- 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
- 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)
- Job Description: Client Relations Internship Program\u00A0\u00A0The Role: Client Relations: Supercharge your early career and growth at Fidelity with personalized ... experiences. In this role, you will be a front facing- client intern. You'll be job shadowing other associates listening...relationships. This internship could lead into sales or customer service full time roles, such as the Investment Sales… more
- TUMI (Boston, MA)
- …driving sales through outstanding service . The ideal candidate is committed to client service , demonstrating a strong understanding of, if not passion for, ... at Tumi: As part of our Retail team, the Associate Manager is responsible for creating a client...store follows the visual guidelines and directives. Enforce excellent client services through the emphasis of utilizing… more
- Beacon Hill (Boston, MA)
- …, an investments insights company, is looking to hire a Marketing & Communications Associate who has Financial Services Product Experience and who can take ... 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 (Boston, MA)
- …of ActuariesBroad based insurance background including exposure to distribution, marketing, systems, client services , and finance with a clear understanding of ... Job Description:Fidelity Investments Life Insurance (FILI) is looking for an Associate Actuary to help drive our annuity product development and pricing initiatives.… more
- TalentBurst, Inc. (Boston, MA)
- …help with light repairs or providing support for internal IT related services . Diagnose and resolve computer related problems in hardware, applications, and ... environment for errors and ensure optimum up time of resourcesTrack all client interactions and document work process. May support student's users in computer… more
- Fidelity TalentSource LLC (Boston, MA)
- …fund investment manager client base. This includes trade processing, client service , and exception management.Certifications:Series 07 - FINRA, Series 63 ... for education and exposure to Prime Brokerage, hedge fund client support, stock loan, and custody services ?...of new procedures, products, and technologies sought at improving service to clients. Involvement in the testing and implementation… more
- Fidelity TalentSource LLC (Boston, MA)
- …business partners to ensure the seamless delivery of Fidelity s products and services through outstanding customer service support and detailed processing of ... transaction requests.\u00A0CE ( client experience)- 3 types of teams: client facing associates predominantly on the phones bringing in clients onto brokerage… more
- Fidelity TalentSource LLC (Boston, MA)
- …preferredCFP, CFA and/or equivalent recommendedMinimum 15+ years of relevant financial services experience required.\u00A0 Relevant HNW client experience in ... develop and lead the team, holding them accountable for meeting relationship and service level goals.\u00A0 You will be responsible for over $60B in AUM, including… 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 ... to acquire series 65/66 upon hire1-3 years in financial services with an emphasis in providing an excellent customer...social skills and the ability to deliver highly personalized service to each clientAbility to find success in a… 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 ... and services , deepen participant interactions, and help increase overall client satisfaction and retention. The Expertise and Skills You Bring FINRA Series… more
- Fidelity TalentSource LLC (Boston, MA)
- …the ability to balance multiple workstreams at once. Experience writing within financial services is a plus. A bachelor's degree is preferred. Deep empathy and ... ongoing dialogue with partners and senior leaders that brings together client needs, emerging technology, financial trends, and Fidelity's enterprise goals.… 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 ... Expertise You HaveBachelor's degree, MBA preferred10+ years in Financial Services , with solid understanding of the retirement industryExperience building productive… more
- Fidelity TalentSource LLC (Boston, MA)
- …Inclusion segment. \u00A0The leader will be responsible for building new client relationships (demand creation), engaging sponsor experiences (build promoters), and ... organizational structure.\u00A0 \u00A0\u00A0 \u00A0Prior Financial Advisor experience in a client -facing capacity. \u00A0\u00A0 \u00A0A Bachelor's Degree is required; an… 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 & ... interpersonal skillsKnowledgeable in standard functions/ modules of Salesforce.com: Sales Cloud, Service Cloud, and Financial Services CloudSolid grasp of… more
- Fidelity TalentSource LLC (Boston, MA)
- …in partnership with H&W domain leaders, product owners, operations process leaders, client services and other partnersYou will lead and facilitate sessions ... certification preferredExperience in health care, benefits administration, benefits outsourcing services preferredExperience working in or with operations, client… more
- Fidelity TalentSource LLC (Boston, MA)
- …Portfolio Manager (IPM) will play an integral role in addressing institutional client needs through a solutions-based approach. As the external facing member of ... opportunities by helping to formulate strategic investment solutions and will service clients through investment policy discussions, performance reviews and capital… 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
