- Fidelity TalentSource LLC (Smithfield, RI)
- Job Description:A Commission Analyst works closely with Pricing, Client Service Managers, Client Integration Analysts, Relationship Managers, and ... consultation, entering, and testing schedules.Act as point of contact for Clearing Client Service Managers, Clearing Client Integration Analysts, Clearing… more
- Fidelity TalentSource LLC (Smithfield, RI)
- …Solutions conversationsSet up targeted appointments while identifying opportunities to address client needs related to products and services Our Investments ... leader in innovation and invests in you with key product and service offerings, groundbreaking technology, and a premier investment platform. We empower professional… more
- Fidelity TalentSource LLC (Smithfield, RI)
- …with customers and the team through effective communicationExperience in customer service , call center, or financial services preferredA strong interest ... by taking inbound calls. Are you interested in Financial Services ? This might be the right opportunity for you\u2026..This...training you need to develop the skills needed to service our customers and study for your FINRA licensing… more
- TTEC (Providence, RI)
- …and ignite your career with TTEC's award-winning employment experience. As a Sales Service Delivery Manager working hybrid in Tempe, Arizona/US, you'll be a part of ... goals and motivate their teams. You'll work to answer associate questions, resolve issues, provide feedback and know when...positive work environment for your team, ensuring we meet client requests and needs and acknowledge a job well… more
- Fidelity TalentSource LLC (Smithfield, RI)
- …believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which ... that also invests in you with key product and service offerings, sophisticated technology, and an elite investment platform....preferred or to be obtained upon hireFive years financial services experience, with 3-5 years of sales experienceA CFP… more
- Fidelity TalentSource LLC (Smithfield, RI)
- …The Purpose of Your RoleThe Engineer will primarily be focused on supporting client implementations and corporate actions. They will lead the effort to update a ... client s data once it s in production. The...formula based on the employee's earnings history, tenure of service and age, rather than depending directly on individual… more
- Fidelity TalentSource LLC (Providence, RI)
- …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 to make a difference in the...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 (Smithfield, RI)
- …Custody segment, which services third-party RIAs that use National Financial Services LLC (\u201CNFS\u201D) to custody their client brokerage accounts. The ... (FBOT) businesses, a collection of business groups that provide brokerage services and investment advisory offerings to third-party intermediary clients, including… more
- TTEC (Providence, RI)
- Bringing smiles is what we do at TTEC for you and the customer. As a Customer Service Team Lead working onsite in Malta, New York, you'll be a part of creating and ... sure they're on track to meet goals. You'll answer associate 's questions, issues, and customer escalation while ensuring quality...manager for your team. You'll report to the Customer Service Manager. We're looking for a leader to Act… more
- Fidelity TalentSource LLC (Smithfield, RI)
- …APIsWorking experience with Python, SQL/PLSQL, and KafkaWorking experience with AWS services , EC2, EKS, Datadog, CICD PipelinesExperience with client -side tech ... best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite… more
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