Investor Center Financial Representative - Fidelity Investments - Entry-Level

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Location: Century City, Ca.

Fidelity Investments is committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our customers, helping them navigate our full range of investor products and services, including one-on-one investment guidance, wealth management, retirement planning, income strategies, and college planning services, as well as integrated employee benefits solutions

We have 170+ Fidelity Investor Centers across the United States and continue to open several new branches each year. Branch representatives offer guidance and personalized investment solutions to our customers in a face-to-face setting, and help extend the reach of Fidelity's brand. It is our priority to deliver customized and effective service, and successfully anticipate clients’ emerging needs. At Fidelity, you’ll have the support of a well-rounded team of professionals, with full access to some of the best resources and tools  in the industry. While you build relationships here, you’ll also be building your career.

Position Description

This position is an entry level opportunity that is ideal for a professional with sales and personal financial planning as their career goal. The optimum candidate will have some sales and customer service/banking experience with a bachelor's degree in Business, Economics or Finance.

Primary Responsibilities

• Act as first point of contact in branch and provide exceptional service
• Drive customer experience to high levels of satisfaction by adhering to the customer first principles
• Introduce prospects to the full array of Fidelity products and services
• Provide Fidelity customers with account information
• Listen for opportunities to engage the customers in additional business and guide or advise the client or prospect on how Fidelity can be of service
• Use on-line resources to capture and provide appropriate customer data
• Facilitate timely, accurate and efficient mutual fund and equity transactions
• Work with all branch employees as a member of the team
• Transaction Processing: Set up, input and enter data to the brokerage and shareholder systems which includes all account maintenance
• Outgoing customer mail, outgoing internal mail, incoming mail, imaging customer paperwork, shredding confidential paper and filing paperwork
• Facilitate point of contact resolution of priority requests and customer problems
• Serve as quality control point to ascertain that all paperwork, policy and procedures for customer requests have been adhered to in accordance with all compliance requirements
• Customer literature inventory management, office supplies Inventory Management
• Seminar Preparation
• Work closely with manager and licensed representatives to keep them updated on progress and resolution of client issues/requests

 
 

Qualifications

Education and Experience

• College degree preferred
• Prior customer service, sales, or phone experience required
• Experience or strong interest in sales required

Skills and Knowledge

• Series 7 preferred (required within 6 months of hire)
• Series 63 preferred, required within 90 days of passing the series 7 exam
• Insurance License desired
• Banking, insurance, or financial experience preferred
• Superb interpersonal, customer interaction, and communication skills are needed
• PC/Windows experience required 

 
 
About Fidelity Investments
Fidelity Investments is one of the world's largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visit www.fidelity.com.

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Inside Sales - Entry Level

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SUMMARY:
The Inside Sales Representative team conducts sales calls and creates opportunity with ViewSonic secondary reseller accounts. In addition, the team follows up on all lead generation and participates in outbound lead generation programs in order to develop channel demand. The team is also responsible for   account management activities directed to their assigned accounts and to provide supporting sales activities to their assigned sales territories.
ESSENTIAL DUTIES:

• Pro-actively establish relationships and provide ViewSonic product, promotion, sales support and general pricing information to increase ViewSonic market share and sales within a defined set of telemarketing accounts (resellers) and defined geography covered remotely.
• Respond to inquiries and “mine” non-identified resellers (un-washed) within ISR’s designated geography
• Qualify, nurture, distribute and manage end-user opportunities from trade shows, inbound marketing campaigns and outbound call campaigns to appropriate accounts within the ISR’s reseller base or through ViewSonic geographic based SPG resellers within their defined geography.
• Maintain all assigned reseller account and opportunity information within SalesForce.com
• Based on established criteria, transition appropriate accounts to field sales
• Communicate market conditions internally
• Work with Category Management to gain key market and customer insight
• Conduct outbound sales and opportunity management telemarketing
• Proactively contact customers with any new sales opportunities including ATP and promotion activities
• May attend trade shows or visit customers on site when required by Sales Management
• May perform other projects and duties assigned.

                   
                        
Required Skills                    
                       
Education: college degree preferred
Experience:          

• Must possess good verbal and written communication skills as well as demonstrate problem solving ability to interface clearly and effectively with customers, both internal and external. Professional and results-oriented mindset with enthusiasm of the “Can Do” attitude.
• Ability to organize workload and prioritize assigned tasks of a detailed nature with accuracy.  Must be computer literate and proficient in MS word and Excel
• Team oriented and works collaboratively to achieve team goal
• Ability to speak, read and write French, Spanish or Mandarin helpful.

                   
                       
Job Location:  Walnut, California, United States                    
                       
Position Type: Full-Time/Regular                    

Salary:  30,816.00 - 51,423.00 USD                    

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Accountant Consultant-Claims - Entry Level

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Los Angeles, Ca.

We currently have an exciting career opportunity for a recent college graduate with an Accounting major or individual with 1-3 years experience our New York or Los Angeles office. This position will support Aon’s Property Risk Consulting group.

Aon Property Risk Consulting specializes in property claims consulting services, solely representing the policyholder's interests. Our focus is to quantify a client’s exposure to loss, prepare a comprehensive claim, liaise with the insurer's representatives and obtain prompt, equitable settlements on behalf of our clients.
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DUTIES AND RESPONSIBILITIES: The successful candidate will assist an Accounting Manager in projecting the full extent and scope of the policyholder’s loss through review and analysis of inventory counts, company financials, asset ledgers, budgets, previous purchase orders and other financial documentation.

We will train you as a Claims Consultant to handle the following duties:

1. Summarize / prepare accurate estimates for the repair and replacement of damaged property

2. Interface with client’s accounting department at client offices to gather the necessary claim documentation including invoices, purchase orders and other corporate financial documentation.

3. Conduct site visits, as needed, with the Accounting Manager, including participating in inventory counts at loss locations.

4. Gather and analyze property damage, extra expense and inventory documentation

5. Review corporate financial documentation and assist in the development of financial models to quantify and document a firm’s business income loss.

6. Coordinate with the client and insurance company representatives to support and effectively document the loss being presented

7. Present an accurate and well-documented claim to underwriters and their experts

* Significant travel is sometimes required. Lodging and food expenses will be paid.

SPECIAL SKILLS: The successful candidate will be detailed oriented, a quick learner and a self starter. Must be capable of handling multiple projects simultaneously and the ability to respond promptly to changes in work priorities and client requests. Assignments can include weekend work and travel. Strong Microsoft Excel skills required.

MINIMUM EDUCATION: Bachelors degree in Accounting; Masters Degree / CPA track desirable.

MINIMUM WORK EXPERIENCE: Recent college graduate or 1 – 3 year experience in accounting related industry. Prior experience preparing property and business interruption insurance claims is a plus. Sponsorship is not available.

Aon offers competitive compensation, exceptional benefits, continuing education & training, a unique internal advancement program, and tremendous potential with a growing worldwide organization.

All positions at Aon require an applicant who has accepted an offer to undergo a background check. The checks run are based on the nature of the position. Background checks may include some or all of the following: SSN/SIN validation, education verification, employment verification, criminal check, search against global sanctions and government watch lists, fingerprint verification, credit check, and/or drug test. By applying for a position with Aon, you understand that you will be required to undergo a background check should you be made an offer. You also understand that the offer is contingent upon successful completion of the background check and results consistent with Aon’s employment policies. You will be notified during the hiring process which checks are required by the position.

Aon's professionals are unwavering in their client focus and integrity. We promote diversity, professional development, frugality and stewardship, applying a disciplined non-bureaucratic approach to help our clients realize their business potential. Drawing on our experienced team as a competitive advantage, Aon employees have the freedom to take risks, foster innovation, champion for change and replicate best practices.

For more information about Aon Corporation, visit our website at http://www.aon.com.

Aon is an equal opportunity employer committed to a diverse workforce. M/F/D/V

DISCLAIMER:
Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.

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Design Engineer - Entry Level

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Location:
1. Glendale, Glendale CA US 91201
2. San Leandro, San Leandro CA US 94577

Job Type : Full Time
Career Level : Entry Level
Education : Bachelor's Degree
Skill : Engineering Design
Graphics/Design AutoCad
Category : Engineering

DESIGN ENGINEER / PROJECT MANAGER IN TRAINING

As an engineer or project manager in training, you will be involved in all aspects of the HVAC design / build process. From project conception through the details of design and field coordination, you will work with our staff of experts to obtain a practical knowledge and experience unmatched in this exciting industry.  Examples of HVAC installations span the full spectrum from the simplest commercial building “package system” to the most complex high purity manufacturing process.  Among other activities assigned, you will have the opportunity to apply your engineering expertise on such typical duties as:
   

• Project planning
• Conceptual design through construction drawing development
• LEED certifications
• Economic & energy analysis
• Load calculations, design and layout of equipment, duct and piping systems
• Applications engineering including psychometrics, refrigeration, acoustics, and controls systems
• Coordination of design and installation with Project Management, Construction and Service departments
• Field engineering: assist with project execution, trade coordination, scheduling, document management and problem solving
• Computer 3D modeling of HVAC systems utilizing the latest modeling software
• Estimating and proposal writing, client interaction

Job Requirements :

Entry Level Design Engineer/PM-in-Training Requirements:

• BS in Mechanical Engineering / Environment Engineering or Construction Management
• Prior HVAC intern experience (strongly preferred, but not required)
• Excellent understanding of Engineering fundamentals
• Familiarity with AutoCad (or similar drafting software)
• Ability to interact effectively with others in team environments
• High sense of integrity
• Excellent leadership skills
• Excellent organizational and time management skills
• Excellent oral and written communication skills
• Self-starter and strong desire to succeed

BENEFITS

    * Professional development – In addition to the unmatched experience and knowledge gained through working directly on a broad range of projects, ACCO enhances your professional development through regular on-site training classes and technical seminars. We also offer tuition reimbursement for work-related education.
    * Opportunity for advancement - ACCO’s entrepreneurial culture fosters rapid advancement of individuals demonstrating excellent skills in project execution and leadership. Opportunities include potential advancement to supervisory/managerial roles within the Engineering department and Project Engineering roles within our Project Group.
    * Enjoyable work environment - We have an unusually large number of employees who have been with us 20 years or longer, and for good reason -- we are an employee-owned company and a very successful group who enjoy a friendly and supportive atmosphere. At the same time, this best-in-class environment is 'young at heart' and very entrepreneurial, placing innovation and self-motivation in high regard.
    * Excellent compensation - In addition to a competitive salary, we offer a comprehensive benefits package that includes health and dental insurance, a 401(k) plan, disability insurance, paid holidays, vacation, and sick leave.
ACCO ENGINEERED SYSTEMS IS AN EQUAL OPPORTUNITY EMPLOYER.

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