2 fund services associate jobs found

Fidelity Investments Job Description: Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you'll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 & 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you'll support Fidelity's customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding...

New York Life Insurance Company Location Designation: Hybrid - 2 days per week *** We will consider qualified applicants located within a reasonable commuting distance of our offices in Cleveland, Dallas, Tampa, or New York City. Role Overview: New York Life Service Operation provides In-Force customer service to more than 12,000 agents and 3.5 million clients for life insurance and annuities sold through our agent distribution channel. Responsible for more than 30 million touch points with customers each year through different service channels including phone, written correspondence, online, through Interactive Voice Response (IVR) system and more. We are seeking a dynamic and forward-thinking leader to join our team as an In-Force Service Manager. If you enjoy leading by example, motivating and developing others, and coaching customer service professionals to provide outstanding service, this opportunity is for you! What You'll Do: Take ownership of...