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<h3>Job Description:</h3>The RoleThis is a key leadership position which will head the Fraud Risk Management function across the Fidelity enterprise. The role will be responsible for driving an effective 2nd line risk oversight function for fraud, in close partnership with 1st line Fraud Operations teams and Business Units across the firm. This position is for a proven leader who is looking for a dynamic and challenging opportunity to lead the strategic development and execution of a robust Fraud Risk function.The Expertise and Skills You BringThis role requires expertise in fraud risk management and broader operational risk management programs. Candidates should be adept at prioritizing fraud risk focus areas in the deployment of enterprise-level fraud risk framework.Key responsibilities will include:<ul><li>Provide independent risk oversight and challenge to 1st line fraud and operational functions.</li><li>Coordinate fraud risk incident management, including assuring end-to-end risk remediation.</li><li>Develop overall policies related to fraud risk management.</li><li>Conduct risk assessments and control testing / validation.</li><li>Partner with stakeholders in development of fraud risk metrics/KRIs, risk appetite/tolerance management, and supporting taxonomies and reporting.</li><li>Fraud risk advisory support in the development of new products, services, and key business projects.</li><li>Provide strong representation of Fraud Risk in senior governance forums and processes – including risk committees and steering groups for key transformation initiatives.</li></ul>Key experience and expertise factors:<ul><li>Preferred is at least 15+ years of industry experience in roles such as Fraud Management, Risk Management, Audit, Compliance, or Business / Operational roles with a Fraud / Risk Management component.</li><li>Expertise in Fraud Risk threats and control approaches across prevention, detection, surveillance, and response.</li><li>Strong knowledge of Operational Risk Management practices and approaches – including familiarly with best practices related to process/risk/control framework implementation, operational risk assessments, incident management, control validation strategies, as well as the implementation of Key Risk Indicators and reporting to drive effective risk governance with business partners.</li><li>Prior people management experience, along with the ability to set direction for the team amongst competing priorities and demands.</li></ul>The candidate should be very familiar with the rapidly evolving fraud risk landscape, both within financial services and across industries. The candidate should be a thought leader for the firm in strategies to combat new and emerging threat schemes, while also maintaining a high degree of focus on day-to-day risk management in the current state.Also essential is being adept at building business partner relationships and operating at executive levels – including in identifying, escalating, and influencing outcomes on sensitive risk issues. Equally key are excellent communication skills, both verbal and written, with the ability to distill complex issues into concise and actionable communications and deliver them in executive forums.Note: Fidelity is not providing immigration sponsorship for this positionThe TeamThis position is on the senior management team of the Risk organization that supports Fidelity’s Workplace Investing (WI), Retail Brokerage, and Wealth Management business lines, and reports directly to the Head of WI, Wealth and Brokerage Risk. More broadly, the function sits within the Fidelity Risk Group, which includes the major Risk functions from across the enterprise and employs a range of Risk Management programs and capabilities. Central to the Risk Group’s mission is close collaboration with partners throughout the Firm – including Business Leaders, Legal, Compliance, Audit, and Security – in pursuit of our common goal of protecting the Firm, its associates, and customers.The base salary range for this position is $123,000-$207,000 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.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’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><h3>Category:</h3>Risk

Fidelity Investments

Head of Fraud Risk Management

<h3>Job Description:</h3><h3>Investment Consultant</h3>You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.<h3>The Purpose of Your Role</h3>Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity‘s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.<h3>The Expertise We’re Looking For</h3><ul><li>Effectively utilizing Fidelity’s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</li><li>Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client’s time, as well as plan for post-appointment follow-up</li><li>Growing relationships through proactive outreach, you seek to understand clients’ goals and objectives and refer them to a wealth management partner based on needs and financial complexity</li><li>Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</li><li>Degree and/or other professional certifications such as a CFP 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 Skills You Bring</h3><ul><li>You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</li><li>Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</li><li>You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</li></ul><h3>Our Investments in You</h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!<h3>The Value You Deliver</h3>In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity’s planning and guidance tools, presenting and implementing solutions that best meet the client’s needs, you will have a lasting impact on the client’s financial future. Please note this role requires in-person attendance in the assigned Branch location.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA<h3>Category:</h3>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.

Investment Consultant - Austin, TX (Downtown)

<h3>Job Description:</h3>The RoleThe Senior Business Analyst (Sr. BA) role within Financial Crimes Compliance Technology (FCCT) is crucial in enabling the Corporate Technology Group (CTG) to continuously modernize, consolidate and digitize technology solutions and provide an enhanced user experience to Fidelity associates! The Sr. BA will analyze complex business components to identify operational, financial, technological or improvement opportunities. The Sr. BA serves as a leader and liaison between cross-functional teams.<h3>The Expertise and Skills You Bring</h3>The Sr. BA role provides an outstanding opportunity to develop a broad and deep understanding of the FCC businesses! This role requires partnership and close collaboration with project teams to drive in-depth end-user testing, collect feedback and incorporate recommendations into future requirements releases. You will ensure solutions meet the business needs and requirements, while maintaining relationships with various partners.<ul><li>Bachelor's degree or equivalent with 5+ years of experience</li><li>Ability to analyze and document business processes and complex test cases</li><li>Update, implement and maintain processes and procedures</li><li>Shown experience in creating and analyzing workflows</li><li>Gather information from meetings with partners and produce informative reports</li><li>Develop and deliver clear and concise written and verbal communications</li><li>Strong ability to partner and work collaboratively with cross-functional teams</li><li>Solid track record to handle multiple tasks, prioritize work independently, and deliver timely results</li><li>Flexible and adaptable to changing needs and shifting priorities</li><li>Deliver presentations to share ideas and insights</li></ul>Note: Fidelity is not providing immigration sponsorship for this position<h3>The Team</h3>The FCCT team facilitates the implementation, transformation, and maintenance of compliance systems to meet the firm's regulatory obligations, reduce customer friction, and build a digital compliance platform for the future.Our team is made of analysts and Program Managers that work closely with CTG to ensure they have a solid understanding of Surveillance, Operations, Compliance, Anti-Money Laundering and Fraud Investigations, and Digital Asset's current and future needs.<h3>Certifications:</h3><h3>Category:</h3>Business AnalysisFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Senior Business Analyst

Working at Envision means having a job that’s more than just a way to make money. It's a job that makes a difference. We offer team members: <ul><li>Careers with purpose</li><li>Teamwork environment</li><li>Amazing 401K Retirement Plan</li><li>Envision Paid Life Insurance</li><li>Medical, Dental, Vision, FSA Plans</li><li>10 Paid Holidays</li><li>PTO &amp; Vacation</li><li>Tuition Reimbursement</li></ul> POSITION SUMMARY Responsible for preparation, serving and clean-up of daily lunch for children attending a child development center.&nbsp; Serve as fill-in for teaching assistants in the classrooms as needed. KEY RESPONSIBILITIES/ESSENTIAL FUNCTIONS INCLUDE <ul><li>Prepare and serve nutritious meals and snacks for enrolled children of child development center.</li><li>Clean up kitchen area, utensils, dishes, etc.; store leftover food as appropriate.&nbsp; </li><li>Practice safe food handling techniques in food preparation, storage and clean-up. Ensure that all food and products are consistently prepared and served according to federal, state, local, and company regulations and policies. </li><li>Plan for and purchase all food and necessary supplies needed to provide food service.&nbsp; Keep kitchen area organized.</li><li>Track and report required menu information for the Child and Adult Care Food Program (CACFP) and all other regulatory agencies and contracts involving ECDC.</li><li>Maintain verification of food and non-food purchase to meet CACFP requirements.</li><li>In collaboration with the Center Administrator, develop weekly menus to meet CACFP meal pattern requirements.</li><li>Interact and communicate cooperatively and effectively with staff members, teachers, and students.</li></ul><ul><li>Act as occasional substitute or fill-in for teaching assistants in the classrooms as needed.</li><li>Flexibility to perform other duties as assigned.</li></ul> JOB REQUIREMENTS INCLUDE Education: High school diploma or GED equivalent required. Experience: Previous experience in production or commercial cooking required; previous experience with Child Care Food Program requirements and documentation, and/or working in day care center preferred. Knowledge/Skills: <ul><li>Basic knowledge of early childhood food preparation and nutrition.</li><li>Ability to communicate effectively with students and staff.</li><li>Skills in patience and remaining calm under pressure.</li></ul> Licenses/Certifications: <ul><li>Must maintain a current food handler’s certification.</li><li>Must receive CACFP Food Safety Basics training</li><li>Current CPR/First Aid certification required within 30 days of hire. &nbsp;</li><li>Obtain 30 clock hours of relevant early childhood in-service training per year.&nbsp; </li></ul> SUPERVISORY RESPONSIBILITIES Total Number of Employees Directly Supervising: __0__ Number of Subordinate Supervisors Reporting to Position: __0__ VISION REQUIREMENTS INCLUDE Can be performed with or without assistive technology: _X_&nbsp;&nbsp; &nbsp;Required to perform activities such as: preparing/analyzing data/figures; viewing a computer screen; reading; inspecting small objects for defects; using measuring devices; and/or assembling parts with close eye contact. ___Required to perform activities such as: operating machinery and/or power tools at or within arm’s reach; performing non-repetitive tasks such as carpentry work or repairing machinery. ___&nbsp;&nbsp; &nbsp;Required to review/inspect own assigned work, the work of others, or facilities or structures. Requires normal (or corrected to normal) vision/acuity: ___&nbsp;&nbsp;&nbsp;&nbsp; Required to operate motor vehicles and/or heavy equipment such as forklifts. COMMENTS Envision, Inc. is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without illegal discrimination because of race, color, sex, age, gender identity, disability, religion, citizenship, national origin, ancestry, military status or veteran status, marital status, sexual orientation, domestic violence victim status, predisposing genetic characteristics and genetic information, and any other status protected by law. Envision employs and advances in employment individuals with disabilities and veterans, and treats qualified individuals without discrimination on the basis of their physical or mental disability or veteran status. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions. This position description is intended to convey generally the duties of this job.&nbsp; It is not an all-inclusive listing of duties, and it is not a contract, expressed or implied. “To improve the quality of life and provide inspiration and opportunity for people who are blind or visually impaired through employment, outreach, rehabilitation, education and research.”&nbsp; Envisions Core Values are the authentic, unwavering principals that define and support our culture.&nbsp; &nbsp; <ul><li>Integrity&nbsp;</li><li>Curiosity&nbsp;</li><li>Passion</li><li>Initiative</li><li>Teamwork</li><li>Excellence&nbsp;</li></ul> PHYSICAL REQUIREMENTS INCLUDE In an average workday, employee must: Task None Occasional Frequent Constant Stand x Walk x Sit x Bend/stoop x Climb x Reach above shoulders x Squat/crouch/kneel x Push/pull x Lift x Usual amount 11-25 lbs Carry x Usual amount 11-25 lbs Employee must use hands for repetitive action such as: Task Right Hand Left Hand Simple grasping Yes Yes Firm grasping Yes Yes Fine manipulation No No WORKING CONDITIONS INCLUDE In an average workday, employee is exposed to Task None Occasional Frequent Constant General shop or store conditions x General office environment x Humid, extreme hot/cold temps (non-weather) x Outdoor weather conditions x Fumes or airborne particles x Fluorescent lights x Moving, mechanical parts x Toxic chemicals x Loud noise intensity levels x Risk of electrical shock x Travel for job x

Envision

Nutrition Coordinator

Financial Services Associate Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Financial Services Associate to work in Westlake, TX *** This is a true 3 month contract that starts on December 2nd *** *** The Role The Financial Services Associate, as part of Fidelity’s Workplace Investing organization, is responsible for working with Fidelity's retirement plan sponsors to assure that all necessary information is supplied in an accurate and timely manner to complete their Nondiscrimination testing and Forms 5500/8955-SSA. The representative will be responsible for handling inbound telephone calls via the Testing &amp; Reporting Services Helpline which typically involves assisting plan sponsors with completing their online testing questionnaires, uploading their census data and answering general questions about the Testing and Forms 5500/8955-SSA processes. The representative will have strong professional and client interaction skills. Efficiency and accuracy are essential to ensuring completion of all incoming business under an extremely tight deadline. The Expertise and Skills You Bring <ul> <li>Bachelor's degree or equivalent work experience preferred.</li> <li>One to two years of customer service experience, preferably in the financial services / benefits industry, or experience with defined contributions.</li> <li>Personal computer proficiency required: Windows Office and web-based applications experience preferred.</li> <li>Outstanding organization, multi-tasking and time management skills</li> <li>Detail, process and goal-oriented</li> <li>Phenomenal client communication skills, especially by phone</li> <li>Strong computer skills with an emphasis on Microsoft Excel</li> <li>General knowledge of 401k industry a plus but not required</li> </ul> <h3>Dynamic Working</h3> 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

Financial Services Associate

Athletics Program ManagerUIW MissionPosition SummaryThe Athletics Program Manager is responsible for assisting the athletic director in the recruitment, student development, and daily operations, as well as skill-gap assessment of assigned sports programs. The General Manager for Athletics will work in accordance with University of the Incarnate Word, Southland Conference, and NCAA rules and regulations. The Athletics Program Manager reports to the Athletics Director.Essential FunctionsJob DutiesKnowledge Skills and Abilities• Proficiency in Microsoft Office Word, Excel, Teams, and Outlook or equivalent.• Excellent oral and written communication skills.• Strong organizational and relationship development skills.• Budget management skills.• Ability to effectively identify and participate in resolution of departmental/ institutional problems with continuous quality improvement as a goal.• Exhibit good judgment in advising and counseling student-athletes.• Ability to work effectively with individuals from diverse communities and cultures.• Employee shall adhere to all applicable rules and regulations of the University, the Conference, and the NCAA.Required EducationBachelor's Degree.Required Work Experience• Two (2) or more years of coaching experience at the high school or collegiate level in any sport program which UIW sponsors.• One (1) year of experience in recruitment of athletes at any level.Preferred QualificationsTwo (2) or more years of coaching work experience in football or basketball at the high school or collegiate level.Required Certifications, Licenses or RegistrationsMust have a valid driver license, driving record that is insurable by UIW insurance carrier, and be at least 21 years of age, as required to drive for UIW. License must have "real ID" designation, as required for air travel.Work HoursBusiness hours of Mon-Fri 8am to 5pm with flexibility; extended hours as required, including weekends, evenings and some holidays based on team schedule of assigned sport.Physical Demands• Ability to lift equipment, tools, and/or materials weighing up to 25 pounds waist high, to include reaching overhead, bending, squatting, to retrieve materials.• Ability to actively engage in events for extended periods of time.• Ability to regularly move about campus and event venues to actively engage faculty, staff, and potential/current students, as well as attend meetings on and off campus.• Ability to navigate airports during recruitment trips.Posting Number: AS2140POJob Type: Full TimeJob Category: Administrator (exempt)Desired Start Date: 05/16/2025Position End Date (if temporary):Reports To: Athletic DirectorSalary: $40,000-$45,000 AnnualizedOpen Date: 04/23/2025Close Date: 4/28/2025Open Until Filled: NoSpecial Instructions to ApplicantN/A.To apply, visit <a href="https://apptrkr.com/6165186UIW" target="_blank">https://apptrkr.com/6165186UIW</a> is committed to a policy of equal opportunity in employment, without regard to race, color, sex, sexual orientation, citizenship status, national origin, age, marital status, disability, genetic information, gender identity or expression, veteran status, pregnancy, and religion (except in limited circumstances when religious preference is both permitted by law and deemed appropriate as a matter of University policy).jeid-c783c4caa19dd6419eb00fe641123460

University of the Incarnate Word

Athletics Program Manager

<h3>Job Description:</h3>Account Opening Project ManagerRoleThe primary mission of the Investment Operations team is helping people, help people. We are looking for an Implementation Project Manager who is passionate about crafting powerful experiences for our private donor group clients (PDG) to meet their philanthropic goals. Your primary responsibility is to lead all aspects of the account opening and account management processes for our PDG relationships.<ul><li>Serve as the primary point of contact for all PDG account lifecycle related matters</li><li>Supports account onboarding in partnership with PDG service, relationship managers, fundraising, and other key partners</li><li>Proactively monitors progress of account lifecycle processes to ensure accurate and timely processing</li><li>Take ownership of critical client issues and partners with key team members to investigate and resolve</li><li>Serve as the point of contact for PDG partners/clients facing critical account opening or management related delays, or other issues effecting Investment Operations</li><li>Communicate effectively with leadership and PDG clients, providing clear explanations, solutions, and recovery strategies when issues arise.</li><li>Responsible for end-to-end oversight, tracking, remediation, and reporting of all critical customer issues</li><li>Implement continuous improvement strategies based on trends observed in critical issues to reduce future risks.</li><li>Provides regular tracking and reporting of trends and action plans to senior leadership</li><li>Refines procedures and educates associates on process changes</li><li>Identifies technical improvements and partner with tech teams to define and implement</li></ul>The Expertise and Skills We are Looking For:<ul><li>You approach every situation with a customer first mindset</li><li>Bachelor’s degree and 3+ years Financial Services or Operations experience is desired</li><li>Prior Implementation/Account Opening experience is required</li><li>Proven track record in identifying and handling critical client situations</li><li>Advanced project management skills, with experience in XTRAC, Salesforce, Archer, Jira, and other customer account tools</li><li>Works with a high sense of urgency and demonstrates good judgment in decision making or problem resolution</li><li>Possess strong and effective verbal and written communication skills</li><li>Critical thinker with excellent follow through skills</li><li>Strong attention to detail, organizational skills, &amp; planning and time management</li><li>Collaborator with the ability to influence without authority</li><li>Delivering an excellent client experience with each interaction to help strengthen donor relationships</li><li>Clearly understanding and articulating the full suite of Fidelity Charitable products and services to include Direct International Granting, Charitable Investment Advisor Program, and Complex Assets</li><li>Available and flexible with overtime as requested</li></ul>The TeamFidelity 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. Fidelity Investments provides all the charitable organization’s employees and supports all its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.<h3>Certifications:</h3><h3>Category:</h3>Client 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.

Account Opening Project Manager

<h3>Job Description:</h3>Do you genuinely enjoy making a difference in the lives of others? If you answered “yes” and are a customer service-minded champion, we are hiring Bilingual Financial Customer Associates (FCA) in our Westlake site. We have multiple Spanish teams that provide financial support to our customers world-wide. All training and onboarding support is provided in English, with the possibility of joining our Spanish teams once proficient in servicing calls in English. If you are comfortable having conversations over the phone in either English or Spanish, this opportunity is for YOU.In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and​ connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role. ​What to expect…As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.<ul><li>Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans.</li><li>In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching.</li><li>Rewards &amp; Recognition: Your achievements will be celebrated as you progress through the program.</li><li>This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role.</li></ul>The Skills You Bring<ul><li>Ability to establish rapport and relationships through effective communication</li><li>Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers.</li><li>Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.)</li><li>Proficiency in navigating and troubleshooting basic technology issues or systems.</li><li>Handle a variety of situations and conversations driving towards a resolution suitable for all</li><li>Self-motivated teammate with strong social skills who brings energy and passion to the team</li><li>Minimum 1 year of customer service experience</li><li>High School diploma or GED required</li></ul>The Value You Deliver<ul><li>A passion for helping people</li><li>Desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making</li><li>Provide outstanding customer service and communication via voice or digital channels</li></ul>Note: Fidelity is not providing immigration sponsorship for this position Our Investments in YouOur benefit programs are crafted to help you and your loved ones strike the perfect balance. <a href="https://jobs.fidelity.com/media/ikpdyse5/fid-2025-tpbs-fca-region1.pdf" target="_blank">Click here to learn about a few featured benefits (not all benefits are listed)</a>Shifts and Hours: Monday – Friday. Training hours are 8:30am – 5:00pm CST and post training must be able to work an 8hr shift between the hours of 7:30am – 11:00pm CST<h3>Certifications:</h3><h3>Category:</h3>Customer ServiceFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Financial Customer Associate - Bilingual- Westlake

<h3>Job Description:</h3>Do you genuinely enjoy making a difference in the lives of others? If you answered “yes” and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Westlake site.In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and​ connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role. ​What to expect…As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.<ul><li>Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans.</li><li>In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching.</li><li>Rewards &amp; Recognition: Your achievements will be celebrated as you progress through the program.</li><li>This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role.</li></ul>The Skills You Bring<ul><li>Ability to establish rapport and relationships through effective communication</li><li>Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers.</li><li>Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.)</li><li>Proficiency in navigating and troubleshooting basic technology issues or systems.</li><li>Handle a variety of situations and conversations driving towards a resolution suitable for all</li><li>Self-motivated teammate with strong social skills who brings energy and passion to the team</li><li>Minimum 1 year of customer service experience</li><li>High School diploma or GED required</li></ul>The Value You Deliver<ul><li>A passion for helping people</li><li>Desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making</li><li>Provide outstanding customer service and communication via voice or digital channels</li></ul>Note: Fidelity is not providing immigration sponsorship for this position Our Investments in YouOur benefit programs are crafted to help you and your loved ones strike the perfect balance. <a href="https://jobs.fidelity.com/media/ikpdyse5/fid-2025-tpbs-fca-region1.pdf" target="_blank">Click here to learn about a few featured benefits (not all benefits are listed)</a>Shifts and Hours: Monday – Friday. Training hours are 8:30am – 5:00pm CST and post training must be able to work an 8hr shift between the hours of 7:30am – 11:00pm CST<h3>Certifications:</h3><h3>Category:</h3>Customer ServiceFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Financial Customer Associate - Westlake

<h3>Job Description:</h3>The RoleAs the Senior Program Manager on the Integrated Client Delivery team, you are a highly motivated and dedicated leader. This role is pivotal in leading a portfolio of work focused on process improvements and creating efficiencies across Client Delivery. The ideal candidate will be a proactive self-learner who thrives in dynamic environments and excels at writing and maintaining documentation.Key Responsibilities:<ul><li>Portfolio Management: Responsible for a diverse portfolio of projects aimed at enhancing process efficiencies and driving continuous improvement within Client Delivery.</li><li>Process Improvement: Identify, analyze, and implement process improvements to optimize operational workflows and enhance Client Delivery.</li><li>Documentation: Develop, maintain, and update comprehensive documentation for processes, procedures, and project plans.</li><li>Stakeholder Engagement: Collaborate with cross-functional teams, including operational and IT departments, to ensure alignment and successful project execution.</li><li>Performance Monitoring: Track and report on project performance metrics, ensuring projects are delivered on time, within scope, and within budget.</li><li>Risk Management: Identify potential risks and develop mitigation strategies to ensure project success.</li><li>Leadership: Mentor and guide junior team members, fostering a culture of continuous learning and improvement.</li></ul>The Expertise and Skills You Bring<ul><li>Education: Bachelor’s degree or equivalent preferred with 5+ years’ experience or Masters with 3+ years of experience.</li><li>Skills:<ul><li>Excellent written and verbal communication skills with which you influence decisions and engage across Fidelity and at all levels of the organization.</li><li>Strong analytical and problem-solving abilities.</li><li>Proficiency in project management tools and software.</li><li>Continuous improvement approach and encourage automation and forward thinking.</li><li>Proven ability to manage multiple projects simultaneously.</li><li>Possess experienced knowledge in the end-to-end process of Fidelity Client Delivery</li></ul></li><li>Personal Attributes:<ul><li>Self-motivated and proactive.</li><li>Strong attention to detail.</li><li>Ability to adapt to changing priorities and environments.</li><li>Excellent organizational and time management skills.</li></ul></li></ul>The TeamYou will work with a dynamic and diverse team of professionals dedicated to improving Client Delivery. The team includes project and program managers, business analysts, and configuration analysts aligned to Integrated Client Delivery. You will be among robust and highly intellectual individuals promoting Fidelity’s Leadership Principles in their day-to-day work.<h3>Certifications:</h3><h3>Category:</h3>Program/Project 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.

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