Financial Representative Job at Fidelity Investments (Sugar Land)

Patient Financial Representative Senior

The associate is responsible for the duties and services that are of a support n...

Location

United States , Irving

Salary:

Not provided

CHRISTUS Health

Expiration Date

Until further notice

Requirements

HS Diploma or equivalent years of experience required
3-5 years of experience preferred
Experience working within a multi-facility hospital business office environment preferred
Experience working with inpatient and outpatient billing requirements of UB-04 and HCFA 1500 billing forms preferred
College education, previous Insurance Company claims experience and/or health care billing trade school education may be considered in lieu of formal hospital experience

Job Responsibility

Meets expectations of the applicable OneCHRISTUS Competencies: Leader of Self, Leader of Others, or Leader of Leaders
Performs Revenue Cycle functions in a manner that meets or exceeds CHRISTUS Health's key performance metrics
Ensures PFS departmental quality and productivity standards are met
Collects and provides patient and payor information to facilitate account resolution
Responds to all types of account inquiries through written, verbal, or electronic correspondence
Maintains payor-specific knowledge of insurance and self-pay billing and follow-up guidelines and regulations for third-party payers
Maintains working knowledge of all functions within the Revenue Cycle
Responsible for professional and effective written and verbal communication with both internal and external customers in order to resolve outstanding questions for account resolution
Meets or exceeds customer expectations and requirements, and gains customer trust and respect
Compliant with all CHRISTUS Health, payer, and government regulations

Fulltime

Financial Sales Representative

The Financial Sales Representative plays a key role in driving new business and ...

Location

United States , Akron

Salary:

Not provided

ATLAS Navigators, LLC

Expiration Date

Until further notice

Requirements

Proven experience in B2B sales, business development, or client acquisition — ideally within professional or financial services
Excellent communication, presentation, and relationship-building skills
General understanding of accounting, payroll, or bookkeeping concepts
Strong organizational and time management abilities with attention to detail
Self-motivated, results-oriented, and comfortable working both independently and collaboratively
Proficiency with Microsoft Office Suite and familiarity with professional networking platforms such as LinkedIn
Experience with CRM tools (preferably HubSpot) and digital document systems such as PandaDoc
Experience selling financial, payroll, or business advisory services
Familiarity with software such as QuickBooks, SwipeClock, or other accounting/payroll platforms
Knowledge of the Akron/Cleveland small business community

Job Responsibility

Identify and develop new business opportunities through referrals, networking, and proactive outreach
Build and maintain a qualified sales pipeline across target markets, including small businesses, independent contractors, startups, and established organizations
Conduct discovery meetings to understand client needs and recommend appropriate ATLAS service solutions
Communicate the firm’s offerings clearly and effectively, including accounting, payroll, tax, and advisory services
Collaborate with accounting and payroll teams to ensure seamless client onboarding, including document coordination through PandaDoc
Manage and track all sales activity within HubSpot CRM, maintaining accurate records and providing updates to leadership
Represent ATLAS at community events, business expos, and networking groups to build brand presence and strengthen client connections
Partner with marketing on outreach campaigns, events, and educational workshops to attract and engage prospective clients

What we offer

Medical, Dental, and Vision
GAP Benefits
Supplemental Benefits
Life and AD&D Insurance
Short- & Long-Term Disability Plans
401k with Company Matching
Bonus Structure
Flexible PTO with sick time
Incentive Program
Development Program

Fulltime

Customer Service Representative

Location

United Kingdom , Norwich

Salary:

25000.00 GBP / Year

The Consulting Consortium

Expiration Date

Until further notice

Requirements

Experience in working within financial services, ideally in life and pensions
Experience in speaking to customers about their life and pension policies, confidently, and with empathy
Great communication skills and a natural ability to listen
A calm, customer-focused approach
Strong attention to detail and a knack for getting things right first time
Comfortable using computers and learning new systems
A team player who is open to feedback and always looking to improve

Job Responsibility

Handling a mix of inbound and outbound calls, emails, and written requests
Aiming to resolve queries first time and in the right way
Taking ownership, making sure every customer feels heard and supported

Fulltime

Head of Representative Office

We are representing a fast-growing, NASDAQ-listed retail brokerage firm with a p...

Location

Germany , Flexible, major cities preferred

Salary:

Not provided

Gitmax

Expiration Date

Until further notice

Requirements

Proven experience in international financial services or brokerage firms
Expertise in managing operational processes, including interactions with regulatory authorities
Experience in brand promotion, marketing campaigns, and social media engagement
In-depth knowledge of German laws and regulations related to international representative offices
Strong business communication skills to engage effectively with regulatory bodies, clients, partners, and internal teams
Analytical skills to monitor market trends and prepare data-driven reports and solutions
Proficiency in recruiting, training, and managing staff
A degree in business, finance, economics, marketing, or a related field
Fluency in German and English is required
Leadership skills with the ability to motivate and manage a team

Job Responsibility

Implement strategies to increase brand recognition in Germany
Collaborate with local media and social media platforms to promote the brand
Participate in and organize marketing campaigns and events
Manage PR activities, including writing press releases and engaging with media outlets to ensure consistent brand visibility
Oversee all operational processes of the representative office
Act as the primary liaison with German regulatory and governmental bodies, ensuring compliance with all legal and regulatory requirements
Represent the company in governmental and institutional matters
Lead the recruitment, training, and management of the office team
Foster collaboration between departments while upholding corporate standards and values
Monitor market trends and provide analytical insights to company leadership

What we offer

Competitive salary and benefits package
A dynamic and inspiring international work environment
Career advancement opportunities and support for professional development
Flexible working hours with a centrally located office in Germany
Teambuilding events and a collaborative culture
Laptop and essential work tools provided.

Fulltime

Customer Service Representative

This role involves delivering excellent customer service in a financial services...

Location

United Kingdom , Epsom

Salary:

Not provided

Office Angels

Expiration Date

Until further notice

Requirements

Background in financial services or a regulated industry
experience in a fast-paced telephone customer service environment
excellent organisational skills and attention to detail
strong written, verbal, and listening communication skills
ability to manage multiple tasks and switch priorities when needed
logical, analytical approach to problem-solving
fast learner with a strong sense of curiosity
IT literate with the ability to use a range of software and internal systems
team-oriented with a proactive and flexible mindset

Job Responsibility

Maintain up-to-date knowledge of all products and services offered by our client and their affiliated companies
handle telephone enquiries from existing mortgage and savings customers, providing prompt, accurate, and helpful responses
clearly explain products and services within the scope of the client's regulatory classification as an 'information only' provider, avoiding advice or guidance
carry out all aspects of mortgage account administration, including completions, redemptions, payments, product transfers, lease extensions, and general enquiries
prepare and send standard or dictated customer correspondence, including handling lost account enquiries
perform cashiering duties at Head Office, including opening, closing, amending, and processing transactions on savings accounts using internal systems
manage changes to customer and account information such as address updates, notice requests, and nominated bank account amendments
administer ISA transfers and assist with account registration procedures
support other departments as required, such as Loans Underwriting and the New Business Team
assist with system testing for new products and features

What we offer

Friendly, supportive team culture
training and development opportunities
varied and rewarding role within the financial services sector
opportunity to make a meaningful impact on customer experience

Fulltime

Digital Sales Representative

The HPEFS ANZ DSR will be based out of one of our HPE Hub’s and work closely wit...

Location

Malaysia , Kuala Lumpur

Salary:

Not provided

Hewlett Packard Enterprise

Expiration Date

Until further notice

Requirements

Bachelor Degree or equivalent in any field (preferably IT/ Sales )
5+ years of relevant work experience or equivalent
Industry experience is highly preferred
Expert knowledge of products, solution or service offerings as well as competitor's offerings to be able to sell large solutions in the IT Asset Disposal marketplace
Broad command of the value proposition for ITAD services as it relates to financial, operational, business risk, and sustainability objectives
Understanding of the industry and market segment in which key accounts are situated and integration into consultative selling approaches
Familiarity with financial solutions associated with IT assets including leasing and consumption models
Account planning and accurate account revenue forecasting skills

Job Responsibility

Seek out new opportunities and expand on existing opportunities to build and manage the pipeline and base of customers in the area of IT Asset Disposition (ITAD/ARS – HPEFS terminology of Asset Upcycling Services)
Maintain knowledge of competitors in account to strategically position HPE's and HPEFS’ products and services
Develop account business lite plans to ensure that they have a clear defined plan on top accounts
Establish a professional, working, and consultative, relationship with the client, by developing a core understanding of the unique business needs of the client within their industry
Contribute to proposal development, negotiations and deal closings
Work closely with and support account executive, providing technical expertise and support, and participating in client engagements up to C-level engagements for more complex solutions in smaller accounts
Interface with both internal and external/industry experts to anticipate customer needs and facilitate solutions development
Build opportunity pipeline, lead engagement process with customer and HPE and HPEFS colleagues, negotiate terms and develop Statement of Work documents
Work with engagement managers to ensure a seamless transition of all opportunities
Build strong relationships with senior executives at client firms, industry leaders and partners

What we offer

Health & Wellbeing
Personal & Professional Development
Diversity, Inclusion & Belonging

Fulltime

Client Services Representative

The traditional financial industry was not built to put the interests of clients...

Location

United States , Palo Alto

Salary:

60000.00 - 80000.00 USD / Year

Wealthfront

Expiration Date

Until further notice

Requirements

Bachelor’s degree
1+ years of experience in retail banking, wealth management, asset management, and/or fintech
Experience in a client facing role is preferred
Strong communication skills
able to explain complicated concepts to clients as well as team members
Able to partner with multiple stakeholders, including other teams and senior executives
Comfortable with being independent and learning new concepts quickly
Excited about our mission statement
Passion for delighting clients
Series 7 and 66 preferred (or must be obtained within 3 months of joining)

Job Responsibility

Provide exceptional customer service through email and phone communication
Help our clients use our product better through online tools and resources
Work with our operations teams to resolve client issues
Be the voice of the customer by noticing and highlighting action items needed to improve the customer experience and delight our clients
Assess client information and approve fund transfers
Assist clients in understanding asset allocation and explain investment risk profiles
Assist clients in understanding and analyzing the performance of their investments, and the potential impacts of client risk decisions

What we offer

medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, equity, discretionary bonus

Fulltime

APJ Digital Sales Representative

This position works closely with our HPE Sales team to develop strategies to mee...

Location

Malaysia , Kuala Lumpur

Salary:

Not provided

Hewlett Packard Enterprise

Expiration Date

Until further notice

Requirements

Bachelor Degree or equivalent in any field (preferably IT/Sales)
5+ years of relevant work experience or equivalent
Industry experience is highly preferred
Expert knowledge of products, solution or service offerings as well as competitor's offerings to be able to sell large solutions in the IT Asset Disposal marketplace
Broad command of the value proposition for ITAD services as it relates to financial, operational, business risk, and sustainability objectives
Understanding of the industry and market segment in which key accounts are situated and integration into consultative selling approaches
Familiarity with financial solutions associated with IT assets including leasing and consumption models
Account planning and accurate account revenue forecasting skills

Job Responsibility

Seek out new opportunities and expand on existing opportunities to build and manage the pipeline and base of customers in the area of IT Asset Disposition
Maintain knowledge of competitors in account to strategically position HPE's and HPEFS’ products and services
Develop account business lite plans to ensure that they have a clear defined plan on top accounts
Establish a professional, working, and consultative relationship with the client by developing a core understanding of the unique business needs of the client within their industry
Contribute to proposal development, negotiations and deal closings
Work closely with and support account executive, providing technical expertise and support, and participating in client engagements up to C-level engagements for more complex solutions in smaller accounts
Interface with both internal and external/industry experts to anticipate customer needs and facilitate solutions development

What we offer

Comprehensive suite of benefits supporting physical, financial, and emotional wellbeing
Specific programs catered to career development and goals
Diversity, Inclusion & Belonging initiatives

Fulltime

Financial Representative

Fidelity Investments

Location:
United States , Sugar Land

Category:
Banking

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
April 21, 2026

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