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<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 below: LA Century City, Pasadena, Burbank South Bay/ Torrance, Santa Monica, Seal Beach, Brea, Rancho Cucamonga, Woodland Hills, Thousand Oaks<h3>High Net Worth Representative</h3>We have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater Los Angeles Metro area! While you will work from home, you must reside near the Greater Los Angeles 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<h3>Category:</h3>Customer Service, Relationship Management, Sales

Fidelity Investments

High Net Worth Service Associate –  Greater Los Angeles, CA Area

<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 below: Coral Gables, Boca Raton, Ft. LauderdaleAs a High Net Worth Representative, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.The Team While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.The Expertise You Have<ul><li>Series 7 required</li><li>Series 63 or ability to obtain within 90 days</li><li>2-3 years of previous financial services experience</li></ul>The Skills You Bring<ul><li>Broad based knowledge and understanding of general financial planning concepts</li><li>Proven customer service, client support and problem resolution skills</li><li>Strong verbal and written communication skills</li><li>Ability to effectively influence others</li><li>Robust time management and organizational skills</li></ul>The Value You Deliver<ul><li>Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests</li><li>Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client</li><li>Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client</li><li>Collaborate with internal business partners to research and resolve complex client requests</li><li>Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service, Relationship Management, SalesFidelity’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.

High Net Worth Service Associate - Greater Miami, FL Area

<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 - Greensboro, NC

<h3>Job Description:</h3>Your passion to coach, develop, and lead others enables you to build a culture of associate engagement and deliver exceptional business results. You understand the ins and outs of what it takes to be successful and motivate others to achieve their goals. Participant Services associates provide Defined Contribution, Defined Benefit, Tax Exempt, and Health &amp; Welfare education and solutions to our customers with a mission of helping participants navigate their workplace benefits while delivering an extraordinary customer experience. You’ve got the service gene and inspire others to put it to use!The Expertise We’re Looking For<ul><li>2+ years of management experience, preferably in a service-related role</li><li>Call center experience preferred</li><li>College degree or comparable work experience</li><li>Role is remote although you are required to live within 60 miles of Omaha, NE</li></ul>The Purpose of Your RoleYou are an influencer who consistently makes a positive impact. You are passionate about coaching, managing, and leading approximately 20 associates to work collectively towards a common goal. You’re a motivator, energized by a dynamic environment and passionate about change. You can coach to key behaviors that help drive business results and empower others to embrace feedback and cultivate an environment focused on growth and development. You inspire others to create the best customer experience possible. In addition to leading your team, you’ll take a leadership role in a dynamic organization, partnering with your peer managers to build a positive and engaging site culture and associate experience.The Skills You Bring<ul><li>Your exceptional interpersonal and client service skills</li><li>An ability to manage a multi-goal scorecard and develop responsive action plans based on your experience and root cause analysis</li><li>Your ability to coach and engage associates in identifying roadblocks they’re facing and help them overcome obstacles</li><li>You’re a problem-solver and inspire creative solutions</li><li>You have strong communication skills</li><li>You know how to adapt and be flexible when the business changes</li><li>Your proven ability to build relationships across the organization</li></ul>The Value You Deliver<ul><li>Building lifetime relationships and playing a critical role in associate experience</li><li>You will help find opportunities within the business to help create solutions for success</li><li>Supporting associates daily and coaching to desired behaviors</li><li>Cultivating an environment of passion, growth, and development</li><li>Leading others through change</li><li>Implementing standards for optimized delivery performance aligned with industry standard</li><li>Communicating the state of project work to impact results on a site level</li><li>Partnering with different groups across the organization to align and inform others of future development</li><li>Carefully managing, monitoring and reporting results along with assessing and mitigating risk</li></ul>How Your Work Impacts the OrganizationParticipant Services Managers are the front-line leaders of our organization. The effort and success our financial associates bring to the firm is a mirror image of the value you bring. Our associates are the key element to success as we know and believe that an excellent customer experience can turn into a lifetime relationship for Fidelity. Your talent and skills are invaluable and appreciated by all.<h3>Certifications:</h3><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.

Manager, Participant Services- Omaha, NE

<h3>Job Description:</h3>At Fidelity, we help our clients and our associates achieve success through relationships, built on effective planning and advice. With a focus on Financial Consultant development and collaboration, you will be provided with various resources to maximize and ensure successful client outcomes.As a Team Leader of Financial Consultants, you will lead a team of Financial Consultants whose objective is to develop a book of clients - acquire, retain, and develop assets, providing complex financial planning solutions while deepening customer relationships over the long-term. Help team apply knowledge of all investment products and appropriate Fidelity guidance to customer interactions Ensure compliance with regulatory requirements through observing client interactions, reviewing trade logs and employee files, monitoring VP/FC guidance appointments and RM phone interactions.<h3>The Expertise We’re Looking For</h3><ul><li>Previous management or supervisory experience in financial services; Sales management and/or Sales experience preferred</li><li>Your passion to coach, develop and lead others enables you to find happiness in all areas of life. You understand the ins and outs of what it takes to be successful and motivate others to achieve their goals</li><li>Ability to motivate and encourage a team to increasingly higher levels of performance in customer interactions and sales production, and long-term relationships</li><li>Understanding of Fidelity High Net Worth solutions including Managed Accounts and Insurance Solutions</li><li>Desire and ability to assist and develop employees -- includes mentoring and feedback, career development, and handling escalated calls</li><li>Consistent track record of consistently delivering top results</li></ul>​The Purpose of Your Role Our mission is to provide our clients with outstanding service, a long-term relationship, and to ensure clients have a financial plan in place to reach their desired outcomes. We strive to drive business opportunities by building a strong planning and advisory team that will embrace the company vision and cultivate long term client relationships while ensuring high levels of customer loyalty.The Skills You Bring<ul><li>​Outstanding leadership skills and ability to coach and inspire your planning team to grow and develop</li><li>A passion for hiring, mentoring, and developing associates</li><li>Inspired by a real passion for working collaboratively, improving efficiency, and fostering and implementing new insights</li><li>Positive demeanor, empowering business professionalism and strong work ethic with high level of integrity</li><li>Knowledge of financial solutions and planning</li><li>Partner with peers locally and nationally to maintain a culture of collaboration, success, and reward</li><li>Experience with regulatory and compliance practices and rules</li><li>Series 7 and Series 9/10 required, ability to obtain Series 66 within 90 days</li></ul>The Value You Deliver You are a key leader in the Salt Lake City Regional Center and beyond. As someone who leads, recruits, and works closely with other parts of the organization, inclusive team building with diversity of thought process is critical to your success. Develop relationship acumen through dedicated mentoring and coaching.<ul><li>Mentor and develop Financial Consultants to deliver an outstanding experience to our clients</li><li>Encourage your team to drive outstanding planning conversations and long-lasting client relationships</li><li>Contribute to and influence a collaborative and inspiring team culture</li><li>Empower the Financial Consultant team to build personalized plans that support their development towards career goals</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul><h3>Company Overview </h3>At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit Fidelitycareers.comFidelity Investments is an equal opportunity employer.Dynamic working – post pandemicOur aim is to combine the best of working offsite with coming together in person. For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style.Your success and growth is important to us, so you’ll want to enjoy the benefits of coming together in person – face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you.Learn More: <a href="https://jobs.fidelity.com/dynamic-working/" target="_blank">Dynamic Working</a><h3>Certifications:</h3>Series 07 - FINRA, Series 09 - FINRA, Series 10 - 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.

VP, National Investor Center Leader - Salt Lake City, UT

<h3>Job Description:</h3>Do you genuinely enjoy making a difference in the lives of others? If you answered “yes” and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Jacksonville site.In this full-time position, you can apply your skills and knowledge in a significant way every day to help others. Our FCA role is a springboard to an amazing career in which you change the lives of customers! In this customer service role, you will help customers feel more confident, make clearer decisions, and achieve their own financial dreams. You'll assist with a broad range of needs including answering questions about their 401k account balance and helping to make withdrawals, loans, account maintenance, provide education or resources. We commit to investing in you by strengthening your skills, experiences and​ connections that will help advance your career at Fidelity. You do not need a finance background to succeed in this role. ​What to expect…As a new FCA, you’ll learn about the financial services industry, develop your skills, and gain new experiences.<ul><li>Join a training cohort of associates during the first 14 weeks, spending time training to become a Financial Customer Associate. In this phase, you will start with basic customer calls and progress to more sophisticated calls related to our clients 401K plans.</li><li>In the subsequent months, you will continue taking customer calls to develop and hone your skills. There will be time in the day (away from assisting customers) to join team activities, get well-being support, and career coaching.</li><li>Rewards &amp; Recognition: Your achievements will be celebrated as you progress through the program.</li><li>This is a full-time hourly phone position that also offers the opportunity to work extra hours based on the business needs and your availability. You do not need a finance background or a degree to succeed in the role.</li></ul>The Skills You Bring<ul><li>Ability to establish rapport and relationships through effective communication</li><li>Great listening skills, professionalism, and empathy toward others to support the challenges of our diverse customers.</li><li>Adaptability and flexibility to succeed in various work environments (i.e., balancing working from office and home, overtime, etc.)</li><li>Proficiency in navigating and troubleshooting basic technology issues or systems.</li><li>Handle a variety of situations and conversations driving towards a resolution suitable for all</li><li>Self-motivated teammate with strong social skills who brings energy and passion to the team</li><li>Minimum 1 year of customer service experience</li><li>High School diploma or GED required</li></ul>The Value You Deliver<ul><li>A passion for helping people</li><li>Desire for continuous learning, applying new concepts, and using training and experience to assist with decision-making</li><li>Provide outstanding customer service and communication via voice or digital channels</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.Sound too good to be true? See for yourself and learn more about our benefits offerings:<ul><li>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: <a href="https://www.youtube.com/watch?v=k3eVjXbsVA4" target="_blank">Benefits at Fidelity Investments (opens in a new tab)</a></li><li>Click to learn more about <a href="https://youtu.be/-i_EHywUnjw" target="_blank">Training Opportunities at Fidelity (opens in a new tab)</a> and how we support our associates</li></ul>Shifts and Hours: Monday – Friday. Training hours are 8:30am – 5:00pm EST and post training must be able to work an 8hr shift between the hours of 8:30am – 8:30om ESTNote: Fidelity will not provide immigration sponsorship for this position.<h3>Certifications:</h3><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 Customer Associate - Jacksonville

Financial Services Representative - Peoria, AZ

<h3>Job Description:</h3>Team Leader, Client ServicesPlease note, this position is available at a Grade 5 or 6“Fidelity 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 everyone is treated with kindness, compassion and respect.” Abby Johnson | Chairman &amp; CEO Fidelity InvestmentsIs it time to explore new challenges in your career?With a focus on employee development and collaboration, as a Team Leader in our Regional Center, you'll have the resources at your disposal to succeed on each count.The Expertise We’re Looking For<ul><li>Proven Leadership Experience</li><li>Previous Management or Leadership Experience in financial services is a plus</li><li>Series 7, 63, 9/10 licenses preferred or able to obtain within 120 days</li></ul>The Purpose of Your RoleThe Team Leader is a key member of the Regional Center Client Services group providing leadership to a team of licensed associates. Their primary responsibility is to lead, coach, and develop the team to drive exceptional customer experiences and build lifetime relationships with our customers.The Skills You Bring<ul><li>Your outstanding mentoring and leadership skills, and ability to empower associates to grow and develop</li><li>Your ability to balance leadership and supervisory responsibilities</li><li>Your ability to partner with peers locally and nationally to maintain a culture of collaboration, success and reward</li><li>Your experience with regulatory and compliance practices and rules</li><li>Your relationship expertise, leading with empathy and enhancing team cohesion</li></ul>The Support You ReceiveWe want to ensure your success as you take on this new leadership role and have everything you need beginning day one. New leaders will go through an onboarding program focused on giving leaders the skills needed prior to leading their team and will also receive continued development throughout their leadership career.Our Investments in YouWe believe it is important to approach life holistically. Our <a href="https://go.fidelity.com/ggbzd" target="_blank">benefit programs</a> are designed to assist you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:<ul><li>We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements</li><li>Click to hear from a few of our associates about the outstanding benefits Fidelity offers: <a href="https://www.bing.com/videos/search?q=Fidelity+Investments+YouTube&amp;&amp;view=detail&amp;mid=E5CC2F036E6425D7933FE5CC2F036E6425D7933F&amp;&amp;FORM=VRDGAR&amp;ru=%2Fvideos%2Fsearch%3Fq%3DFidelity%2BInvestments%2BYouTube%26FORM%3DVRIBQP" target="_blank">Benefits at Fidelity Investments</a></li></ul>The Value You Deliver<ul><li>Coaching and developing a team of associates to deliver an outstanding experience to our clients</li><li>Enabling your team to drive outstanding client service interactions/ results</li><li>Helping associates realize their own personal definitions of success</li><li>Ability to inspire associates to deliver their best</li><li>Partnering with associates to build personalized plans that support their development towards career goals</li><li>Protecting the Fidelity brand through active supervision of associate interactions and transactions</li><li>Being coachable, collaborative, and curious are your "go to" attributes</li></ul>We believe in being #Different TogetherFidelity’s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences such as military service, women’s leadership or environmental sustainability, who come together to create a positive, inclusive workplace for all employees.We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.<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.

Team Leader, Client Services

Join our Team and make a difference! Orange Water and Sewer Authority (OWASA) strives to be our community’s trusted partner for clean water and environmental protection. Through teamwork and partnership, we work together to deliver valuable water and sewer services that are essential to our community. Our Customer Service and Billing Team plays a very important role in ensuring that all our customers receive and understand the value of our services.&nbsp;OWASA is seeking a Customer Service Supervisor to provide our Customer Service and Billing Team with resources to deliver excellent customer service, leadership, and coaching. The ideal candidate should have the desire to understand customer needs and the ability to provide guidance on improving the customer experience.&nbsp;&nbsp;Duties include:&nbsp;<ul><li>Lead, coach and mentor 2-3 Customer Service Representatives.&nbsp;&nbsp;</li><li>Create and deliver training programs to develop the skills of customer service representatives; monitor performance and give feedback to customer service representatives; design and implement customer service standards and guidelines to ensure consistent and exceptional service delivery.&nbsp;</li><li>Monitor and measure key performance indicators related to customer service and satisfaction; Establish mechanisms to collect customer feedback; Monitor and analyze customer feedback; Develop strategies to respond to customer feedback.&nbsp;</li><li>Interact and assist customers; process payments; work with staff to meet customer service requests; resolve customer complaints; set-up service connections and disconnections including disconnections due to non-payment; research payment transactions; process billing adjustments and re-bills; help customers set-up bank drafts; calculate and process leak adjustments; process customer credit checks; collect security deposits from customers; process property management agreements; set-up extensions of payments for customers.&nbsp;</li><li>Serve as the first point of customer issue escalation.&nbsp;</li><li>Oversee customer calls and interactions; investigate technology that will directly help customers and help staff better assist customers.&nbsp;</li><li>As a member of the leadership team, participate in organizational leadership training and development.&nbsp;</li></ul>Position Requirements:  &nbsp;<ul><li>Associate degree in Business Administration or related field of study and four years of customer service experience to include at least one year in a supervisory role, or an equivalent combination of education and experience. &nbsp;</li><li>Within one year of hire, earn Certified Client Service Specialist designation and maintain continuing education requirements (with support from OWASA). &nbsp;</li><li>Positive attitude, a high level of attention to detail, and the desire to be part of an amazing team. &nbsp;</li></ul>Team members are our most important resource. Pay and Benefits include:&nbsp;<ul><li>Salary range is $64,067 - $96,100&nbsp;</li><li>Membership in the NC Local Government Employee Retirement System (pension plan) &nbsp;</li><li>5% Employer 457 plan contribution  &nbsp;</li><li>Retirement health savings account &nbsp;</li><li>Employer paid Health, Dental, Vision, Life insurance, Long-term Disability  &nbsp;</li><li>12 Paid Holidays &nbsp;</li><li>Ability to telework up to two days per week after six months of successful employment&nbsp;&nbsp;</li><li>Vacation, Sick, Personal, Bereavement, and Parental Leave&nbsp;</li><li>Educational Reimbursement &nbsp;</li><li>Bonus Pay for Additional Certifications and/or Education   &nbsp;</li><li>Ability to transfer unused sick leave from previous NC Local Government or State agency employer  &nbsp;</li></ul>OWASA is an Equal Opportunity Employer committed to continuous improvement, sustainability, creativity, diversity, equity, inclusion and belonging. Visit <a href="http://www.owasa.org/" target="_blank">www.owasa.org</a> to apply for this excellent opportunity. This recruitment will close on March 14, 2025.&nbsp;

Orange Water and Sewer Authority (OWASA)

Customer Service Supervisor 

<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 below: Edina, Oakdale, Minnetonka, Brookfield, MiddletonAs a High Net Worth Representative, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.The Team While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.The Expertise You Have<ul><li>Series 7 required</li><li>Series 63 or ability to obtain within 90 days</li><li>2-3 years of previous financial services experience</li></ul>The Skills You Bring<ul><li>Broad based knowledge and understanding of general financial planning concepts</li><li>Proven customer service, client support and problem resolution skills</li><li>Strong verbal and written communication skills</li><li>Ability to effectively influence others</li><li>Robust time management and organizational skills</li></ul>The Value You Deliver<ul><li>Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests</li><li>Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client</li><li>Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client</li><li>Collaborate with internal business partners to research and resolve complex client requests</li><li>Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request</li></ul>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<h3>Category:</h3>Customer Service, Relationship Management, Sales

89 Customer Service / Client Services Jobs