Advisor Services

2 weeks ago


Westlake, United States Fidelity Investments, Inc. Full time

The Client Service Representative (CSR) supports Registered Investment Advisors (RI - As) that custody their clients assets with Fidelity. You will work within a Service Team environment based on a service tier, which consists of dedicated lines of b Client Service, Advisor, Representative, Customer Experience, Service Manager, Service, Retail


  • Service Advisor

    1 week ago


    Westlake Village, United States Swickard Auto Group Full time

    We are fueled by our goal to be #1 in sales and service in the communities we serve while redefining the car buying experience and delivering personalized service to our guests. We believe in empowering our employees to delight our customers, by fost Service Advisor, Customer Service, Advisor, Sales Associate, Hospitality

  • Wealth Advisor

    5 days ago


    Westlake Village, United States SageView Advisory Group Full time

    As one the nations premier retirement plan consulting and wealth management firms, SageView recognizes the importance of service, the power of collaboration and the value of promises kept. SageView is a team of collaborative professionals focused on advancing the financial lives of our clients, and weve become the destination of choice for financial...

  • Wealth Advisor

    3 weeks ago


    Westlake Village, United States SageView Advisory Group Full time

    As one the nation’s premier retirement plan consulting and wealth management firms, SageView recognizes the importance of service, the power of collaboration and the value of promises kept. SageView is a team of collaborative professionals focused on advancing the financial lives of our clients, and we’ve become the destination of choice for financial...

  • Wealth Advisor

    2 days ago


    Westlake Village, United States SageView Advisory Group Full time

    As one the nation’s premier retirement plan consulting and wealth management firms, SageView recognizes the importance of service, the power of collaboration and the value of promises kept. SageView is a team of collaborative professionals focused on advancing the financial lives of our clients, and we’ve become the destination of choice for financial...


  • Westlake, United States Charles Schwab Corporation Full time

    Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.  As a Sr. Specialist, Service Associate in our Centralized Service & Operations group, you will be joining a team that supports our Schwab...


  • Westlake, United States Fidelity TalentSource LLC Full time

    Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Service Desk Specialist to work in Fidelity’s Enterprise Infrastructure Group! The Service Desk Specialist role is to ensure hardware and software functionality for internal end users. As a Service Desk Specialist,...


  • Westlake, United States Fidelity TalentSource LLC Full time

    Job Description:The RoleFidelity Investments Core Brokerage Technology Domain is seeking an experienced Senior Systems Support & Analyst to join the Production Excellence squad and work with the Customer Communications Production Support squad in providing superior stability and performance as we adapt to change. The Customer Communications Product Area is...


  • Westlake, United States Fidelity TalentSource LLC Full time

    Job Description:Fidelity Investments is looking for a Major Incident Manager (MIM) Team Lead to join their team. In this role you will be responsible for the supervision and handling of unplanned interruption or degradation of an IT Service that causes an impact to business operations directly or indirectly affecting a large number of users, depriving the...

  • IT Support Technician

    4 weeks ago


    Westlake, United States TCC Technology Full time

    Job DescriptionJob DescriptionWe are seeking an IT Support Technician to join our team! You will resolve computer-related issues for our clients in a wide array of industries.ROLE AND RESPONSIBILITIES• Provide remote and on-site support at client locations, using troubleshooting skills until problems are resolved. Service requests must be handled within...


  • Westlake, United States Charles Schwab Full time

    Position Type: Regular Your Opportunity The Financial Planning Group is part of the broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs. Whether it’s retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor...

  • Transaction Processor

    4 weeks ago


    Westlake, United States Fidelity TalentSource LLC Full time

    Transaction Processor Fidelity TalentSource is looking to hire a Transaction Processor at Fidelity Investments in Westlake, TX.  Do you want to work for a fast paced, growing organization where people make the difference? Do you thrive on providing exceptional client service? Join us as a Transaction Service Representative where you will assist in...

  • Transaction Processor

    4 weeks ago


    Westlake, United States Fidelity TalentSource LLC Full time

    Transaction Processor Fidelity TalentSource is looking to hire a Transaction Processor at Fidelity Investments in Westlake, TX.  Do you want to work for a fast paced, growing organization where people make the difference? Do you thrive on providing exceptional client service? Join us as a Transaction Service Representative where you will assist in...


  • Westlake, United States Charles Schwab Full time

    Position Type: Regular Your opportunity The Financial Planning Group is part of the broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs. Whether it's retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services...


  • Westlake, United States Edelman Home Full time

    You will be responsible for maintaining and acquiring business relationships with architects, interior designers, contractors and homeowners for new construction and remodeling projects. This person will be a trusted advisor with their clients by recommending plumbing, kitchen and bath, appliances, and decorative hardware solutions. You should have a passion...


  • Westlake, United States Edelman Home Full time

    You will be responsible for maintaining and acquiring business relationships with architects, interior designers, contractors and homeowners for new construction and remodeling projects. This person will be a trusted advisor with their clients by recommending plumbing, kitchen and bath, appliances, and decorative hardware solutions. You should have a passion...


  • Westlake, United States Edelman Home Full time

    You will be responsible for maintaining and acquiring business relationships with architects, interior designers, contractors and homeowners for new construction and remodeling projects. This person will be a trusted advisor with their clients by recommending plumbing, kitchen and bath, appliances, and decorative hardware solutions. You should have a passion...


  • Westlake, United States Fidelity TalentSource LLC Full time

    Job Description: The Role As a member of the Transfer of Assets Receives Team, you will be responsible for facilitating the movement of assets into Fidelity accounts by analyzing account details and resolving issues for complex transactions.\u00A0 Within this role, you will interact with many different groups in Fidelity and throughout the Financial...


  • WESTLAKE, United States Charles Schwab Full time

    Position Type: RegularYour opportunityThe Financial Planning Group is part of the broader Investor Services organization and is primarily responsible for helping individuals and families with their financial needs. Whether it’s retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services...


  • Westlake, United States Fidelity TalentSource LLC Full time

    Job Description: The Role As a member of the Transfer of Assets Receives Team, you will be responsible for facilitating the movement of assets into Fidelity accounts by analyzing account details and resolving issues for complex transactions.\u00A0 Within this role, you will interact with many different groups in Fidelity and throughout the Financial...


  • Westlake, United States Fidelity TalentSource LLC Full time

    Job Description:The RoleAs a member of the Transfer of Assets Receives Team, you will be responsible for facilitating the movement of assets into Fidelity accounts by analyzing account details and resolving issues for complex transactions.\u00A0 Within this role, you will interact with many different groups in Fidelity and throughout the Financial Services...