- 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
- Fidelity TalentSource LLC (Boston, MA)
- …customer service support and detailed processing of transaction requests.\u00A0CE ( client experience)- 3 types of teams: client facing associates ... get the most out of Wealthscape.\u00A0HCO (healthcare ops)- Deliver the best service experience in the industry; customer obsessed and provides the right solutions… 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)
- …The IPM will drive new business opportunities by helping to formulate strategic investment solutions and will service clients through investment policy ... platforms. Investment infrastructure / product management support to improve investment solution offerings and implementations, including marketing, client … 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 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 (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)
- …across Product Development, Marketing, Sales, Consultant Relations, Asset Management, and Client Service functions. The Expertise and Skills You BringBachelor ... Vice President, Alternatives Business Development role in Fidelity s Institutional Client Group (ICG) organization.\u00A0 ICG is the institutional distribution arm… 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 (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)
- …platforms and processes.Provide business judgement and leadership to guide service recoveries, audit action items, and other risk remediation efforts.Develop ... You Bring 8+ years working experienceBachelor s degree requiredBroad-based investment industry experience and proven analytical skills; experience with operations,… more
- Fidelity TalentSource LLC (Boston, MA)
- … investment manager client base. This includes trade processing, client service , and exception management.Certifications:Series 07 - FINRA, Series 63 - ... an outstanding opportunity for education and exposure to Prime Brokerage, hedge fund client support, stock loan, and custody services? You will own aspects of trade… more
- Fidelity TalentSource LLC (Boston, MA)
- …clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with ... markets and productsStrong social skills and the ability to deliver highly personalized service to each clientAbility to find success in a dynamic, deadline driven,… 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 (Boston, MA)
- …through partnering with our business development, relationship management and client service teams.Establishes and maintains strategic partnerships with ... and KPIs.Communicates strategy for regulatory and legislative trends, and the client /customer experience.Works closely with senior leaders to provide consulting on… more
- Fidelity TalentSource LLC (Boston, MA)
- …sponsor relationships with Fidelity. You are an extended member of the WI client service team, meeting with plan sponsors annually or semi-annually, depending ... on client complexity and assets (asset size ranges between $300M-$2B)....audienceAbility to provide clear next steps to clients and service team members to bring the engagement strategy you… more
- Fidelity TalentSource LLC (Boston, MA)
- …wide array of solutions we can deliver to plan participants. As part of the overall client service team for a book of clients, you will consult with your ... with solid understanding of the retirement industryExperience building productive client relationships in a client management or...07 - FINRA, Series 63 - FINRACompany Overview Fidelity Investments is a privately held company with a mission… more
- Fidelity TalentSource LLC (Boston, MA)
- …a driving force in shaping the future of our health-related analytics and client reporting products. You will have the opportunity to work alongside cross-functional ... teams, including sales, client relationship managers, engineering, and design, to ensure the...financial outcomes. Our mission is achieved through exceptional customer service and immersive digital experiences, all designed with scalability… 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 (Boston, MA)
- …Fidelity's Corporate Affairs Organization, our mission is to provide the best customer service to our business partners while supporting the goals of Fidelity by ... but not limited to: troubleshooting on set and in post, client -facing communications, internal team meetings, and senior management interactions.You are able… more
