Fidelity Investments
Jacksonville, FL, USA
Do you enjoy helping others? Are you the “go to person“ at work or in your community? Would your friends and family describe you as friendly and resourceful? We really should talk.
The Expertise We’re Looking For
Relationship building skills
Commitment to customers
Experience in service, healthcare, or hospitality in people facing industries are strongly preferred.
This is a full time hourly position that offers the opportunity for overtime based on the business needs and your availability.
The Purpose of Your Role
You bring your passion, we’ll invest in you. Yes, we are in financial services, but not in the competitive and old-fashioned way you might be thinking. We offer an industry-leading, paid development program that will prepare you to engage with customers while obtaining your Series 7 and 63 licenses where you will learn all about the financial services industry products. These inbound phone calls can range from something as simple as an account balance inquiry to the complexity of helping inform difficult financial decisions, but your mission remains the same: help customers feel more confident, make clearer decisions, and achieve their own financial dreams.
The Skills You Bring
Your unwavering commitment to customers
Desire to learn and dedication to study and apply a new concepts in order to obtain your financial licenses
The Value You Deliver
At Fidelity, collaboration isn’t just about working together in our small teams; it’s about improving lives together. Our success as a firm is due to the personal responsibility and pride our associates take in getting things just right, and the compassion that drives us to go the extra mile for our customers and each other. We ask for and act on our associates’ input on everything from busting through customer issues to designing our workspaces.
Your Life
We believe that a balanced life is important. Our benefit programs are designed to help you and your loved ones balance the needs of work, life and family. Sound too good to be true? See for yourself and learn more about our benefit offerings.
https://go.fidelity.com/ggbzd
Click Here for a news story about how we are helping our employees payback their student loan debt.
Fidelity Investments was recognized as the Glassdoor Candidates’ Choice Awards for 2015 and CareerBliss 50 Happiest Companies in 2015.
Apply now to learn more!
**This role is also branded as Financial Customer Representative for marketing purposes. You only need to apply to one for consideration**
Company Overview
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. To do this well, as a privately held company, we place a high degree of value in nurturing a work environment that attracts the best talent and reflects our commitment to being an employer of choice. For information about working at Fidelity, visit Fidelitycareers.com
Fidelity Investments is an equal opportunity employer
Do you enjoy helping others? Are you the “go to person“ at work or in your community? Would your friends and family describe you as friendly and resourceful? We really should talk.
The Expertise We’re Looking For
Relationship building skills
Commitment to customers
Experience in service, healthcare, or hospitality in people facing industries are strongly preferred.
This is a full time hourly position that offers the opportunity for overtime based on the business needs and your availability.
The Purpose of Your Role
You bring your passion, we’ll invest in you. Yes, we are in financial services, but not in the competitive and old-fashioned way you might be thinking. We offer an industry-leading, paid development program that will prepare you to engage with customers while obtaining your Series 7 and 63 licenses where you will learn all about the financial services industry products. These inbound phone calls can range from something as simple as an account balance inquiry to the complexity of helping inform difficult financial decisions, but your mission remains the same: help customers feel more confident, make clearer decisions, and achieve their own financial dreams.
The Skills You Bring
Your unwavering commitment to customers
Desire to learn and dedication to study and apply a new concepts in order to obtain your financial licenses
The Value You Deliver
At Fidelity, collaboration isn’t just about working together in our small teams; it’s about improving lives together. Our success as a firm is due to the personal responsibility and pride our associates take in getting things just right, and the compassion that drives us to go the extra mile for our customers and each other. We ask for and act on our associates’ input on everything from busting through customer issues to designing our workspaces.
Your Life
We believe that a balanced life is important. Our benefit programs are designed to help you and your loved ones balance the needs of work, life and family. Sound too good to be true? See for yourself and learn more about our benefit offerings.
https://go.fidelity.com/ggbzd
Click Here for a news story about how we are helping our employees payback their student loan debt.
Fidelity Investments was recognized as the Glassdoor Candidates’ Choice Awards for 2015 and CareerBliss 50 Happiest Companies in 2015.
Apply now to learn more!
**This role is also branded as Financial Customer Representative for marketing purposes. You only need to apply to one for consideration**
Company Overview
At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. To do this well, as a privately held company, we place a high degree of value in nurturing a work environment that attracts the best talent and reflects our commitment to being an employer of choice. For information about working at Fidelity, visit Fidelitycareers.com
Fidelity Investments is an equal opportunity employer
Fidelity Investments
Jacksonville, FL, USA
As 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
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
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
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
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
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
Company Overview
At Fidelity, we are focused on 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.com
Fidelity Investments is an equal opportunity employer.
As 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
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
The Skills You Bring
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
The Value You Deliver
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
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
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
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request
Company Overview
At Fidelity, we are focused on 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.com
Fidelity Investments is an equal opportunity employer.
State of California Franchise Tax Board
Rancho Cordova, CA, USA
Tax Tech: 60 semester or 90 quarter units of college which must include at least two courses in basic accounting or at least one course each in basic accounting and business or commercial law (persons who will complete the course work requirements during the current quarter or semester will be admitted to the examination, but they must produce evidence of successful completion of the curriculum and the prescribed courses before they may be considered eligible for appointment). OR Three years of increasingly responsible experience in a financial, commercial, or governmental establishment, at least one year of which shall include one or a combination of activities involving the (1) marketing, distribution, and sale of merchandise; (2) approval of loans; (3) collection on delinquent accounts; or (4) contact of client-customer services which involves the explanation of policies, regulations, or procedures for a public agency or private institution such as a bank, insurance company, credit bureau, or title company.
Compliance Representative: One year of experience, or the equivalent, in one or a combination of the following:
Management activities, as owner or manager of a business, in the marketing, distribution, and sale of merchandise, which requires broad public or customer contacts. or
Activities as a credit manager, loan officer, or collector with responsibilities involving the approval of loans or credit or the collection of delinquent accounts. or
Tax compliance or debt collection experience in a governmental agency comparable in responsibility to that of a Tax Technician, Franchise Tax Board, in the California state service.
AND
Equivalent to completion of 60 semester or 90 quarter units of college, which must include at least one course each in basic accounting or Federal or State taxation and business or commercial law. Students who have completed at least 30 semester or 45 quarter units of college will be admitted to the examination, but must produce evidence of completion of the 60 or 90 units before they can be considered eligible for appointment. (Applicants must indicate the following regarding the required courses: title, number of units, name of institution, and completion date.) Additional experience may be substituted for the required general education on the basis of one year of experience being equal to 30 semester or 45 quarter units. No substitution is permitted for the specific course work required.
Tax Program Technician: Two years of experience in a governmental, financial, or private organization, in one or a combination of the following:
Extensive customer/public contact with primary responsibility for receiving, resolving, or adjusting customer accounts, including the ability to resolve collection accounts and interpret technical or regulatory information. or
Activities which provide knowledge of the regulations and policies governing the tax and nontax programs of the Franchise Tax Board.
Key Data Operator: Candidates must be familiar with a standard alphabetic keyboard such as that on a typewriter, key punch or key entry machine.
Tax Tech: 60 semester or 90 quarter units of college which must include at least two courses in basic accounting or at least one course each in basic accounting and business or commercial law (persons who will complete the course work requirements during the current quarter or semester will be admitted to the examination, but they must produce evidence of successful completion of the curriculum and the prescribed courses before they may be considered eligible for appointment). OR Three years of increasingly responsible experience in a financial, commercial, or governmental establishment, at least one year of which shall include one or a combination of activities involving the (1) marketing, distribution, and sale of merchandise; (2) approval of loans; (3) collection on delinquent accounts; or (4) contact of client-customer services which involves the explanation of policies, regulations, or procedures for a public agency or private institution such as a bank, insurance company, credit bureau, or title company.
Compliance Representative: One year of experience, or the equivalent, in one or a combination of the following:
Management activities, as owner or manager of a business, in the marketing, distribution, and sale of merchandise, which requires broad public or customer contacts. or
Activities as a credit manager, loan officer, or collector with responsibilities involving the approval of loans or credit or the collection of delinquent accounts. or
Tax compliance or debt collection experience in a governmental agency comparable in responsibility to that of a Tax Technician, Franchise Tax Board, in the California state service.
AND
Equivalent to completion of 60 semester or 90 quarter units of college, which must include at least one course each in basic accounting or Federal or State taxation and business or commercial law. Students who have completed at least 30 semester or 45 quarter units of college will be admitted to the examination, but must produce evidence of completion of the 60 or 90 units before they can be considered eligible for appointment. (Applicants must indicate the following regarding the required courses: title, number of units, name of institution, and completion date.) Additional experience may be substituted for the required general education on the basis of one year of experience being equal to 30 semester or 45 quarter units. No substitution is permitted for the specific course work required.
Tax Program Technician: Two years of experience in a governmental, financial, or private organization, in one or a combination of the following:
Extensive customer/public contact with primary responsibility for receiving, resolving, or adjusting customer accounts, including the ability to resolve collection accounts and interpret technical or regulatory information. or
Activities which provide knowledge of the regulations and policies governing the tax and nontax programs of the Franchise Tax Board.
Key Data Operator: Candidates must be familiar with a standard alphabetic keyboard such as that on a typewriter, key punch or key entry machine.
Wurth USA
Boston, MA, USA
Wurth USA is expanding nationwide! We are strengthening our sales force, expanding our product line, and improving on an already outstanding service offering. With almost 50 years of experience, our company partners with customers across the country to provide solutions, fasteners, chemicals, tools and inventory management to the auto, trucking, boating, busing and fleet industry. We are part of the Wurth Group of companies, the largest company of its kind with over $13 billion in sales and 70,000 employees worldwide!
As part of our expansion, we are seeking individuals motivated by the thrill of the challenge, the satisfaction of building new partnerships, and the ability to earn an uncapped income, to join our sales team! As an Outside Sales Representative, you will find and cultivate new business opportunities and facilitate growth within existing accounts. Key responsibilities of an Outside Sales Representative include:
Engage decision makers through face to face, outside sales calls and prospecting
Manage a territory, making 8-12 daily sales outside sales calls on automotive and/or trucking & fleet repair facilities
Represent self as a consultative partner by understanding a customer's business needs and providing solutions
Provide value added services such as ordering of product, inventory management and problem solving
Differentiate the quality of WURTH products and services from the competition through presentations and demonstrations
What WURTH USA Offers You:
Consistent uncapped income with base, bonus, and commission components
Company vehicle and fuel expense allowance
Monthly product demo allowance
In-house sales academy and on the job education and training; We invest in you!
Excellent opportunity for advancement
Outstanding benefits package including medical, dental, vision, 401(k) with match, vacation, business partner discounts, tuition reimbursement.
Please apply through the Wurth USA Career Center and complete a brief online application.
Wurth USA is an Equal Opportunity Employer
No agencies or recruiters please!
Why WURTH?
We believe in training and developing our team and promoting from within.
We have a superb team of researchers and developers devoted to crafting the best auto repair supplies in the automotive industry.
We believe it's our obligation to be environmentally responsible and offer a complete line of green products
We have a network of 4 distribution centers allowing us to deliver the WURTH branded product directly to our customers in 48-72 hours with an exceptional 98.5% fill rate.
We have partnerships with internationally known, world class organizations in the industry.
Requirements:
Some sales experience is a plus but we welcome both entry level and seasoned sales professionals to join our team
Automotive or trucking parts and service experience is a plus
Must bring a high level of enthusiasm, energy and desire to be successful
Ability to connect with decision makers and build lasting relationships
Comfortable hunting new business
Willingness to learn and adapt
Hands on individual that is willing to roll up their sleeves and get their hands dirty sometimes
Proficient in MS Office Outlook, Excel, Word
Valid driver's license
Wurth USA is expanding nationwide! We are strengthening our sales force, expanding our product line, and improving on an already outstanding service offering. With almost 50 years of experience, our company partners with customers across the country to provide solutions, fasteners, chemicals, tools and inventory management to the auto, trucking, boating, busing and fleet industry. We are part of the Wurth Group of companies, the largest company of its kind with over $13 billion in sales and 70,000 employees worldwide!
As part of our expansion, we are seeking individuals motivated by the thrill of the challenge, the satisfaction of building new partnerships, and the ability to earn an uncapped income, to join our sales team! As an Outside Sales Representative, you will find and cultivate new business opportunities and facilitate growth within existing accounts. Key responsibilities of an Outside Sales Representative include:
Engage decision makers through face to face, outside sales calls and prospecting
Manage a territory, making 8-12 daily sales outside sales calls on automotive and/or trucking & fleet repair facilities
Represent self as a consultative partner by understanding a customer's business needs and providing solutions
Provide value added services such as ordering of product, inventory management and problem solving
Differentiate the quality of WURTH products and services from the competition through presentations and demonstrations
What WURTH USA Offers You:
Consistent uncapped income with base, bonus, and commission components
Company vehicle and fuel expense allowance
Monthly product demo allowance
In-house sales academy and on the job education and training; We invest in you!
Excellent opportunity for advancement
Outstanding benefits package including medical, dental, vision, 401(k) with match, vacation, business partner discounts, tuition reimbursement.
Please apply through the Wurth USA Career Center and complete a brief online application.
Wurth USA is an Equal Opportunity Employer
No agencies or recruiters please!
Why WURTH?
We believe in training and developing our team and promoting from within.
We have a superb team of researchers and developers devoted to crafting the best auto repair supplies in the automotive industry.
We believe it's our obligation to be environmentally responsible and offer a complete line of green products
We have a network of 4 distribution centers allowing us to deliver the WURTH branded product directly to our customers in 48-72 hours with an exceptional 98.5% fill rate.
We have partnerships with internationally known, world class organizations in the industry.
Requirements:
Some sales experience is a plus but we welcome both entry level and seasoned sales professionals to join our team
Automotive or trucking parts and service experience is a plus
Must bring a high level of enthusiasm, energy and desire to be successful
Ability to connect with decision makers and build lasting relationships
Comfortable hunting new business
Willingness to learn and adapt
Hands on individual that is willing to roll up their sleeves and get their hands dirty sometimes
Proficient in MS Office Outlook, Excel, Word
Valid driver's license
