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<h3>Job Description:</h3><h3>Financial Representative</h3><p>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.</p><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 63 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><p>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.</p><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, Series 65 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Fidelity Investments

Financial Representative - Novi, MI

<strong>Take your career further with McLane!  </strong><br><br>The McLane team is the driving force behind our success. A diverse group of professionals, from Sales and IT to Dispatchers and Mechanics, work together seamlessly to keep our operations running smoothly. Their dedication, expertise, and collaborative spirit are essential to achieving our goals and supporting other teams within the organization. As a member of our team, you'll have the chance to learn from industry leaders, develop your skills, and build lasting connections with colleagues nationwide. <br><br>Under direct supervision and through initial training, this position handles routine customer service cases. Achieves customer satisfaction with accurate, timely, and consistent information. <br><br><strong>Benefits you can count on:</strong><br><ul><li>Generous benefits that start on your 60th day: medical, dental, and vision insurance, FSA/HSA and company-paid life insurance.</li><li>Earn vacation time, and sick leave accrual from day one and paid holidays after 90 days.</li><li>401(k) Profit Sharing Plan after 90 days.</li><li>Additional benefits: pet insurance, parental leave, employee assistance programs, discount programs, tuition reimbursement program, and more!</li></ul><br><strong>What you'll do as a Customer Service Representative I:</strong><br><ul><li>Maintain customer files to ensure up to date information.</li><li>Research and respond to customer inquiries.</li><li>Manage customer requests for assistance, information, and issue resolution.</li><li>Provide accurate and consistent responses to customer concerns and questions, taking immediate action to ensure customer needs are met.</li><li>Maintain regular communication with decision makers within customer organizations.</li><li>Train customers on various business issues and applications to maximize value.</li><li>Respond to various customer requests and needs.</li><li>Answer inquiries by phone, email, and internet response.</li><li>Perform other duties as needed or assigned by supervisor.</li><li>Other duties may be assigned. </li></ul><br><strong>Qualifications you'll bring as a Customer Service Representative I:</strong><br><ul><li>High School Diploma or GED.  </li><li>Up to 2 years of experience in a customer service role.</li><li>Ability to type 45 wpm and perform 10-key by touch.</li><li>Strong verbal and written communication skills, and organization and planning skills.</li><li>Knowledge and experience with Microsoft office applications.</li><li>Ability to prioritize pending tasks in a logical manner.</li><li>Ability to learn quickly and retain information. </li><li>This position requires the ability to read, write, and understand English at a level sufficient to perform job-related tasks effectively and safely. This includes understanding work instructions, safety protocols, and communications essential to the role. The requirement is directly related to the nature of the job and ensures compliance with workplace safety and operational standards.</li></ul><br><strong>Fit the following? We want you here!      </strong><br><ul><li>Teamwork oriented</li><li>Organized</li><li>Problem solver</li><li>Detailed </li></ul><br><strong>Our roadmap. Our story.  </strong><br><br>We've been forging our path as a leader in the distribution industry since 1894. Building an expansive nationwide network of team members for 130+ years has allowed us to stay agile for our clients across the restaurant, retail, and e-commerce industries. We look to the future and are ready to continue making industry-defining moves by embracing the newest technology into our practices, continuing team member training, and emphasizing our people-centered culture.  <br><br>Candidates may be subject to a background check and drug screen, in accordance with applicable laws.  <br><br>All applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. <br><br>For our complete EEO and Pay Transparency statement, please visit <a href="https://www.mclaneco.com/legal/employment/" target="_blank">https://www.mclaneco.com/legal/employment/</a>

McLane

Representative, Customer Service I

<h2><strong>Job Summary</strong></h2><p>The Museum Store Associate supports the Getty stores as a professional and outgoing sales associate, operates a POS system, applies basic computer skills, and engages visitors in a friendly and professional manner.&nbsp; Museum Store Associates also manage financial transactions and assist with store upkeep, including inventory maintenance and routine cleaning.&nbsp;</p><h2><strong>Major Job Responsibilities</strong></h2><ul><li>Provides excellent customer service, ensuring a positive guest experience</li><li>Efficiently and accurately operate point-of-sale (POS) registers</li><li>Handles financial transactions responsibly with accuracy according to department procedures</li><li>Exhibits knowledge of store merchandise, exhibitions, events, and an understanding of Getty policies and procedures specific to the assigned work location</li><li>Prepares store and/or satellite locations by restocking displays, maintaining store cleanliness, and preserving the overall presentation of the retail space</li><li>May be assigned shifts in the warehouse or at an alternate store location</li></ul><h2><strong>Qualifications</strong></h2><ul><li>High School Diploma/GED</li><li>1-2 years retail experience preferably in a museum, specialty, or book store</li></ul><h2><strong>Knowledge, Skills, and Abilities</strong></h2><ul><li>Reliable, punctual, and committed to providing a friendly guest experience</li><li>Strong sales skills with an emphasis on customer engagement</li><li>Excellent verbal communication and interpersonal skills</li><li>Demonstrated proficiency in operating a point-of-sale (POS) system</li><li>Ability to stand for up to 3 hours at a time</li><li>Capable of lifting items up to 38 pounds, pushing merchandise carts (weighing 55 lbs. to 100 lbs.) between store locations, operating hand trucks, and climbing ladders</li><li>Ability to work a flexible weekly schedule, including evening shifts and weekends</li><li>Ability to work across various store locations, including outdoor settings</li><li>Willingness to learn and maintain knowledge of store merchandise and Getty policies and procedures specific to the assigned work location (Getty Center or Villa)</li></ul>

The J. Paul Getty Trust

Museum Store Associate, Getty Center (PT)

Financial Representative - Sugar Land, TX

Financial Representative - Houston, TX (Highland Village)

<strong>Take your career further with McLane!</strong><br><br>McLane teammates, the driving force behind our success, are diverse professionals who work together seamlessly to keep our operations running smoothly. As a teammate, you will pair your dedication, expertise, and collaborative spirit with your fellow teammates to serve America's most beloved brands. McLane leaders think long-term, act with purpose, and inspire high performance. They lead with accountability, communicate clearly, and drive results through collaboration, innovation, and continuous growth. They empower each teammate to learn from industry leaders, develop their skills, and build lasting connections nationwide.  <br><br><strong>The Customer Service Manager builds positive, interactive relationships with McLane's customers from the restaurant level to the corporate home office.    </strong><br><br><strong>Benefits you can count on: </strong><br><ul><li>Day 1 Benefits: medical, dental, and vision insurance, FSA/HSA, and company-paid life insurance </li><li>Paid time off begins day one.</li><li>401(k) Profit Sharing Plan after 90 days.</li><li>Additional benefits: pet insurance, maternity/paternity leave, employee assistance programs, discount programs, tuition reimbursement program, and more!</li></ul><br><strong>What you'll do as a Customer Service Manager: </strong><br><ul><li>Supervise and lead the Customer Service and Data Processing departments, processing orders and generating shipping and invoicing paperwork.   </li><li>Provide a friendly and supportive environment for customers; resolve problems; handle credits, order revisions, special deliveries, routing requests, billing questions, and any other customer inquiries.  </li><li>Execute customer promotions and monitor inventory before, during, and after the promotion ends.   </li><li>Work with Supply Chain Services and all Distribution Center departments to ensure full customer satisfaction.  </li><li>This position has additional responsibilities. Special projects may be assigned at the position supervisor's discretion.  </li></ul><br><strong>Qualifications you'll bring as a Customer Service Manager: </strong><br><ul><li>Have previous work experience in a progressively responsible foodservice distribution position with some supervisory/management responsibilities.  </li><li>Have a solid working knowledge of principal foodservice disciplines, including purchasing, customer service, accounting, warehousing, and transportation. </li><li>AS/400 experience is preferred. </li><li>Be competent with Microsoft Office programs (Excel, Outlook, Word). </li><li>This position requires the ability to read, write, and understand English at a level sufficient to perform job-related tasks effectively and safely. This includes understanding work instructions, safety protocols, and communications essential to the role. The requirement is directly related to the nature of the job and ensures compliance with workplace safety and operational standards.</li></ul><br><strong>Fit the following? We want you here!       </strong><br><ul><li>Teamwork oriented </li><li>Organized </li><li>Problem solver </li><li>Detailed</li></ul><br><strong>Our roadmap. Our story.  </strong><br><br>We've been forging our path as a leader in the distribution industry since 1894. Building an expansive nationwide network of team members for 130+ years has allowed us to stay agile for our clients across the restaurant, retail, and e-commerce industries. We look to the future and are ready to continue making industry-defining moves by embracing the newest technology into our practices, continuing team member training, and emphasizing our people-centered culture.  <br><br>Candidates may be subject to a background check and drug screen, in accordance with applicable laws.  <br><br>All applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.<br><br>For our complete EEO and Pay Transparency statement, please visit <a href="https://www.mclaneco.com/legal/employment/" target="_blank">https://www.mclaneco.com/legal/employment/</a>

Customer Service Manager

<h3>Job Description:</h3><h3>Financial Representative</h3><p>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.</p><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><p>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.</p><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 66 - FINRA<h3>Category:</h3>Customer Service<p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p>

Financial Representative - Fairlawn, OH

<p><strong>EXCELLENT PAY AND BENEFITS!</strong></p><p>Be a part of one of the most successful financial institutions in the country!!&nbsp;</p><p>Star One Credit Union is one of Silicon Valley's largest, member-owned financial institutions. Star One offers financial services to more than 129,000 members worldwide. With assets over $9 billion, Star One is ranked 19th in total assets among over 4,900 credit unions nationally. For ten years in a row,&nbsp;Star One has been ranked #1 by the America's Credit Unions for providing the highest direct financial benefit to the members we serve.</p><p>We offer&nbsp;<strong>AMAZING BENEFITS&nbsp;</strong>that help keep our employees healthy and shining bright!!!</p><ul><li>401(k) Plan, Match, and Profit Sharing</li><li>Annual Wellness Benefit&nbsp;</li><li>Education Assistance</li><li>Employee Loan Discounts&nbsp;</li><li>Medical, Dental, and Vision (Effective date of hire)</li><li>Paid Holidays</li><li>Paid Time Off Program&nbsp;</li><li>Staff Incentive Variable Pay (Bonus)</li></ul><p><strong>Job Title:&nbsp; Personal Banker</strong></p><p><strong>Hours:</strong>&nbsp; Monday-Thursday 8:45 am - 5:30 pm, Friday 8:45 am - 6:30 pm, and rotating Saturdays 8:30 am - 2:45 pm (with a day off during the week&nbsp;</p><p><strong>Salary Range: $51,200 - $70,300&nbsp;</strong>which is base pay.&nbsp;&nbsp;</p><p>Compensation will be based on candidate qualifications.&nbsp;</p><p><strong>Job Scope/Duties</strong></p><ul><li>Responsible for providing consultative member support during the new account and consumer loan application process.</li><li>Reviews and analyzes loan applications and supporting documentation.</li><li>Advises members of policies, rates and terms.</li><li>Acts as a primary contact for members by providing application status and collecting documentation.</li><li>Books consumer loans, disburses funds and explains loan documents and approved loan terms.</li><li>Completes member requests for loan modifications.</li><li>Provides account and loan servicing support as needed.</li><li>Stays informed of all products, services and operational procedures.</li><li>Supports community and business development efforts.</li><li>Processes all transaction requests and provides assistance to other branches and departments as needed.</li></ul><p><strong>Experience/Minimum Education Requirements</strong></p><ul><li>Two to four years of current and progressive experience within a financial institution, preferably in a personal banking role.</li><li>Sales and service experience in a branch environment is preferred.</li><li>Bachelor’s degree in Business Administration, Accounting, Finance, or the equivalent level of education and experience.</li><li>Notary designation required. Mortgage Loan Originator (MLO) registration is required upon employment.</li></ul><p><strong>Knowledge/Skills/Abilities</strong></p><ul><li>Requires strong written and verbal communications skills.</li><li>Ability to learn and retain banking regulatory information and requirements.</li><li>Must be proficient with technology (computers, iPads, mobile phones, tablets) and Microsoft Office applications.</li><li>Fosters and maintains a strong service culture by providing excellent internal and external service.</li><li>Ability to work in a fast-paced environment while handling multiple tasks and competing priorities.</li><li>Must be a strong team player with the ability to work in a diverse group or as an individual contributor.</li></ul><p>MUST HAVE GOOD CREDIT.</p><p>We are a proud Equal Opportunity/AAP Employer M/F/Vet/Disabled</p><h2><a href="https://www.starone.org/careers/?gnk=job&amp;gni=8a78859e97ae196f0197e647d0ff4013&amp;gns=Veterans+Connect" target="_blank"><strong>APPLY HERE</strong></a></h2>

Star One Credit Union

Personal Banker

<h3>Job Description:</h3><h3>Financial Representative</h3><p>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.</p><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><p>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.</p><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 - $70,000 per year. <p>Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.</p><p>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. </p><p><br>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.</p><p>Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.</p><p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p><h3>Certifications:</h3>Series 07 - FINRA, Series 66 - FINRA<h3>Category:</h3>Customer Service

Financial Representative - Fort Collins, CO

<h3><strong>Financial Services Associate - <em>Testing and Reporting Services (TRS)</em></strong></h3> <p>Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Financial Services Associate to work in Westlake, TX.<br> <br> <strong>*** This is a true 3 month contract that starts in December 1st***</strong></p> <p><strong>*** Hybrid schedule - but will be in office entirety for December for training ***</strong><br> <br> <strong>The Role</strong></p> <p>The Financial Services Associate-Testing and Reporting Services (TRS), as part of Fidelity’s Workplace Investing organization, is responsible for working with Fidelity's retirement plan sponsors to assure that all necessary information is supplied in an accurate and timely manner to complete their Nondiscrimination testing and Forms 5500/8955-SSA. The representative will be responsible for handling inbound telephone calls via the Testing &amp; Reporting Services Helpline which typically involves assisting plan sponsors with completing their online testing questionnaires, uploading their census data and answering general questions about the Testing and Forms 5500/8955-SSA processes.</p> <p>The representative will have strong professional and client interaction skills. Efficiency and accuracy are essential to ensuring completion of all incoming business under an extremely tight deadline.</p> <p><strong>The Expertise and Skills You Bring </strong></p> <ul> <li>Bachelor's degree or equivalent work experience preferred. </li><li>One to two years of customer service experience, preferably in the financial services / benefits industry, or experience with defined contributions. </li><li>Personal computer proficiency required: Windows Office and web-based applications experience preferred. </li><li>Outstanding organization, multi-tasking and time management skills </li><li>Detail, process and goal-oriented </li><li>Phenomenal client communication skills, especially by phone </li><li>Strong computer skills with an emphasis on Microsoft Excel </li><li>General knowledge of 401k industry a plus but not required </li></ul> <h3><strong>Dynamic Working</strong></h3> <p>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. <strong>Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.</strong></p>

141 Customer Service / Client Services Jobs