Director of Fund Financial & Tax Reporting at Fidelity assessing regulatory impacts and changes for the Shareholder Reporting Team. Collaborating with team leaders and maintaining documentation for new requirements.
About the role
- Advisor in Investment and Financing providing tailored financial solutions for clients. Committed to excellent customer service and staying current on market trends.
Responsibilities
- Respond to members' investment and financing needs
- Develop strategies and offer financial products
- Manage business relationships and assess member satisfaction
- Stay up to date on practices in the financial services sector
Requirements
- Experience in financial services preferred; no specific experience level required
- Member- and client-focused attitude toward satisfaction
- Willingness to learn about financial market trends
Benefits
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting from the first year
- Defined benefit pension plan providing predictable, stable retirement income
- Group insurance including telemedicine
- Reimbursement for health and wellness expenses and for remote-work equipment
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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