10 client service associate jobs found

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...

Fidelity Investments Job Description: Job Title: Director, Sales Product Consultant - HSA/RA Note: Fidelity will not provide immigration sponsorship for this position The Role This role is ideal for someone motivated by pursuing and retaining Workplace Investing clients passionate about Health and Benefit Accounts in a fast-paced and evolving environment. If you flourish with teamwork, creativity, and winning as part of a high-performing team, you'll excel here. In the role of a Sales Product Consultant (SPC), you will work closely with HSA and RA Account Executives, Sales Delivery/SOAR, Consulting Relations, Retention Executives, Managing Directors, and key Health partners. As a part of WI Sales, your goal is to win and retain Health and Benefit Account clients of all sizes. You will project manage the end-to-end sales process-from initial capabilities discussions, RFPs, follow ups and proposal development through final delivery meetings and contract handoff....

Fidelity Investments Job Description: Fidelity Investments Workplace Investing (WI) organization is seeking an experienced mainframe Software Engineer to join our Custom Client Solutions team within the Stock Plan Services (SPS) Technology organization. The person will play a key role in developing and delivering client specific enhancements on our Legacy Application to support our Plan Administration System. This role demands significant collaboration with members of various business and IT groups throughout the lifecycle of a typical project. Stock Plan Services administers equity compensation programs on behalf of public and private companies offering various compensations programs such as: Employee Stock Purchase Plans, Restricted Stock Awards/Units, Stock Option Plans, Stock Appreciation Rights and Performance based Awards. Currently SPS services over 1.6M participants employed by over 300 clients and spread out in 150 countries. The business is looking to further expand...

Fidelity Investments Job Description: Senior Data Engineer - Oracle DBA - OCI The Role The Institutional Brokerage Database Services Center of Excellence (COE) requires a highly competent and highly motivated Senior Database Engineer with strong technical skills to support challenging mission critical database platforms. This position would provide an excellent opportunity to work on leading database technologies like Oracle, Postgres, Distributed SQL, NoSQL, Snowflake etc. It is a great place to experience and learn end-to-end DBA service capabilities. This role requires a service-oriented mentality, high sense of ownership of the problems and requests assigned and is an enormous opportunity to gain experience with modern technologies like AI/ML. In this role, you will: Establish database standards for operations, upgrades, migrations and onboarding new applications and/or clients. Diagnose problem areas and develop solutions and/or workarounds by writing clear,...

Fidelity Investments Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role The Delivery Planning Lead is an adept Project and Program Manager that is responsible for supporting and guiding delivery of complex, custom solutions that support our Fidelity Workplace Investing clients across multiple technical and business workstreams. In addition to the coordination of project teams, you will provide program level oversight across multiple delivery teams that consist of data engineering, consulting, and QA, to ensure coordinated execution and alignment towards client driven deadlines. This role will orchestrate delivery across parallel workstreams, manage dependencies between teams, standardize project practices, and ensure that all efforts support a cohesive delivery roadmap. Delivering both project level execution and program level leadership, ensuring multiple teams stay aligned toward common goals. Integrating work...

Fidelity Investments Job Description: Please Note: We are unable to provide visa sponsorship for this role The Fidelity 529 business offers direct-sold education savings plans to customers in 5 covered states (MA, NH, CT, DE and AZ) and nationally to help them save more effectively for one of life's biggest expenses. The 529 relationship management team owns the relationships and engages directly with our state sponsors to increase satisfaction and improve outcomes for end customers and state plans. Key Responsibilities Include: Serve as primary relationship manager for a subset of state sponsors, addressing recurring and ad-hoc needs, ensuring all plan sponsor requests are addressed, and keeping plan sponsors up to date on all relevant changes to the product or industry developments Lead monthly and quarterly meetings with clients to review plan and investment performance Take ownership, along with the 529 Product team to provide inputs into potential product...

Fidelity Investments Job Description: Job Title: Director, Health and Welfare Sales Product Consultant Note: Fidelity will not provide immigration sponsorship for this position The Role This role is ideal for someone motivated by pursuing and retaining Workplace Investing clients passionate about Health and Welfare administration in a fast-paced and evolving environment. If you flourish with teamwork, creativity, and winning as part of a high-performing team, you'll excel here. In the role of an H&W Sales Product Consultant (SPC), you will work closely with H&W Account Executives, Sales Delivery/SOAR, Consulting Relations, Retention Executives, Managing Directors, and key Health partners. As a part of WI Sales, your goal is to win and retain Health and Welfare clients of all sizes. You will project manage the end-to-end sales process-from initial capabilities discussions, RFPs, pricing, follow ups and proposal development through final delivery meetings and...

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),...