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As an Investment Management Consultant II, you'll manage complex sales and service related to managed accounts, ensuring strong customer experience and retention. You'll collaborate with Financial Consultants to provide tailored financial advice and manage client portfolios.

As a Customer Support Representative, you will assist customers with financial inquiries, provide excellent service, and enhance your skills in a supportive training program.

The role involves managing complex managed account sales and services for clients, focusing on customer satisfaction and collaboration with financial consultants to drive retention and sales.

As a Financial Customer Associate, you will support clients with their financial needs, providing customer service over the phone in English or Spanish, and assisting with 401k account inquiries and educational resources.

The Director of Business and Data Analytics will lead a team to deliver actionable insights, KPIs, and dashboards to improve sales performance and operational efficiency.

The Planning and Advice Associate provides guidance on retirement and investment needs to clients, handling inbound and outbound calls while building relationships and managing client interactions using Fidelity's planning tools.

As a Financial Customer Associate, you'll assist customers with their financial queries, provide support for 401k accounts, and develop customer service skills through training and experience.

The role involves serving as a subject matter expert in managed accounts, focusing on customer experience, retention, and complex sales processes, alongside financial consultants. Responsibilities include managing client relationships, conducting plan reviews, and providing comprehensive advisory support.

The Investment Management Consultant II manages complex sales and service needs for clients, focusing on customer experience and collaboration with financial consultants.

As a Financial Customer Associate, you assist customers with their financial inquiries, provide support for 401k accounts, and enhance customer relationships through effective communication. The role includes training and opportunities for career development.