Client Financial Representative

About the RoleWe're seeking a talented Client Financial Representative to join our team at Charles Schwab. As a key member of our service team, you'll play a critical role in helping clients achieve their financial goals.Key ResponsibilitiesProvide exceptional client service and support, answering inbound calls and addressing client inquiriesDevelop and...

Job Description:Are you ready to launch a career in financial services at Fidelity?This role requires a consistent balance of remote and on-site participation in our Westlake office. Please be mindful of commute distance when considering applying.Our Career Development experience is a springboard to an amazing career in which you change the lives of...

Job OpportunityWe are seeking a highly motivated and detail-oriented individual to join our Advisor Services Cost Basis Team at Charles Schwab. As a key member of our team, you will be responsible for providing exceptional customer service to our advisors, answering phone calls, and responding to client and service team requests.The ideal candidate will...

Job SummaryWe are seeking a highly skilled and bilingual Global Services Representative to join our team at Charles Schwab. As a key member of our client service team, you will be responsible for providing exceptional service to international and domestic clients, handling a full range of service and trading needs. Your expertise in Spanish or...

About the RoleAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.Key ResponsibilitiesAssist clients by answering inbound calls and providing exceptional...

Your OpportunityAt Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.About the RoleWe're seeking passionate students who are ready to own their Early...

Job SummaryWe are seeking a highly skilled Client Technical Support Associate to join our team at Charles Schwab. As a key member of our support team, you will be responsible for providing exceptional technical support to our clients, ensuring their online access and navigation of our website, systems, and accounts are seamless and efficient.Key...

Job Title: Senior Service Team ManagerAt Charles Schwab, we're seeking a highly skilled and experienced Senior Service Team Manager to join our Advisor Services team. As a key member of our leadership team, you will be responsible for providing leadership, management, and general oversight in Advisor Services.The ideal candidate will have a strong background...

Global Services RepresentativeWe are seeking a highly skilled and bilingual Global Services Representative to join our team at Charles Schwab. As a key member of our global services team, you will be responsible for providing exceptional client service to international and domestic clients, handling a full range of service and trading needs.Key...

Job Title: Cloud Platforms DirectorWe are seeking a highly experienced Cloud Platforms Director to join our team at Fidelity Investments. As a key member of our technology leadership team, you will be responsible for developing and implementing various architecture governance initiatives to help drive our digital transformation.Key Responsibilities:Develop...

Job Title: Cloud Platforms DirectorWe are seeking a highly experienced Cloud Platforms Director to join our team at Fidelity Investments. As a key member of our technology leadership team, you will be responsible for developing and implementing various architecture governance initiatives to help drive our digital transformation.About the Role:Develop and...

Job SummaryFidelity Investments is seeking a highly skilled Principal Data Modeler to join our Customer Data and Marketing Technology group within the Fidelity Wealth organization. As a key member of our team, you will be responsible for designing and developing large-scale data processing systems for analytical and operational use cases.Key...

Job Overview:Director, Associate Technology Success ManagerThe RoleAs the Director, Associate Technology Success Manager, you will be responsible for ensuring optimal technology experiences, utilization, and support for associates within Fidelity's Wealth Management. This role combines technical expertise with business engagement practices, serving as a...

Job Title: Cloud Platforms DirectorWe are seeking a highly experienced Cloud Platforms Director to join our team at Fidelity Investments. As a key member of our technology leadership team, you will be responsible for developing and implementing various architecture governance initiatives to help drive our digital transformation.About the Role:Develop and...

Job SummaryFidelity Investments is seeking a highly skilled Principal Data Modeler to join our Customer Data and Marketing Technology group within the Fidelity Wealth organization. As a key member of our team, you will be responsible for designing and developing large-scale data processing systems for analytical and operational use cases.Key...

About the RoleWe are seeking a highly skilled and experienced Senior Wealth Advisor to join our team at Charles Schwab. As a Senior Wealth Advisor, you will be responsible for providing exceptional client service and delivering personalized investment advice to our clients.Key ResponsibilitiesDevelop and implement comprehensive investment plans for clients,...

Job Description:Financial Services AuditorWe are seeking a highly skilled and experienced Financial Services Auditor to join our team at Fidelity Investments. As a Financial Services Auditor, you will play a critical role in providing independent and objective audit and advisory services to help Fidelity manage risk, improve customer service, and enhance...

Job Overview:Fidelity Investments is seeking a highly skilled Communications Consultant to join our team. As a key member of our Strategic Market, you will play a critical role in driving participant engagement with our wide array of educational resources, marketing campaigns, tools, and workshops.Key Responsibilities:Develop and deploy effective...

Job Overview:The Director, Alternative Accounting is a key member of the Fund Operations division within Fidelity's Fund and Investment Operations (FFIO) business unit. This role is responsible for overseeing all aspects of accounting operations for Fidelity's alternative products, including fund structures with varying complexities.Key...

Job DescriptionAs a Director of Architecture Governance at Fidelity Investments, you will play a key role in developing and implementing architecture governance initiatives that drive business value and ensure compliance with regulatory requirements.The TeamFidelity Workplace Investing (WI) provides benefits to Fidelity customers, employers, and their...