commercial product development, and distribution. Summary This role will investigate, review and approve or decline domestic and international credit applications and credit orders within delegated authority in accordance with established policies, practices and procedures.
Key Responsibilities Evaluates status of selected Accounts Receivable collections, then takes necessary and authorized actions. Call past due accounts and make arrangements for payment of past due invoices. Maintains accurate records of all Accounts Receivable transactions. Takes direction from senior staff and develops technical skills. Investigates, reviews and recommend credit lines on new and existing customers
while working within departmental guidelines, procedures and policies. Knowledge of accounting practices - research and problem solving to ensure payments are posted correctly.
Ensure invoices/credit memo/reinvoice are posted to the correct accounts for resolution. Typical Education Bachelor's degree (B. A. or B. S. ) from 4 year college or university Relevant Experience Handle customer and internal relations diplomatically and firmly when required. Conduct business affairs with uncompromising honesty. Required Certifications Other Information Extraordinary customer service skills are a high priority in this job; those skills include acting as a liaison between customers, sales force
and management. Must reside or be willing to relocate to Loveland, Colorado.
Job Requisition ID: 16294Travel Required: Less than 10%Location(s): SGS Office - Loveland Country: United States Wage range or rate of pay: $50-55k Plus annual incentive plan eligibility The compensation offered to the successful applicant may vary based on factors including experience, skills, education, location, and other job-related reasons. Attractive total rewards package that includes: Medical, dental, vision coverage 401(k) savings plan Paid Family Building Leave Generous Paid Time Off - Eligible employees may accrue up to 160 hours in year 1 10 Paid Holidays Relocation Assistance Program (where applicable) Education Assistance Benefits details available at The J.
R. Simplot Company is proud to be an Equal Opportunity Employer and will consider all qualified applicants for employment without regard to race, color, religion, national origin, ancestry, age, interaction, gender, gender identity, gender expression, genetic information, physical or mental disability, medical condition, interactionual orientation, military or veteran status, marital status, or any other protected status.
to explore new challenges in your career? With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology, and an elite investment platform.
Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies. The Expertise We're Looking For FINRA Series 7 & 63 required prior to hire Series 66 (63/65) and Insurance Licenses preferred or to be obtained upon hire Five years financial services experience, with 3-5 years of sales experience
A CFP is helpful; if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it! The Purpose of Your Role We work collaboratively with multiple business specialists within a phone center and across a field network, we are building the best possible customer experience to meet the clients' broad range of investment needs.
We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. Your sharp focus, motivational skills and leadership qualities are prime attributes as you provide the appropriate investment solutions to existing clients
and help expand the acquisition of new customers. The Skills You Bring You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with High Net Worth clientele Excellent knowledge of investment products Entrepreneurial spirit: experience working independently, within the infrastructure of a large organization Strong technological acumen and comfort with learning how to use new tools Excels in paperless work environment by leveraging technology Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions by using guidance tools and presenting target solutions that motivate customers to take action Extraordinary listening and communication skills, confident public speaking, and group dynamics Collaborating with multiple business partners allows you to craft an unsurpassed customer experience and meet the client's broad range of investment needs Our Investments in You We believe that a holistic approach to life is important.
Our are designed to help you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings: Click to hear from a few of our associates about the outstanding benefits Fidelity offers: The Value You Deliver No longer spending time on cold calls and sourcing new clients, you can make an impact in the lives of your clients through deepening relationships and complex financial planning Your integrity, insights, communication skills and meticulous planning will allow you to deliver the very best service and help customers to reach their retirement goals Educating customers on the technology and channels available to them to better monitor, maintain, and handle their investments You are developing existing relationships to retain and increase total assets and profitability How Your Work Impacts the Organization As the lead for the client management team, you will offer mentorship and personalized financial planning to customers over the phone and help to extend the reach of Fidelity's brand.
Fidelity has an open architecture, allowing you to provide comprehensive and complex investment solutions. At Fidelity, you'll have the support of a well-rounded team of professionals, full access to some of the best resources and tools in the industry, and a top compensation package with extraordinary benefits.
While you build relationships here, you will also be building your career! We believe in being #Different Together. Fidelity's nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or interactionual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive and inclusive workplace for all employees. We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences.
The base salary range for this position is $55,000 - $75,000 per year. -Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. - -We offer a wide range of to meet your evolving needs and help you live your best life at work and at home. -These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
-Note, the application window closes when the position is filled or unposted. Certifications: Certified Financial Planner - / CFP- - - Issuing Authority, Series 07 - FINRA, Series 66 - FINRACompany Overview Fidelity Investments is a privately held company with a mission -to strengthen the financial well-being of our clients.
-We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home.
Honored with a -, we have been recognized by our employees as a Best Place to Work in 2023. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling " " Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks.
These requirements are subject to change. We invite you to -Find Your Fidelity -at -. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to -, or by calling 800-835-xyz X, prompt 2, option 3. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry.
Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role.
Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We welcome those with experience in jobs such as Controller, Billing, Cost, and Rate Clerk, and Bookkeeper and others in the Accounting and Finance to apply.
for accounting, finance, forecasting, and maintaining strong relationships with our banks. PRIMARY DUTIES: Ensure credibility of Finance group by providing timely and accurate analysis of cash flow, financial-trends, and forecasts. Direct and oversee the Finance & Accounting staff and functions of the department, including weekly reporting to the President.
Evaluate and advise on the impact of long-range planning, introduces new programs and strategies, and advises on regulatory actions. Establish and maintain strong relationships with the organization's management to identify their needs and seek viable solutions. Provide executive management with advice on the financial implications
of the organization's activities. Manage annual audit and tax work. Prepare and oversee audit schedules (PBCs) and coordinate the audit schedule for timely tax returns and audited financials.
Ensure compliance with regulatory filings including payroll taxes, sales and use tax, and other business registrations. Ensure that effective internal controls are in place and ensure compliance with GAAP and applicable federal, state and local regulatory laws and rules for financial and tax reporting. Qualifications: -4-year degree in Finance or Accounting, from an AACSB accredited university. CFA preferred. At least ten years of increasingly responsible management experience and proven accomplishment
in business, finance and/or accounting with leadership and non-profit organizational.
Effective, strategic, self-motivated leader and collaborator. Strong oral and written communication skills. Excellent analytical skills, attentive to detail, and highly organized. A willingness to further your professional development through additional education and training. Benefits for Full-time Employees: Flexible Spending Account Lifestyle Spending Account Health Savings Account 401(k) (Up to a 6% company match! ) Life Insurance Critical Illness Insurance Identity Protection Legal Protection Vision Insurance If you are ready to take the next step, email your resume and cover letter explaining why you are the best fit for this position to #J-18808-Ljbffr
