10 client service associate jobs found

Creative Circle a { text-decoration: none; color: #464feb; } tr th, tr td { border: 1px solid #e6e6e6; } tr th { background-color: #f5f5f5; } Trade Merchandising Associate Manager The Trade Merchandising Associate Manager oversees and executes retail merchandising projects that drive in-store sales and elevate the customer experience. This role manages projects end to end, partnering closely with cross-functional internal teams and external vendor partners to deliver creative, cost-effective displays that meet timelines, budgets, and program objectives within an omni-channel retail environment. The Basics: Duration: 4 months Hours: The position is expected to be full-time at approximately 40 hours per week. Location: Hybrid role with work from home on Mondays and Fridays and onsite work Tuesday through Thursday at a Pawtucket-area office. Top Three Required Qualifications: Proven project management expertise with the ability to lead end-to-end...

Fidelity Investments Job Description: Health & Welfare Business Analyst - Implementations The Role The Senior Business Analyst (BA) will utilize their consulting, analysis, and domain skills to provide the best outcomes for our client, their participants and Fidelity. You will join a team of passionate Health and Welfare professionals committed to crafting business requirements that are crucial to our ability to serve as a directed record keeper for our plan sponsors. You will serve as requirements expert and are responsible for providing all business analysis support for client advised projects to ensure that the systems are functioning according to the detailed business requirements. The Health & Welfare Business Analyst is a key member of the Health & Welfare (HW) Center of Excellence Implementation and Migration team that services Fidelity clients. The role provides for the ability to work in a growing Health & Welfare offering, access to scalable...

Fidelity Investments Job Description: Job Title: Senior Financial Analyst Job Description The Senior Financial Analyst role is a member of the WI Finance Team delivering impactful insight financial analysis to our business partners. The primary objective of the role will be to provide a broad range of analytics, financial management, and strategic business partner support to drive improved outcomes and financial results to the broader organization. This role will have three main areas of focus: the Fidelity Workplace Consulting (FWC) Line of Business, the Defined Benefits (DB) Line of Business, and the Enterprise Paper Reduction initiative. The Fidelity Workplace Consulting Group is composed of over 600 professionals who advise clients on the management of their domestic benefits. This is a fast-growing business within Fidelity, providing a broad variety of services that touch on every area of benefits design, strategy, funding, communication, and delivery. The...

Fidelity Investments Job Description: The Role Do you enjoy learning about and marketing non-traditional, alternative investments? If so, come join the Asset Management Solutions Marketing team where our mission is to champion the investment talents of Fidelity's investment products and solutions. As a Senior Marketing Manager for Alternatives Product Marketing in the Asset Management Solutions Marketing Team, you will develop and execute marketing plans that differentiate Fidelity's alternative investments and specialty solutions in the marketplace! This is a diverse and fast-paced marketing role that provides the individual an opportunity to collaborate across marketing and with investment professionals in different asset classes. Develop and execute on marketing strategies that drive new product narratives into market across Fidelity intermediary, retail, and institutional channels. Messaging and content creation includes both written content (presentations,...

Fidelity Investments Job Description: The Role The FI Organization is seeking a Manager, Investment Analysis with knowledge of multiple developed asset classes (e.g., equity, fixed income), the competitive landscape, and practice management concepts. This role will partner with other team members in data collection, analysis, and reporting to support business objectives, while uncovering trends and executing on opportunities where data and information can provide insight into investment solutions. Having a background as an analyst is useful, but strong communication, organizational and interpersonal skills are crucial to deliver decision-making materials to team members. The Expertise and Skills You Bring Bachelor's degree required MBA/CFA, or progress towards, desirable 1-3 years of data analysis experience, preferably some in products/investments Series 7 and 63 licenses desirable Maintains strong communication, presentation and interpersonal skills...

Fidelity Investments Job Description: The Role The Director of Meetings & Events will design and deliver exceptional event experiences that engage associates, clients, and/or prospects while advancing the firm's strategic objectives. With a strong understanding of the business, this individual translates priorities into high-impact programs that reflect the firm's brand, culture, and mission. This role leads the planning and execution of a broad range of events-from multi-day conferences to targeted client engagements-overseeing budgets, timelines, production, and cross-functional teams. The Director partners closely with senior leadership and business stakeholders to ensure each program achieves its intended outcomes and delivers measurable value. A skilled communicator and collaborator, the Director fosters transparency, alignment, and accountability across all project teams. They bring deep expertise in event logistics, including speaker and vendor management,...

Fidelity Investments Job Description: Do you want to join a dynamic digital marketing team with a passion for utilizing personalized data and email channel expertise to deepen the relationship with millions of our customers, evolve operational processes and implement new MarTech capabilities? Are you looking for an empowered opportunity to hone your development, analytical, strategic, creative, collaboration and leadership skills while managing multiple projects with attention to details and deadlines? If so, look no further! Maybe we are made for each other! The Expertise We're Looking For Multiple years of Advanced Front-End HTML and CSS coding experience, specifically in Email Email service platform provider (ESP) knowledge, systems, information technology a plus (specifically Salesforce Marketing Cloud, Salesforce Sales Cloud, Adobe Target) Experience with one or more of the following areas: digital production, MarTech, marketing, and/or creative highly...

Fidelity Investments Job Description: The Role The Client Conversion Services (CCS) Implementation team ensures the detailed transition of Broker Dealers, Advisors, Bank and Trust firms and Family Office clients onto the Fidelity Institutional Wealth Management Services' (FIWMS) platform. The Manager, Implementation Project Management will do the following: Onboarding of new Fidelity Registered Investment Advisors. Supporting existing advisors who are converting a book of business onto the platform. Leading mid-level to large Implementation Projects by going onsite to advisor offices to support client conversion projects or breakaway conversions. The Manager, Implementation Project Management will ensure the seamless transition of Registered Investment Advisors (RIA) onto the Fidelity platform. This includes implementing client relationships with minimal direction, developing the new relationships, and leading the overall Implementation process and conversion...

Fidelity Investments Job Description: The Role The Director of Implementation leads a team of Implementation professionals responsible for the successful onboarding of financial institutions, typically Registered Investment Advisors and Trust Companies, to Fidelity's platform. This role sits at the intersection of growth, client experience, and operational excellence-helping shape Fidelity's reputation as the destination of choice for financial services firms. While the size and complexity of these projects varies, each onboarding represents a defining moment for clients, often the first experience with Fidelity, and sets the tone for a long-term partnership with Fidelity. The Team Fidelity operates one of the largest clearing and custody businesses in the industry with nearly $5 Trillion in assets under administration serving thousands of financial institutions including RIAs, broker dealers, banks, and family offices. The Client Experience Client Conversion Services...

Revvity Overview: ViaCord, a Revvity Company, provides newborn stem cell preservation and genomic services for expectant families. Newborn stem cells are a valuable source of non-controversial stem cells: the building blocks of our blood and immune systems. The value and benefits of stem cells found in umbilical cord blood are clear; cord blood collection saves lives today and medical researchers are exploring new uses for umbilical cord blood stem cells for tomorrow, including diabetes, heart disease, and stroke. If you are seeking a meaningful, impactful, and stimulating career, look no further. ViaCord is seeking a Senior Cord Blood Advisor (fully remote) to join our Inside Sales Team! This remote position is for an enthusiastic, goal-oriented person who thrives in a competitive and fast-paced sales environment. This role operates Monday through Friday from 9:00 AM to 6:00 PM Eastern Time. On occasion, we'll need coverage for a Saturday shift (10:00 AM-7:00 PM ET),...