Accounting Assistant Salary in Salt Lake City, UT

Job Title Assistant Property Manager Job Description Summary The Assistant Property Manager is responsible for assisting in all areas defined as a part of the Sr. Assistant Property Manager job description, as well as performing property administrator job duties if there is no property administrator role on the team. The Assistant Property Manager will ensure a high level of professionalism and foster positive relationships with tenants and clients. Job Description ESSENTIAL FUNCTIONS AND RESPONSIBILITIES• Provide full administrative support, including phone support, typing, reports, filing and distribution of correspondence. Coordinate office supplies in absence of a property administrator• Assist in lease administration activities, including abstracting leases and keeping our database current• Ensure all property files are prepared and maintained in an orderly and logical manner, including leases and contracts• Prepare and coordinate bid proposals and service contracts• Obtain aging report for management and follow up on all delinquencies, utilizing C&W or client-directed policies• Ensure invoices are processed in accounting with appropriate back-up and according to established procedures• Coordinate tenant move ins and move outs, including furniture delivery and pick up• Oversee maintenance of work order and purchase order systems• Responsible for aspects of development and maintenance of a comprehensive Tenant Service Package, including tenant handbooks, tenant anniversaries, holiday gifts, park events, quarterly newsletters, and training meetings or programs for tenants. Also responsible for ensuring tenant information within data base is current and up to date• Update and maintain office procedures in the property Operation's Procedure Manual under direction of manager• Ensure Certificates of Insurance for tenants and vendors are up to date• Oversee the processing of management and maintenance staff hours, expense reports, check requests for review and approval• Ensure that above standard tenant bill-backs for electrical usage, after hours HVAC, and other similar charges are processed in a timely manner• Assist supervisor with aspects of annual budgets preparation and monthly financial reports, as well as preparation of bank deposits if processed at on site management office• Responsible for leading regular inspections of properties with janitorial and landscape providers and any other service provider as directed by the manager• Participates in performance oversight of all service contractors who perform contract servicesKEY COMPETENCIES1. Customer Service Focus2. Organization skills3. Time Management skills4. Communication Proficiency (oral and written)5. Initiative6. Multi-Tasking7. Sense of UrgencyIMPORTANT EDUCATION• High school diploma/GED equivalent; Bachelor's Degree preferredIMPORTANT EXPERIENCE• At least 1 year of real estate property management or related experienceADDITIONAL ELIGIBILITY QUALIFICATIONS• Proficiency in Microsoft Office Suite• Demonstrates initiative and reflects a sense of urgency in daily duties by meeting or improving upon deadlinesWORK ENVIRONMENTThis job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Regularly required to travel outside between properties in varying weather conditions.PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee may need to stand and walk for extended or continuous periods of time. They must be able to ascend and descend staircases, ladders, and/or step stools and may be required to travel outside between buildings in varying outdoor weather conditions. The employee may also be regularly required to remain in a stationary position (sit or stand) for 85% of the time; regularly operate office machinery.AAP/EEO STATEMENTC&W provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. Further, C&W takes affirmative action to ensure that applicants are employed and employees during employment are treated without regard to any of these characteristics. Discrimination of any type will not be tolerated.OTHER DUTIESThis job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.Cushman & Wakefield provides equal employment opportunity. Discrimination of any type will not be tolerated. Cushman & Wakefield is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability, protected veteran status or any other characteristic protected by state, federal, or local law.In compliance with the Americans with Disabilities Act Amendments Act (ADAAA), if you have a disability and would like to request an accommodation in order to apply for a position at Cushman & Wakefield, please call the ADA line at 1-888-365-5406 or email [email protected] . Please refer to the job title and job location when you contact us.

Revolutionize Wholesale and join a high performing sales team and drive growth for True Value in Utah, Greater Las Vegas and Northern Arizona, and the surrounding areas. We are a dynamic team committed to driving True Value’s aggressive growth as the only nationally branded hardlines wholesaler that celebrates independent retailers. Under minimal supervision, generates existing and/or new sales in Utah, Greater Las Vegas and Northern Arizona. Develops plan and strategy for accomplishing sales targets for the assigned territory (Las Vegas, NV; St. George, Utah and Cedar City, Utah) and the surrounding areas. Contacts/visits existing and prospective commercial (business) customers. Builds and maintains network of colleagues, partners, and customers to share information and obtain prospects. Observes and participates in presenting products and services that can benefit customer’s needs. Establishes and fosters customer relationships and contacts in assigned territories.  The Territory Account Manager can live in the following cities and/or the surrounding areas.- Las Vegas, Nevada; St. George, Utah and Cedar City, Utah and the surrounding areas. Our culture:  • Embraces personal and professional development• Values diverse perspectives• Provides competitive compensation/benefits• Committed to volunteerism and community outreachYour Value = Our Value. True Value.  Responsibilities (May perform other duties and responsibilities, as assigned). 1.        Focuses on acquiring/hunting new customers while growing and protecting existing accounts. 2.        Develops an overall territory plan and strategy that identifies the customers and products needed to deliver against sales targets. 3.        Identifies prospects and leads from a variety of sources, and vets them appropriately to maintain a sales pipeline. Gathers relevant information about accounts to be used in the selling process. Identifies the relevant stakeholders within a customer and customizes messaging for them. 4.        Meets or exceeds the sales target determined for the account territory. Manages budget and expense account within company guidelines. 5.        Coordinates with senior business development professionals for help in closing more complex deals, as needed. 6.        Understands how to sell on the strengths of brands and products, not solely based on price and service levels. Demonstrates knowledge of the organization’s entire product line/services. 7.        Investigates and helps resolve customer problems with deliveries, billing, and collections (along with customer service). 8.        Uses CRM system to document sales activities and keep track of plans against prospects. 9.        Performs other job-related duties as assigned. Education & Experience ·         Bachelor’s Degree or equivalent work experience. ·         Three to five years of sales experience with 1 to 2 years of sales experience with focus on new account acquisition/prospecting including outside sales. Solid experience in opportunity qualification, pre-visit planning, sales presentations, account development, and time and territory management with experience managing longer sales cycles (more than three months).  ·         Work experience in hardware/DIY retail and/or wholesale industry. ·         Intermediate knowledge of MS Office (Word, Excel and PowerPoint). “Growth mentality”, focused on building strong relationships with new customers and growing relationships with existing customers, thoughtful about planning for growth. Proven sales ability for ‘hunting’ and developing new business using value-based selling. ·         Experience using CRM system for documenting sales activities. Licenses & Certifications: N/A. Physical Requirements: Requires incumbent to travel from store to store within assigned territory and at times to the headquarters. Travel is typically by car and plane. Work Environment: Generally, works in climate-controlled office/store environment. Travel: 80 to 100% travel required. Sales

Job DescriptionThe Customer Care and Technical Support Representative, Level 1 will be responsible for resolving technical issues and providing excellent customer service presented to the company through our support channels - phone, web, chat and email. Resolves issues and problems that are reported directly by the customers (parents and students) and is also responsible for escalating issues that were not resolvable by workflows to the appropriate Tiered support team with urgency. Issues that will be resolved include, but may not be limited to: technical assistance with the use of K12-provided equipment (desktops/laptops/monitors/printers), such as troubleshooting start-up/log-in issues, hardware damage, and software viruses; general application support with the K12 suite of learning systems and business applications; ordering/replacing materials and computer equipment.Over 20 years ago, Stride was founded to provide personalized learning - powered by technology. We reached students where they were in their own journeys. We knocked down their barriers to great education. And we gave every learner equal opportunity to succeed - however they defined success. Stride innovated the learning experience with online and blended learning that prepared them for their lives ahead.Stride is a community of passionate leaders. Whether teachers, engineers, curriculum writers, or financial managers - whatever your expertise or role, we all work to empower futures through learning. And changing the trajectory of learning itself is one of our greatest missions. Join us in developing more effective ways to learn and helping learners build the skills and confidence they need to make their way forward in life.The Customer Care and Technical Support Representative, Level 1 will be responsible for resolving technical issues and providing excellent customer service presented to the company through our support channels - phone, web, chat and email. Resolves issues and problems that are reported directly by the customers (parents and students) and is also responsible for escalating issues that were not resolvable by workflows to the appropriate Tiered support team with urgency. Issues that will be resolved include, but may not be limited to: technical assistance with the use of K12-provided equipment (desktops/laptops/monitors/printers), such as troubleshooting start-up/log-in issues, hardware damage, and software viruses; general application support with the K12 suite of learning systems and business applications; ordering/replacing materials and computer equipment.ESSENTIAL FUNCTIONS: Reasonable accommodation may be made to enable individuals with disabilities to perform the essential duties.· Respond to technical issues related to K12 proprietary systems, hardware, and software and networking both in written word and orally via telephone.· Assist customers by diagnosing problems and providing resolutions for technical and service issues using troubleshooting techniques and tools to identify products/systems/hardware that are defective and follow guidelines in issuing service or replacements.· Advise / educate customers within procedural guidelines to ensure a complete solution to their technical or service questions.· Answer questions about installation, operation, configuration and usage of assigned equipment, documents and assigns customer problems for resolution using support ticketing and CRM software.· Remain knowledgeable of K12's proprietary systems, various hardware product lines, current industry products and technologies.· Escalate more complex issues with proprietary systems to next tiered support team with urgency and/or escalate more complex hardware equipment issues to manufacturer.REQUIRED QUALIFICATIONS:· High School Diploma OR· Currently pursuing a BS/BA or MS/MA degree) OR· Equivalent combination of education and experienceDESIRED QUALIFICATIONS:· Prior experience with K12/Stride· Previous customer service work· Previous experience in call-center environment· Physical requirements: sedentary work, fluent typing, listening, speaking, extensive reading, repetitive motions, and extended computer usage.· Thorough knowledge of home-based connectivity support· Ability to work in high call volume environment· Strong telephone and email etiquette· Strong verbal and written communication skills· Own or have daily access to a smart device where Apps can be downloaded/accessed (i.e., phone, tablet)· Ability to maintain a professional home office without distraction during our hours of operation· Attend virtual training via web cam· Expertise in PC and Internet applications and use· Ability to communicate with customers effectively through various communication channels, such as: phone, voicemail, email, chat, etc.· Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint, etc.)· Proficiency in web-based applications (Salesforce experience a plus)· Consultative approach to customer service· Strong problem solving and analytical skills with a solutions-oriented approach· Ability to work both independently and within a team-oriented environment· Resilient and contributes to fostering positive team morale· Ability to prioritize effectively and manage competing priorities to deliver and drive results· Ability to own and execute projects· Ability to respond appropriately to feedback and guidance· Detail-oriented· Expertise in Microsoft Windows 7, 8, 10 and XP Operating Systems· High level of quality and accountability for work product· Ability to travel 10% of the time (minimal if any e.g. team building activity)· Ability to clear required background checkWORK ENVIRONMENT:The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.· This position is virtual and open to residents of the 50 states and D.C.Compensation & Benefits:Stride, Inc. considers a person's education, experience, and qualifications, as well as the position's work location, expected quality and quantity of work, required travel (if any), external market and internal value when determining a new employee's salary level. Salaries will differ based on these factors, the position's level and expected contribution, and the employee's benefits elections. Offers will typically be in the bottom half of the range. We anticipate the salary range to be $13.49 - $21.58. Eligible employees may receive a bonus. This salary is not guaranteed, as an individual's compensation can vary based on several factors. These factors include, but are not limited to, geographic location, experience, training, education, and local market conditions. Stride offers a robust benefits package for eligible employees that can include health benefits, retirement contributions, and paid time off. Job TypeRegularThe above job is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor. All employment is "at-will" as governed by the law of the state where the employee works. It is further understood that the "at-will" nature of employment is one aspect of employment that cannot be changed except in writing and signed by an authorized officer.Stride, Inc. is a Federal Contractor, an Equal Opportunity/Affirmative Action Employer and a Drug-Free Workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected Veteran status age, or genetics, or any other characteristic protected by law.Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThe contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

JOB DESCRIPTION Provide assistance to a team of Property Managers in all administrative aspects of property management administration and reporting.Lead member and first (telephone) response for tenant/customer service requests serving a portfolio of investment and corporate properties.Compile, and assist in the preparation of, various monthly (and other periodic) property operational, administrative and financial reports.Administrative duties require broad experience, skill and knowledge of organization policies and practices for a specific group or individual.Analysis and determination of information requests and follow-up.May directly assist in budget preparation and control activities.RESPONSIBILITIES ESSENTIAL DUTIES: Coordinate with Property Managers in property-related documents administration - memoranda, letters, monthly reports, proposals, and other projects from draft using company software packages such as spreadsheets, word processing and graphics.Create transcription from Dictaphone.Ensure timeliness and accuracy of documents. Coordinate tenant service requests pertaining to property operations and administration.Maintain a professional image to internal and external callers.Delegate calls to property service technicians and follow up with tenant and/or property manager as required. Compile information, prepare and update reports or process other documents as required:Lease Abstracts, Vendor Insurance Certificates, Vendor Service Agreements, Vendor Invoices and Service Records, Property Emergency Call Lists, Tenant Contact Lists, etc. Develop and maintain property filing & tracking systems for reports and documents identified above. Assist Property Managers in the annual budget preparation and development. Administer and print various property accounting reports (as produced by the company's accounting software) for Property Manager review or compilation in the property monthly (or other periodic) reports - Accounts Receivable, Check Register, Variance Report, General Ledger, Rent Roll, etc. Administer vendor, RE Tax and other property invoices.Date stamp, code/process for Property Manager review/approval and enter into the accounting system. Organization and scheduling of meetings.Prepare/organize items in relation to meetings, including but not limited to, site reservation, preparation of necessary materials, interaction with attendees, etc. Assist Property Managers in the monthly billing, periodic tenant billing adjustments (PTAR's) and subsequent collections of monthly tenant rent and other tenant receivables. Oversee copying, faxing and mail distribution within designated area.Monitor and order general office supplies as needed.Ensure assigned office equipment is adequately maintained and secure.Contact and coordinate with vendors to service or repair equipment. May perform other duties as assigned. QUALIFICATIONS SKILLS, EDUCATION AND EXPERIENCE: Bachelor's Degree or High School Diploma/General Education Degree (GED) and a Minimum 3-4 years previous related experience preferably in a Real Estate Background. Proficient in MS Word, MS Excel, E-Mail. Working knowledge of Internet and Internet Searching Techniques. Ability to work independently with minimal supervision. Flexibility to handle changing priorities and projects. Ability to prioritize workload with an attention to detail and willingness to complete projects in a timely and efficient manner. Strong proofreading and editing skills. Strong business vocabulary, grammar, and effective communication skills. Discretion regarding personnel and industry-related matters. Excellent interpersonal skills. Attention to detail. WORKING CONDITIONS:Normal working conditions with the absence of disagreeable elements NOTE:The statements herein are intended to describe the general nature and level of work being performed by employees, and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Newmark is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.

Healthcare's helping hand.CHG shook things up in 1979 by inventing the locum tenens staffing model. We connect doctors with patients who need their care. As the largest physician staffing firm in America, our providers treat millions of patients each year.Our industry is growing and demand is high. This means you'll have plenty of opportunities to grow and develop in your career. Keeping healthcare healthy can be as fun as it is rewardingThis position is responsible for providing support to the Enterprise Risk Management Team along with coordinating insurance-related documentation relating to staffing medical professionals. They will assist the insurance coordinators with all tasks related to issuing malpractice verifications, certificates of insurance and patient compensation fund enrollments. They will oversee all aspects of the invoicing process and handle accounting questions. This position will coordinate all monthly and quarterly reports and execute special projects and responsibilities as assigned. The Insurance Assistant will act as a liaison between internal sales consultants, internal support departments, external insurance brokers, external providers, and external clients. The coordinator will act proactively and reactively to facilitate various insurance-related processes.Responsibilities:Assist in handling the certificate of insurance ("COI") requests and/or projects as directed.Assist in handling the patient compensation fund ("PCF") enrollment requests and/or projects as directed.Assist in handling malpractice verifications and/or claims history requests as directed.Assist with maintaining all insurance policies and related documents.Support the insurance renewal process, as directed.Prepare monthly, quarterly, and/or yearly reports, as assigned.Provide administrative support to the entire Enterprise Risk Management Team including organize, maintain, and track documents and project deadlines.Track and report figures for ERM team monthly and quarterly reports.Assist in keeping projects and tasks on track and meeting goals and deadlines. Assist in Creating, drafting, editing, and proofreading business presentations or internal training documents. Handle all office tasks, such as opening mail, filing, mailings, data entry, photocopying, and scanning.Process all invoices for the ERM team including acting as the primary point of contact for billing issues or inquiries from insurance brokers.Qualifications:Strong critical thinking, multi-tasking skills, organizational skills, prioritization skills and attention to detail.Strong written and oral communication skills, especially phone skills.Strong computer skills in word processing, spreadsheet and database applications including Microsoft Office skills (Word, Excel, Outlook, PowerPoint, etc.) Ability to articulate information and concepts convincingly.Ability to learn processes and implement improvements Other general clerical and administrative skillsExperience working with a variety of personality styles in a professional environment.Minimum of high school diploma or equivalent professional experience.We believe in fair compensation for all of our people, which is why our pay structure takes into account the cost of labor across U.S. geographic markets. For this position, we offer a pay range of $33,964 - $65,625 annually, with pay varying depending on work location and job-related factors such as knowledge, position level and experience. During the hiring process, your recruiter can provide more information about the specific salary range for the job location.CHG Healthcare offers starting salaries for sales positions in the form of total target compensation (TTC = base + commission + bonus), which includes base pay, commission, and bonuses. Sales positions receive short-term incentives through commission plans and bonuses. On the other hand, non-sales positions have starting salaries that consist of a base salary and short-term incentives through various bonus plans, which are paid out monthly, quarterly, or annually.In return we offer:• 401(k) retirement plan with company match• Traditional healthcare benefits such as medical and dental coverage, and some unique benefits like onsite health centers, corporate wellness programs, and free behavioral health appointments.• Flexible work schedules - including work-from-home options available• Recognition programs with rewards including trips, cash, and paid time off• Family-friendly benefits including paid parental leave, fertility coverage, adoption assistance, and marriage counseling• Tailored training resources including free LinkedIn learning courses• Volunteer time off and employee-driven matching grants• Tuition reimbursement programsClick here to learn more about our company and culture.CHG Healthcare values a diverse and inclusive workforce. Interested in this role but not a perfect fit? Apply anyway.We welcome applicants of any race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status and individuals with disabilities as an Affirmative Action/Equal Opportunity Employer. We are an at-will employer.What makes CHG Different?

Job Description:Customer Relationship Advocate Career Development ExperienceJoin our team of Customer Relationship Advocates (CRA) for a variety-filled experience where you'll have dedicated time to focus on growth, career development and renewal while you support our customers by taking inbound calls. Are you interested in Financial Services? This might be the right opportunity for you.....This first-of-its-kind experience supercharges your early career and growth at Fidelity with personalized support, knowledgeable career guides and celebration of your achievements, while learning about Fidelity and building skills and experiences. In this role, you will assist our clients with a broad range of needs including answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades.Would you like to learn more about the Customer Relationship Advocate position? Take our virtual experience and learn what it is like to work in this role. Click here https://go.fidelity.com/ExperienceCRA(opens in a new tab) to experience what it is like to work in this role.. What to expect...As a new CRA, you'll learn about the financial services industry, develop your skills, and gain new experiences.First four months, prepare to become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 and 63 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time, with readily available resources that you can take advantage of including licensing coaches and group workshops. These exams can be challenging but we are here to help!Subsequent months, begin taking customer calls with increasing complexity over time to develop and hone your skills. Engage in dedicated time each week to connect and refuel - by exploring the career center, networking with colleagues, taking online classes, and more!As you gain confidence and develop proficiency serving customers, get more variety in your work week by spending time building advanced skills aligned with the next role that interests you.Advantages of our career development experience...You are learning. We provide all the training you need to develop the skills needed to service our customers and study for your FINRA licensing exams! You don't need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience. Our inclusive culture empowers associates to achieve success while building a supportive network. 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.You can explore. You'll experience variety in your work with dedicated time for development activities and doing work that goes beyond answering customer calls so you can discover the next step in your career. As you continue to grow, you can become eligible for career mobility opportunities.The Skills You BringDesire to establish rapport and relationships with customers and the team through effective communicationExperience in customer service, call center, or financial services preferredA strong interest in financial servicesExceptional Problem-solving skills and a demonstrated history of overcoming academic or professional challengesAbility and flexibility to work in a "hybrid" work setting, both at home and in officeComfortable with technology and ability to navigate multiple systems simultaneouslyAbility to handle different types of situations, emotions and conversations driving towards a resolution suitable for allAptitude to complete our industry-leading paid development experience will fully prepare you to engage with customers while taking the SIE, Series 7 Top Off and Series 63 examsEnthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly and retaining information to assist with decision-makingThe Value You DeliverDemonstrate empathy and passion for helping people and ensure an excellent customer experience through a phone interactionService varied customer needs, including balance inquiries, money movement, trading, and moreAnswer questions and provide resources to deepen client understanding and build confidenceOur Investments in YouOur benefit programs (opens in a new tab) 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:Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab)Click here for a local news story about how we are helping our employee's payback their student loan debt (opens in a new tab)Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 63 Required to obtain within the first 3.5 monthsLearn More: Dynamic Working (opens in a new tab)Certifications:Series 07 - FINRA, Series 63 - FINRACompany Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at fidelitycareers.com. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to [email protected], or by calling 800-835-5099, prompt 2, option 3.We welcome those with experience in jobs such as Field Client Relationship Manager, Accounting Assistant, and Billing and Posting Clerk and others in the Accounting and Finance to apply.

Job Description:Customer Relationship Advocate Career Development ExperienceJoin our team of Customer Relationship Advocates (CRA) for a variety-filled experience where you'll have dedicated time to focus on growth, career development and renewal while you support our customers by taking inbound calls. Are you interested in Financial Services? This might be the right opportunity for you.....This first-of-its-kind experience supercharges your early career and growth at Fidelity with personalized support, knowledgeable career guides and celebration of your achievements, while learning about Fidelity and building skills and experiences. In this role, you will assist our clients with a broad range of needs including answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades.Would you like to learn more about the Customer Relationship Advocate position? Take our virtual experience and learn what it is like to work in this role. Click here https://go.fidelity.com/ExperienceCRA(opens in a new tab) to experience what it is like to work in this role.. What to expect...As a new CRA, you'll learn about the financial services industry, develop your skills, and gain new experiences.First four months, prepare to become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 and 63 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time, with readily available resources that you can take advantage of including licensing coaches and group workshops. These exams can be challenging but we are here to help!Subsequent months, begin taking customer calls with increasing complexity over time to develop and hone your skills. Engage in dedicated time each week to connect and refuel - by exploring the career center, networking with colleagues, taking online classes, and more!As you gain confidence and develop proficiency serving customers, get more variety in your work week by spending time building advanced skills aligned with the next role that interests you.Advantages of our career development experience...You are learning. We provide all the training you need to develop the skills needed to service our customers and study for your FINRA licensing exams! You don't need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience. Our inclusive culture empowers associates to achieve success while building a supportive network. 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.You can explore. You'll experience variety in your work with dedicated time for development activities and doing work that goes beyond answering customer calls so you can discover the next step in your career. As you continue to grow, you can become eligible for career mobility opportunities.The Skills You BringDesire to establish rapport and relationships with customers and the team through effective communicationExperience in customer service, call center, or financial services preferredA strong interest in financial servicesExceptional Problem-solving skills and a demonstrated history of overcoming academic or professional challengesAbility and flexibility to work in a "hybrid" work setting, both at home and in officeComfortable with technology and ability to navigate multiple systems simultaneouslyAbility to handle different types of situations, emotions and conversations driving towards a resolution suitable for allAptitude to complete our industry-leading paid development experience will fully prepare you to engage with customers while taking the SIE, Series 7 Top Off and Series 63 examsEnthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly and retaining information to assist with decision-makingThe Value You DeliverDemonstrate empathy and passion for helping people and ensure an excellent customer experience through a phone interactionService varied customer needs, including balance inquiries, money movement, trading, and moreAnswer questions and provide resources to deepen client understanding and build confidenceOur Investments in YouOur benefit programs (opens in a new tab) 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:Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab)Click here for a local news story about how we are helping our employee's payback their student loan debt (opens in a new tab)Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 63 Required to obtain within the first 3.5 monthsLearn More: Dynamic Working (opens in a new tab)Certifications:Series 07 - FINRA, Series 63 - FINRACompany Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at fidelitycareers.com. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to [email protected], or by calling 800-835-5099, prompt 2, option 3.We welcome those with experience in jobs such as Retail Sales Representative, Field Client Relationship Manager, and Accounting Assistant and others in the Accounting and Finance to apply.

Job Description:Customer Relationship Advocate Career Development ExperienceJoin our team of Customer Relationship Advocates (CRA) for a variety-filled experience where you'll have dedicated time to focus on growth, career development and renewal while you support our customers by taking inbound calls. Are you interested in Financial Services? This might be the right opportunity for you.....This first-of-its-kind experience supercharges your early career and growth at Fidelity with personalized support, knowledgeable career guides and celebration of your achievements, while learning about Fidelity and building skills and experiences. In this role, you will assist our clients with a broad range of needs including answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades.Would you like to learn more about the Customer Relationship Advocate position? Take our virtual experience and learn what it is like to work in this role. Click here https://go.fidelity.com/ExperienceCRA(opens in a new tab) to experience what it is like to work in this role.. What to expect...As a new CRA, you'll learn about the financial services industry, develop your skills, and gain new experiences.First four months, prepare to become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 and 63 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time, with readily available resources that you can take advantage of including licensing coaches and group workshops. These exams can be challenging but we are here to help!Subsequent months, begin taking customer calls with increasing complexity over time to develop and hone your skills. Engage in dedicated time each week to connect and refuel - by exploring the career center, networking with colleagues, taking online classes, and more!As you gain confidence and develop proficiency serving customers, get more variety in your work week by spending time building advanced skills aligned with the next role that interests you.Advantages of our career development experience...You are learning. We provide all the training you need to develop the skills needed to service our customers and study for your FINRA licensing exams! You don't need a finance background or college degree to succeed in this role. Prepped with our licensing roadmap, own your success by studying for the exams at an individualized pace with dedication and commitment.You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience. Our inclusive culture empowers associates to achieve success while building a supportive network. 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.You can explore. You'll experience variety in your work with dedicated time for development activities and doing work that goes beyond answering customer calls so you can discover the next step in your career. As you continue to grow, you can become eligible for career mobility opportunities.The Skills You BringDesire to establish rapport and relationships with customers and the team through effective communicationExperience in customer service, call center, or financial services preferredA strong interest in financial servicesExceptional Problem-solving skills and a demonstrated history of overcoming academic or professional challengesAbility and flexibility to work in a "hybrid" work setting, both at home and in officeComfortable with technology and ability to navigate multiple systems simultaneouslyAbility to handle different types of situations, emotions and conversations driving towards a resolution suitable for allAptitude to complete our industry-leading paid development experience will fully prepare you to engage with customers while taking the SIE, Series 7 Top Off and Series 63 examsEnthusiasm for continuous learning and dedication to studying and applying new concepts, learning quickly and retaining information to assist with decision-makingThe Value You DeliverDemonstrate empathy and passion for helping people and ensure an excellent customer experience through a phone interactionService varied customer needs, including balance inquiries, money movement, trading, and moreAnswer questions and provide resources to deepen client understanding and build confidenceOur Investments in YouOur benefit programs (opens in a new tab) 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:Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab)Click here for a local news story about how we are helping our employee's payback their student loan debt (opens in a new tab)Certifications: You will be given paid time and support to obtain SIE - FINRA, Series 07 - FINRA, Series 63 Required to obtain within the first 3.5 monthsLearn More: Dynamic Working (opens in a new tab)Certifications:Series 07 - FINRA, Series 63 - FINRACompany Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks). At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at fidelitycareers.com. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to [email protected], or by calling 800-835-5099, prompt 2, option 3.We welcome those with experience in jobs such as Retail Sales Representative, Accounting Assistant, and Billing and Posting Clerk and others in the Accounting and Finance to apply.