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<h3>Job Description:</h3><h3>Financial Representative</h3>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.<h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.<h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul>The base salary range for this position is $45,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.<h3>Certifications:</h3>Series 07 - FINRA<h3>Category:</h3>Customer Service

Fidelity Investments

Financial Representative - San Jose, CA

<h3>Job Description:</h3><h3>Financial Representative</h3>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.<h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.<h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul>The base salary range for this position is $45,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service

Financial Representative - Geneva, IL

WHO WE AREAt Values Added, we’re passionate about helping progressives build financial lives they feel good about. We do it by supporting them in leveraging their wealth to make an impact and live a joyful life.At the heart of our approach is tax-efficient planning, a fusion of impactful charitable giving and sustainable practices. Ensuring our clients' values are reflected in their portfolios is just the beginning. Beyond that, our financial planning services are tailored to transform our clients' aspirations into the lives they've always imagined.We take a team approach to serving our clients and believe bringing together different backgrounds, experiences, and thinking leads to superior results. That’s why we strongly encourage women, people of color, those with LGBTQ+ identities, and all members of historically disadvantaged groups to apply.WHY YOU’D BE A GREAT FITAre you a detail-oriented, motivated individual with a knack for operations? Join our collaborative team as a Client Service Associate. You’ll thrive in a role that values your satisfaction in executing tasks, from paperwork and billing to new client onboarding, with a focus on quality, accuracy, and efficiency—all to enhance the client experience.Your multi-tasking and prioritization skills will also be pivotal in supporting business operations and firm partners, coordinating scheduling, email, and tasks. In our environment, your eagerness to learn and grow isn't just valued—it's celebrated.Client Service<ul><li>Act as the service point of contact for clients, corresponding with clients to complete paperwork, and address inquiries and issues, while providing timely, accurate information</li><li>Efficiently coordinate the onboarding process for new clients, collecting relevant data, preparing and submitting required paperwork, obtaining signatures, tracking applications, and coordinating rollovers for a smooth and organized account setup</li><li>Perform regular maintenance and paperwork for existing client accounts (applications, transfers of assets, advisor authorization forms, required minimum distributions, beneficiary updates, IRA contributions, etc.)</li><li>Collaborate with financial advisor teams to gather necessary information and reports for financial planning and investment management</li><li>Prepare and maintain client documentation and reports with a high level of accuracy.</li><li>Coordinate and schedule client meetings, including scheduling to confirm meetings and tracking meetings relative to the service calendar</li><li>Assist clients in navigating online access to their accounts and other firm-specific software</li><li>Track outstanding client service items, proactively address outstanding issues or alerts and provide updates on pertinent items</li><li>Provide peer training to cross-train with peers, emphasizing collaboration and knowledge-sharing for improved overall efficiency.</li><li>Complete data entry and run reports in the Client Relationship Management (CRM) system, other firm software, and spreadsheets</li><li>Manage bulk client communication</li></ul>Business Operations &amp; Administrative Support<ul><li>Under guidance, review and improve client service, custodial operations, and business admin processes, implementing solutions</li><li>Complete operational data analysis and special projects as needed (i.e. service projects, client segmentation, financial calculations, beneficiary reviews, knowledge base updates, etc.)</li><li>Assist with audits and regulatory compliance as necessary</li></ul>Other Possible DutiesWe encourage you to spend a reasonable portion of time exploring interests and growth beyond your primary role. This means that from time to time, you may be asked to support or lead a special project. If you have experience or interest in business &amp; data systems, technology, social media, online learning, digital organizing, let us know—though this is not needed to apply.SKILLS &amp; EXPERIENCEThis role is a remote, early to mid-level position, though we encourage candidates of all experience levels to apply.<ul><li>1+ years of experience in a client service or operations role within a financial advisory or planning firm required</li><li>Experience at a Registered Investment Advisor (RIA) and Schwab is highly preferred</li><li>Experience providing administrative support</li><li>Proficiency in using Client Relationship Management (CRM) software or similar project management tech</li><li>Proficient in Google Suite, especially Google Mail, Docs, Sheets, and Slides (this is quickly learned for someone proficient in Microsoft Word, Excel, and PowerPoint)</li><li>Tech-oriented with experience or proficiency in platforms similar to our core systems (Wealthbox, Calendly, RightCapital, Holistiplan, Airtable, Zapier, etc.) is highly preferred.</li><li>Able to self-manage, prioritize and manage time effectively while following established processes and procedures</li><li>High attention to detail, accuracy, and consistency to ensure precision in financial reports, account statements, and other client-related documents</li><li>Strong verbal and written communication skills to interact effectively with clients</li><li>Organizing data, performing basic calculations, and preparing reports with graphs and charts</li></ul>AccessibilityThis role involves spending most of the time in front of a computer, using a keyboard, mouse, and phone, as well as communicating with clients and co-workers via phone or virtual meetings. We welcome candidates to request accommodations for the application and interview process. If you need accommodations or have specific needs, please inform us, and we will collaborate with you to ensure a fair and accessible hiring process.COMPENSATION &amp; BENEFITS This full-time, remote W-2 position offers a base salary of $60,000–$74,000, plus a $6,000 annual health insurance stipend and retirement/profit-sharing bonuses, bringing total compensation within $68,000–$82,000. Compensation will be commensurate with the candidate's experience and qualifications.You will accrue 24 sick/vacation/PTO days, 3 volunteer days, and paid federal holidays per year. Additionally, the firm covers up to $3,000 for professional development, training, and conference attendance to support your growth and development within the firm and industry.We are a flexible workplace. Our team members take time off to attend to their health, care for family members, attend children’s performances (no matter how mediocre), take vacations, and more. Though some of our work must happen at specific times, we provide flexible hours and schedules. Our team members have thrived professionally in a variety of family situations, including without children, with young children, and with older ones. Candidates seeking a flexible or part-time schedule are welcome to apply, compensation and benefits will be prorated based on the agreed-upon work schedule and hours.All applicants must complete our application process.Not sure you meet 100% of our qualifications? That’s okay and we hope you’ll still apply. Research shows that women apply for roles at lower rates than men do, even when they are as qualified or more qualified. Regardless of your gender, race, or other identity, if you believe that you could excel in this role, we encourage you to apply and tell us in your cover letter why you’re the right fit! We are dedicated to considering a broad array of candidates, including those with diverse workplace experiences and backgrounds. Whether you're new to our industry, returning to work after a gap in employment, looking to transition, or take the next step in your career path, we warmly invite you to apply.

Values Added Financial

TalentLink Solutions

Client Service Specialist - Wealth Management 

<h3>Job Description:</h3>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 &amp; 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 experience, you will work in the Investor Center on a daily basis.What to expect…In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.<ul><li>Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.</li><li>Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.</li><li>Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.</li></ul>Advantages of our career development experience…<ul><li>You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.</li><li>You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</li><li>You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.</li><li>You get variety. You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.</li></ul>The expertise we’re looking for…<ul><li>High energy and enthusiasm with a natural passion for helping people</li><li>Flexibility and self-motivation</li><li>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</li></ul>The Skills You Bring<ul><li>Eagerness to learn and build a career in financial services</li><li>Ability to deliver an outstanding customer experience</li><li>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</li><li>Coachability, collaboration and curiosity will fuel your success</li></ul>Our Investments in YouOur benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer ServiceFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Financial Services Representative - Tulsa, OK

<h3>Job Description:</h3>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 &amp; 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 experience, you will work in the Investor Center on a daily basis.What to expect…In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.<ul><li>Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.</li><li>Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.</li><li>Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.</li></ul>Advantages of our career development experience…<ul><li>You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.</li><li>You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.</li><li>You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.</li><li>You get variety. You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.</li></ul>The expertise we’re looking for…<ul><li>High energy and enthusiasm with a natural passion for helping people</li><li>Flexibility and self-motivation</li><li>Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment</li></ul>The Skills You Bring<ul><li>Eagerness to learn and build a career in financial services</li><li>Ability to deliver an outstanding customer experience</li><li>Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once</li><li>Coachability, collaboration and curiosity will fuel your success</li></ul>Our Investments in YouOur benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA<h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer ServiceFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Financial Services Representative - Palm Beach Gardens FL

<h3>Job Description:</h3>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed belowSan Diego, Del Mar, Rancho Bernardo <h3>High Net Worth Representative</h3>We have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater San Diego Metro area! While you will work from home, you must reside near the Greater San Diego area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You’ll have full access to work from home capability to support our clients remotely.<h3>The Purpose of Your Role</h3>As a High Net Worth Representative, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.<h3>The Value You Deliver</h3><ul><li>Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance,</li><li>Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests</li></ul><h3>The Expertise We’re Looking For</h3><ul><li>Series 7 required</li><li>Series 63 preferred (paid training &amp; support provided)</li><li>2-3 years of previous experience working in the financial services industry</li><li>Strong technological savvy and comfort with learning how to use new tools</li></ul><h3>The Skills You Bring</h3><ul><li>You have a broad-based knowledge and understanding of general financial planning concepts</li><li>Proven customer service, client support and problem resolution skills</li><li>Ability to effectively influence others and use consultative skills to enrich the customer experience</li></ul><h3>Our Investments in You</h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance.Learn More: <a href="https://jobs.fidelity.com/dynamic-working/" target="_blank">Dynamic Working</a>The base salary range for this position is $46,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of <a href="https://jobs.fidelity.com/benefits/" target="_blank">benefits</a> to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.<h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service, Relationship Management, Sales

High Net Worth Service Associate - Greater San Diego, CA Area

The Illinois Association of School Boards (IASB) is seeking applicants for a full-time Customer Service Specialist. This position reports to the Associate Executive Director of Policy Services and will be headquartered in IASB’s Springfield office.&nbsp;&nbsp;Position Summary: The Customer Service Specialist is responsible for initiating and performing functions required for the efficient operation of an office and supporting the Policy Services Department in providing existing and new policy services to IASB members. The position will also serve as the backup for the front desk receptionist in IASB’s Springfield office.&nbsp;Primary functions of the position will include handling all phone calls, emails, and other communications in an efficient and courteous manner; sending and collecting data from surveys of subscribers; creating and maintaining current, organized, and accurate written procedures; maintaining accurate shared calendars; providing phone and online training to subscribers of policy services subscriptions; attending the Joint Annual Conference in Chicago; and performing other duties as assigned.&nbsp;Education and/or Experience Requirements: The Customer Service Specialist position requires a high school diploma or equivalent, two to three years of customer service work experience, and high-level experience with Microsoft Word and web-based HTML word processing applications Microsoft Office Specialist (MOS); MOS Expert or MOS Master preferred.&nbsp;&nbsp;This position requires the employee to be able to be able to lift, move, and safely handle boxes and materials up to 25 pounds. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions of the position.&nbsp;&nbsp;The position offers an annual salary of $35,000 – $43,000, with a generous benefits package that includes holidays, vacation and sick time, medical, dental, vision, and life insurance, and retirement benefits. Position will be eligible for Hybrid work after 90 days of employment.&nbsp;

Illinois Association of School Boards

Customer Service Specialist

<h3>Job Description:</h3><h3>Financial Representative</h3>We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity.<h3>The Expertise We’re Looking For</h3><ul><li>Customer service, phone, or financial services experience will prepare you for this role</li><li>Banking, insurance, or financial experience is an excellent addition to your experience</li><li>We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 66 licenses</li><li>Degree and/or other professional certifications are helpful; if you don’t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one</li></ul><h3>The Purpose of Your Role</h3>It is our mission for the Financial Representative to have rewarding interactions with clients. As a subject matter specialist in compliance and all front lobby transactions, you will partner and contribute to branch success by identifying opportunities to deepen relationships.<h3>The Skills You Bring</h3><ul><li>Superb interpersonal skills and passion to engage with clients</li><li>An aptitude to assess client needs and identify opportunities</li><li>Remarkable attention to detail and ability to prioritize</li><li>Organizational skills to manage multiple tasks</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Our Investments in You</h3><h3>Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</h3><h3>The Value You Deliver</h3><ul><li>A key member of the team, you are offering support to Fidelity’s most valuable clients daily</li><li>By identifying leads and making effective introductions, you are directly impacting the success of the branch</li><li>Your efforts will be valued by clients and you will find working with those clients a rewarding experience</li><li>As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer ServiceFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Financial Representative - Sarasota, FL

About Us: Mitsubishi Logisnext Americas Inc. has helped customers Move The World Forward for more than 100 years as a technology-driven forklift manufacturer. In addition to being a forklift manufacturer, we are also a total solutions provider offering scalable products and services from material handling and automation to extensive fleet support. About the role: The Fleet Support Specialist assists the Fleet Managers and National Accounts in delivery of contracted fleet management services for our National Account Fleet Customers. Manage all daily service processes with Dealers and Customers to drive customer satisfaction. Drive service provider process compliance through metric-based performance reports. Manage program administrative tasks to include applicable system updates, service provider contract management, service quote reviews and PM completion and dispatching. Assisting with Monthly responsibilities as required by the Fleet Administration Manager. What you will do: <ul><li>Ensures a High Level of Customer Service so that National Fleet Account User inquiries are answered promptly and accurately in the provision of information relating to repair updates, applications issues, customer feedback and general maintenance as well as payment / invoicing. Inquiries may be received through multiple communication channels including telephone, e-mail, and departmental representatives.</li><li>Responsible for following up on dispatch requests and ensuring proper data entry practices are developed. Investigating internally/externally to ensure information is accurate.</li><li>Ongoing review of work processes within the Fleet Management Team and development of action plans for continuous Improvement efforts aligned with company business plan.</li><li>Communicate National Account service agreements with servicing dealers and ensure customer requirements are met.</li><li>Coordinated support efforts through regular communications with Service Support, Parts Support, Warranty and the Technical Publications and National Accounts.</li><li>Maintains a high level of product knowledge to provide up to date accurate information to our National Accounts and Dealers.</li><li>Collaborate with Fleet Managers to ensure customer satisfaction is met with reoccurring meetings.</li></ul> Where <ul><li>Hybrid position based out of Grand Rapids, MI</li></ul> What you need to have: <ul><li>MS Office Suite, additional benefit if experience in ERP software systems, specialized software (centralized billing, fleet reporting, etc.)</li><li>Intermediate level data analysis capability using MS Excel and/or MS Access</li><li>Detail oriented with the ability to manage and complete multiple tasks accurately</li><li>Ability to communicate ideas and proposals verbally and in writing so others will understand</li><li>Present results and lead discussions to group audiences</li></ul> What would be nice to have: <ul><li>Direct experience with managing material handling equipment fleets. Experience using ERP systems with asset management functions.</li><li>Knowledge of fleet management concepts and metrics (e.g. CPH, Utilization %, 4-R's, etc.)</li><li>Experience using formal fleet reporting software. Basic understanding of dealer service operations (dispatch, work order/invoice processes, etc.)</li><li>Intermediate level of material handling equipment product knowledge</li></ul> What we offer: <ul><li>Medical, dental, and vision benefits</li><li>Paid Vacation, Sick Time, and Paid Holidays </li><li>Profit Sharing Opportunities</li><li>Flexible Spending and HSA Accounts</li><li>401k with automatic company contribution and company match</li><li>Short-term and long-term disability insurance</li><li>Life, Dependent Life, and AD&amp;D Insurance</li><li>Paid Parental Leave (Includes 6-8 weeks of maternity leave and 5 days of paternity leave)</li><li>Employee Assistance Program </li><li>Employee Discounts</li><li>On-the-job training and development</li></ul> The salary for this position ranges from $40,000 to $55,000 annually. The specific salary for a successful candidate will depend upon, among other legitimate factors, education, training, and/or experience. To be considered for this role, all applicants must submit a full and complete application through our careers page. Applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time. Equal Opportunity Employer/Veterans/Disabled Agency Disclaimer: Mitsubishi Logisnext Americas Inc. does not accept unsolicited resumes from third party vendors. Any unsolicited resumes from a third party will become the property of the company to use at the company’s discretion, with the understanding that Mitsubishi Logisnext Americas, Inc. will not be billed a fee for any such resumes. If a company is designated as an approved vendor, then said company can only provide assistance on those positions requested via a formal written agreement of support.

Mitsubishi Logisnext Americas Inc.

Fleet Support Specialist

<h3>Job Description:</h3>The Role Every day, thousands of people reach out to Fidelity for help making some of the most complex and difficult decisions of their lives. As the Merrimack General Manager, you will lead and grow a team of 800+ (and growing) financial professionals who provide our clients with clarity, confidence and results through exceptional customer experiences.The Expertise and Skills You Bring<ul><li>Inspiring and mobilizing diverse associates across sales, service, relationship, and leadership roles in delivering the best client experience in the financial services industry</li><li>Finding, growing, and keeping incredible talent in a work experience that offers autonomy, mastery, purpose, and fun</li><li>Steering a large team through change, respecting a successful past while moving into a new vision of success as a digitally led wealth management organization powered by self-led expert associates</li><li>Collaborating with leaders across our 8 regional locations and multiple functions to create consistent client and associate experiences</li><li>Being a visible presence in the communities we operate in and serve acting as the face of Fidelity</li><li>Agile practices, behaviors, and mindsets</li></ul>The Purpose of Your Role<ul><li>Build and maintain a culture of high performance where associates are obsessed with customers and meeting their needs in a warm, friendly, and fast manner (maximizing customer time); where leaders are multipliers of talent and drive high levels of associate performance in an engaging and fun manner; where leaders are obsessed with building associate expertise and enabling their success through being fully present and engaged with their teams every day; and where Fidelity continues to be distinguished as a market leader.</li><li>Build a leadership team passionate about hiring, developing, retaining, and growing associates and leaders.</li><li>Deliver a world-class client experience as measured by ease of doing business, customer loyalty, associate retention, associate expertise, service levels</li><li>Create awareness of external market conditions and the ability drive a strong profile in the local communities</li><li>Integrate the priorities of RC transformation and functional teams into new customer and associate experiences. </li><li>Run a site that is efficient, effective, and profitable</li><li>Achieve key performance indicators: Client Loyalty/Satisfaction, Associate Retention, Operational Effectiveness, and Business Development results.</li></ul>The Skills You Bring<ul><li>Strong ability and demonstrated experience in leading and inspiring large diverse associate population</li><li>Robust leadership skills in translating client and associate needs into outstanding experiences</li><li>Exceptional communication and change leadership skills</li><li>Exceptional skills in people leadership – talent management, performance management, EQ</li><li>Full complement of knowledge across retail, brokerage, and managed asset business</li><li>Strong collaboration, partnership, influence, and interpersonal skills. The Regional Center is highly interdependent. Candidates who prefer independence will not thrive on this leadership team</li><li>Teamwork –an orientation that the success of the team is more important than individual success</li><li>Ability to operate outside of Fidelity in the communities we operate within.</li><li>Proven analytical and problem-solving skills</li><li>Ability to roll your sleeves up and work with and for your people – Servant Leadership </li><li>Licensing requirements: series 7, 9/10 and 63</li></ul>The TeamOur business is all about delivering value to customers. Our team has a noble purpose – to inspire better futures for our clients and associates so that they can live the life the dream of having! The research is very clear here. Strong leaders create a higher level of associate engagement. Strong associate engagement drives a stronger customer experience. And a strong customer experience translates into increased business results. Your work is central to developing and sustaining a vital culture to ultimately drive success for customers, associates, and Fidelity.Company OverviewFidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.Join UsAt Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a <a href="https://www.glassdoor.com/Award/Best-Places-to-Work-LST_KQ0,19.htm" target="_blank">Glassdoor Employees’ Choice Award</a>, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.<a href="https://jobs.fidelity.com/locations/#dw" target="_blank">Fidelity’s hybrid working model</a> blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, <a href="https://go.fidelity.com/h1vqtc" target="_blank">detailed in this document</a>, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.We invite you to Find Your Fidelity at <a href="https://jobs.fidelity.com/" target="_blank">fidelitycareers.com</a>.Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to <a href="mailto:accommodations@fmr.com" target="_blank">accommodations@fmr.com</a>.<h3>Certifications:</h3>Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer ServiceFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

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