Current jobs related to Client Relations Specialist - Walnut Creek, California - Fidelity Investments

  • Client Relations Specialist

    2 months ago

    Walnut Creek, California, United States Banfield Full time

    POSITION OVERVIEWThe Client Service Coordinator (CSC) plays a pivotal role in managing the flow of clients and their pets within the veterinary facility. This position is essential in optimizing the efficiency of the veterinary medical team, ensuring effective communication between staff and clients, and coordinating comprehensive care for both clients and...

  • Client Relations Specialist

    2 months ago

    Walnut Creek, California, United States Banfield Full time

    POSITION SUMMARYThe Client Service Coordinator (CSC) plays a pivotal role in managing the flow of clients and their pets within the veterinary practice. This position is essential for enhancing the efficiency of the veterinary medical team by optimizing client and pet interactions.KEY RESPONSIBILITIES1. Facilitate effective communication between clients and...

  • Radiology Physician Specialist

    4 weeks ago

    Walnut Creek, California, United States HealthEcareers - Client Full time

    Job OpportunityMammography Radiology PhysicianJob DetailsThis healthcare facility is seeking a skilled Mammography Radiology Physician to provide locum tenens support. The ideal candidate will have experience in imaging and diagnostic radiology, with a strong focus on mammography.ResponsibilitiesThe successful candidate will be responsible for performing a...

  • Client Manager

    4 weeks ago

    Walnut Creek, California, United States Marsh & McLennan Companies Full time

    Job SummaryWe are seeking a highly skilled Client Manager to join our team at Marsh & McLennan Agency. As a Client Manager, you will be responsible for managing client relationships, developing and implementing benefit strategies, and providing exceptional customer service.Key ResponsibilitiesClient Relationship Management: Develop and maintain strong...

  • Travel Nurse RN

    2 weeks ago

    Walnut Creek, California, United States HealthEcareers - Client Full time

    Job Title: Travel Nurse RNTriage Staffing is seeking a skilled travel nurse RN for a challenging opportunity in Walnut Creek, California.Job Details:Specialty: Neonatal Intensive CareDiscipline: Registered NurseDuration: 13 weeksShift: 12 hours, nightsHours per week: 36This travel nursing opportunity offers a unique chance to work in a dynamic environment...

  • Government Relations Specialist

    2 weeks ago

    Walnut Creek, California, United States Calpine Full time

    Job SummaryCalpine is seeking a skilled Government Relations Analyst to support its advocacy efforts across multiple state and federal legislative and regulatory venues.Key ResponsibilitiesAnalyze emerging or existing regulatory and legislative issues impacting Calpine and/or the energy industry.Gather intelligence and data to inform advocacy strategy.Assist...

  • Client Associate/Registered Client Associate

    2 weeks ago

    Walnut Creek, California, United States RBC Capital Markets, LLC Full time

    Job SummaryEmbracing RBC Wealth Management's core values and inclusive culture, we seek a Client Associate/Registered Client Associate to become a trusted resource to our clients, advisors, and branch. This role involves using administrative and operational skills to help advisors manage and grow their business, while demonstrating a client-first approach...

  • Risk Management Specialist

    1 week ago

    Walnut Creek, California, United States Factory Mutual Insurance Company Full time

    Job SummaryWe are seeking a highly skilled Risk Management Specialist to join our team at Factory Mutual Insurance Company. As a Risk Management Specialist, you will be responsible for providing business risk consulting services to current and potential clients.Key ResponsibilitiesMeet and present to senior client management to develop a sound understanding...

  • Business Banking Loan Specialist

    4 weeks ago

    Walnut Creek, California, United States Mechanics Bank Full time

    Business Banking Loan SpecialistMechanics Bank is seeking a skilled Business Banking Loan Specialist to support our Relationship Managers in providing exceptional service to our clients. As a key member of our Business Banking team, you will be responsible for analyzing creditworthiness, structuring loan packages, and maintaining strong relationships with...

  • Clinical Specialist

    1 month ago

    Walnut Creek, California, United States Medsurg Sales Staffing Full time

    Unlock Your Potential as a Clinical SpecialistMedsurg Sales Staffing is seeking a highly skilled Clinical Specialist to join our team. As a Clinical Specialist, you will work closely with our clients to provide expert support and guidance in the operating room.About the RoleWe are looking for a clinical professional with experience in radiologic technology,...

  • Financial Planning Specialist

    3 days ago

    Walnut Creek, California, United States Ronald Blue & Co Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Planning Specialist to join our team at Ronald Blue & Co. As a key member of our team, you will be responsible for providing world-class financial guidance to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesDevelop and implement comprehensive...

  • Family Medicine Physician

    2 weeks ago

    Walnut Creek, California, United States HealthEcareers - Client Full time

    Job OpportunityHealthEcareers - Client is seeking a highly skilled Family Medicine Physician to join their primary care team in Antioch, CA. This is an excellent opportunity for a physician to experience a true work-life balance with flexible schedule options.As a Family Medicine Physician, you will be responsible for providing high-quality patient care to a...

  • RT Scada Systems Specialist

    1 month ago

    Walnut Creek, California, United States SmartHire Inc Full time

    About the RoleA 30+ year-old project management consulting firm is seeking an RT Scada Specialist for a full-time role in Walnut Creek, CA. This role is onsite, and the candidate must live near the Walnut Creek, CA area.About the CompanyFor over 30 years, this organization has been a leader in providing technology project management, project management, and...

  • Senior Client Manager

    4 weeks ago

    Walnut Creek, California, United States Cigna Full time

    Role Summary:As a key member of our team, you will be responsible for driving membership growth within existing accounts and directly managing business relationships with client accounts. You will ensure that systems and processes are in place to meet the needs of internal and external clients, develop and implement strategies and policies relating to...

  • Senior Membrane Treatment Specialist

    3 weeks ago

    Walnut Creek, California, United States Brown and Caldwell Full time

    Job SummaryBrown and Caldwell is seeking a highly skilled Senior Membrane Treatment Specialist to join our Drinking Water and Reuse Practices. As a Subject Matter Expert in membrane technologies, you will play a key role in growing our practice and leading teams to deliver exceptional service to our municipal and private-sector clients.Key...

  • Client Service Representative

    2 weeks ago

    Walnut Creek, California, United States Travis Mathew Full time

    Client Associate Role at TravisMathewWe're seeking a skilled Client Associate to join our team at TravisMathew, a leading innovator in lifestyle performance apparel. As a Client Associate, you'll play a vital role in maintaining exceptional sales and service experiences for our in-store clients, promoting a sales culture, and driving individual sales...

  • Security Specialist

    1 month ago

    Walnut Creek, California, United States Security Industry Specialists Full time

    About this PositionWe are seeking a highly skilled Security Specialist to join our team at Security Industry Specialists, Inc. (SIS). As a Security Specialist, you will play a critical role in ensuring the safety and security of our clients' employees and guests.Key ResponsibilitiesProvide a safe and professional work environment for clients' employees and...

  • SCADA System Specialist

    3 days ago

    Walnut Creek, California, United States Harvest Technical Services Full time

    Onsite: Walnut CreekJob SummaryHarvest Technical Services is seeking a highly skilled SCADA System Specialist to join our team. As a key member of our operations team, you will be responsible for providing technical expertise and solutions to support the device building, testing, commissioning, and maintenance of RT SCADA systems for our client's...

  • SCADA Systems Specialist

    4 weeks ago

    Walnut Creek, California, United States Harvest Technical Services, Inc. Full time

    Job SummaryWe are seeking a highly skilled SCADA Specialist to join our team at Harvest Technical Services, Inc.Key ResponsibilitiesRespond to emergency RT SCADA requests from operations and provide technical expertise to support device building, testing, commissioning, and maintenance of RT SCADA systems.Provide solutions to support the device building,...

  • SCADA Systems Specialist

    1 week ago

    Walnut Creek, California, United States Harvest Technical Services Full time

    Job SummaryHarvest Technical Services is seeking a highly skilled SCADA Specialist to join our team. As a key member of our operations team, you will be responsible for responding to emergency RT SCADA requests and providing technical expertise to support the device building, testing, commissioning, and maintenance of RT SCADA systems.Key...

Client Relations Specialist

2 months ago

Walnut Creek, California, United States Fidelity Investments Full time

Job Overview

Investment Services Representative

At Fidelity Investments, we recognize that as an Investment Services Representative, you play a crucial role in shaping the branch environment. As the primary point of contact, your integrity and transparency will foster client loyalty and engagement, paving the way for enduring relationships with our firm.

Qualifications We Seek

  • Experience in customer service, telecommunication, or financial sectors will equip you for success in this position.
  • Background in banking, insurance, or finance is a valuable addition to your qualifications.
  • We will provide support as you familiarize yourself with the FINRA licensing requirements and work towards obtaining the Series 7 and 66 licenses.
  • A degree or professional certifications are advantageous; if you do not possess a CFP or degree, our Tuition Reimbursement program can assist you in achieving these goals.

Your Role's Mission

Our aim is for the Investment Services Representative to engage in fulfilling interactions with clients. As a specialist in compliance and front desk transactions, you will collaborate to enhance branch success by recognizing opportunities to strengthen relationships.

Skills You Bring to the Table

  • Excellent interpersonal abilities and a genuine enthusiasm for client engagement.
  • Capability to evaluate client needs and pinpoint opportunities.
  • Exceptional attention to detail and prioritization skills.
  • Organizational capabilities to handle multiple responsibilities.
  • Attributes such as being coachable, collaborative, and inquisitive are essential.

Our Commitment to You

At Fidelity, our greatest asset is our people, and we believe in a holistic approach to life. We offer a competitive total rewards package, including a stable base salary, to acknowledge employee contributions. Our benefits are designed to support you and your family in achieving a healthy work-life balance. We provide extensive training opportunities, whether in-branch, regionally, nationally, or virtually, ensuring you are well-prepared for your role.

The Impact You Make

  • As a vital team member, you will provide support to Fidelity's most valued clients on a daily basis.
  • By identifying leads and facilitating effective introductions, you will directly contribute to the branch's success.
  • Your contributions will be appreciated by clients, making your interactions rewarding.
  • As a technology advocate for the branch, you will embrace new technologies and share your insights with the team.

The base salary range for this position is $45,000 – $75,000 per year.

Placement within this range will depend on job responsibilities, geographic location, relevant experience, and other factors.

Base salary is only one component of the total compensation package. Depending on the role and eligibility criteria, the offer may also include bonuses or other variable compensation.

We provide a comprehensive array of benefits to meet your evolving needs and support you in living your best life both professionally and personally. These benefits encompass extensive health care coverage, emotional well-being support, market-leading retirement plans, generous paid time off, parental leave, charitable giving matching programs, and educational assistance including student loan repayment, tuition reimbursement, and career development resources. Please note that the application window closes when the position is filled or unposted.

Required Certifications:

Series 07 – FINRA, Series 63 – FINRA, Series 66 – FINRA