- Fidelity TalentSource LLC (Nashua, NH)
- …tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needsLeveraging technology, you can ... Job Description: Investment Consultant You joined the financial services industry...one-on-one appointments to make the best use of the client s time, as well as plan for post-appointment… more
- Fidelity TalentSource LLC (Boston, MA)
- …into sales or customer service full time roles, such as the Investment Sales Associate role, Customer Relationship Advocate role, and Workplace Planning ... Job Description: Client Relations Internship Program\u00A0\u00A0The Role: Client ...Associate .\u00A0\u00A0\u00A0The Skills You Bring\u202F\u00A0\u202F\u202F\u00A0Demonstrate empathy and passion for helping… more
- Beacon Hill (Waltham, MA)
- Our client , an investments insights company, is looking to hire a Marketing & Communications Associate who has Financial Services Product Experience and who ... placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service , a commitment to project completion and success and a passion… more
- Beacon Hill (Waltham, MA)
- Our client , an investment advising company located in Waltham, MA, is seeking a Document Services Associate to join their team for 6 months. The schedule for ... placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service , a commitment to project completion and success and a passion… more
- Fidelity TalentSource LLC (Littleton, MA)
- …of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. ... The Expertise We re Looking ForCustomer service , phone, or financial services experience will prepare you...and passion to engage with clientsAn aptitude to assess client needs and identify opportunitiesRemarkable attention to detail and… more
- Fidelity TalentSource LLC (Boston, MA)
- …s Private Wealth Management group, which manages the largest planning and investment management clients for the firm.\u00A0 As the IMC Director, Wealth Management ... have a national presence, responsible for a team of Investment Management Consultants with deep investment expertise....the team, holding them accountable for meeting relationship and service level goals.\u00A0 You will be responsible for over… more
- Fidelity TalentSource LLC (Boston, MA)
- …TalentSource is your destination for discovering your next temporary role at Fidelity Investments . We are currently sourcing for a Content Strategist to work in ... ongoing dialogue with partners and senior leaders that brings together client needs, emerging technology, financial trends, and Fidelity's enterprise goals.… more
- Beacon Hill (Boston, MA)
- Our client , an investment firm in Boston, MA, is seeking a Client Services Representative to join their team. This is a temp-to-perm opportunity and is ... additional duties as requested.Interacts with other departments within the Service Center to resolve problems and answer questions.Qualifications: Associate 's… more
- Fidelity TalentSource LLC (Boston, MA)
- …and attention to details The Team Fidelity Digital Assets, a Fidelity Investments Company, is developing a full- service enterprise-grade platform for storing, ... You will collaborate closely with technical leaders to build a reliable service that manages all of Fidelity's crypto processes. The Expertise and Skills… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …TalentSource is your destination for discovering your next temporary role at Fidelity Investments . We are currently sourcing for an End User Support Technician to ... data is transferred to the new computer. Support critical Service Level Agreements with timely and accurate execution of...and Knowledge: Broad knowledge of Windows Operating Systems and Client Hardware. Ability to excel in a change controlled… more
- Fidelity TalentSource LLC (Boston, MA)
- …Institutional provides products and services to banks, broker/dealers, registered investment advisors, family offices, and other financial intermediaries to meet ... IT professionals responsible for the development and maintenance of Fidelity's Institutional Client Platforms and Products. The focus of this position will involve… more
- Fidelity TalentSource LLC (Boston, MA)
- …to lead and participate in large-scale initiatives, defining new solutions, associate requirements, service models, and platform. The position requires ... with Finance and business line teams to develop pricing strategies for new offerings. Client and Associate Feedback: Engage with Distribution contacts to gather… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …Client Feed ErrorsDrive process improvements to improve efficiency, quality, client and associate satisfactionUses analytical approach to problem solveProvide ... consulting, analysis, and domain skills to provide the best outcomes for our client , their participants and Fidelity. The Expertise We re Looking ForBachelor s… more
- Fidelity TalentSource LLC (Boston, MA)
- …driver of the associate experience for sales, relationship management, consulting & client service teams. IWMS considers Salesforce a key strategic asset & ... Management Services (IWMS) and Fidelity Institutional (FI) users? IWMS uses the Salesforce platform as its Client Relationship Management (CRM) tool and as a key… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …The individual should have a general understanding of the retirement market, client service , implementation processes, and a demonstrated ability in the ... coordination of conversion data from prior recordkeepers. Our DCC's collaborate with the client to develop a Conversion Strategy which details how the data will be… more
- Fidelity TalentSource LLC (Merrimack, NH)
- Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments . We are looking for a Full Stack Engineer to join us in ... EE, Apache Tomcat, Spring MVC/Spring Boot, Logback, SLF4j, Maven Client -side language, library, and framework proficiency: Angular, JavaScript/TypeScript, Node, NPM,… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …relationship with the client from the very beginning, you will ensure the client recognizes the quality of service being provided and is satisfied with the ... you will bring our clients from post-sale implementation and onboarding into ongoing service and support. You will provide administrative services and serve as the… more
- Fidelity TalentSource LLC (Merrimack, NH)
- …researching and resolving sophisticated or critical customer issuesAssists with monitoring client specific Service Level Agreements (SLAs)Support external ... membersHigh integrity and discretion to ensure the confidentiality of private client and participant dataStrong written and verbal communication skillsStrong PC… more
- Morgan Stanley (Boston, MA)
- …its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Registered Client Service Associate * **Location:** *Massachusetts-Boston* ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional ...Executing money movement transactions at the request of the client and/or FA/PWA/team * Answering general non- investment … more
- Santander US (Boston, MA)
- Client Service Associate , Investments , Boston, MA Country: United States of America The Client Service Associate (CSA) is a sales support ... role within the Administration Department of Santander Investments , LLC. The CSA promotes and supports the Financial...(FA) and the Bank's clients with the administrative and service functions of the business. The CSA operates remotely… more
