>Treasury/Banking operations and customer service experience </li></ul> The Purpose of Your Role As a Brokerage Operations Representative you will work in Fidelity’s Operations and Services Group (OSG), within the Treasury Department, the Banking Services division which supports timely and accurate Money Movement-related transaction processing while adhering to policy, procedures, and regulatory guidelines. The Skills You Bring <ul> <li>Working knowledge of industry recognized reconciliation applications </li><li>Strong written, verbal, and interpersonal communication skills </li><li>Ability to work independently and in a team setting </li><li>Strong time management skills </li><li>Proficient with Microsoft Office applications </li><li>Ability to work overtime, if needed </li></ul> The Value You Deliver <ul> <li>Review and resolves incoming Bill Payment inquires and claims in a timely manner </li><li>Provide back-office support including check writing and ACH direct deposit exception processing </li><li>Print and reconcile Check Disbursements for mailing </li><li>Produce and distribute accurate monthly metrics for Banking Service department </li><li>Build and manage relationships with internal and external business partners </li><li>Deliver best in class customer service to our external clients </li></ul> Dynamic Working Fidelity’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 all business days of every other week in a Fidelity office.

Fidelity TalentSource

Brokerage Operations Representative

Financial Services Representative - Johnson City, TN

<h3>Job Description:</h3><h3>Financial Representative</h3>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.<h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.<h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<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.

110 Customer Service / Client Services Jobs