Customer Service/Call Center Specialist

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  • Location: Bedford, MA

Accounting / Finance in Billerica, MA

POPULAR
Financial Planner
1
Financial Planner
Billerica, MA
Jan 03, 2024

that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand.

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. The Expertise We're Looking For Previous success in building relationships, uncovering needs and recommending solutions FINRA Series 7 & 63 licensed; Series

65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions Being coachable, collaborative, and curious are your " go to" attributes Committed to delivering an outstanding customer

experience with a passion for seeing others thrive Motivated by results and finding solutions, you take initiative and exceed customer expectations Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically.

We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our---benefit programs---are designed to help you and your family strike the right balance. - We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!

The Value You Deliver Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills You have a steadfast commitment to your clients while making a positive impact in the community Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 65 - 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 Accounts Receivable Clerk, Billing and Posting Clerk, and Accounting Manager and others in the Accounting and Finance to apply.

POPULAR
Administrative Assistant
1
Administrative Assistant
Billerica, MA
Dec 19, 2023
POPULAR
Clerical Assistant
1
Clerical Assistant
Billerica, MA
Dec 19, 2023
POPULAR
Staff Accountant
1
Staff Accountant
Billerica, MA
Dec 21, 2023

and leaps in scientific understanding. We are proud to be recognised as the leaders in what we do and for the difference we make in the world. This is an exciting time to come join us! How we work We’re committed to being the leading provider of high-tech products and services for the world’s most important industrial and scientific research communities.

Our people are vital to our success. We strive to offer the opportunities that will attract, motivate and retain the very best talent in our sector. This involves creating an inclusive environment and culture, where difference is valued and people are recognized for what they deliver and bring to the team. Empowering People to Make a

Difference We don’t wait for change to happen. We enable it. That’s why we aim to create the best working environment and culture for our people to thrive. We share the same goals and value diversity of thought, perspective and experience.

With a focus on the ongoing development, engagement and wellbeing of our people, we know we will continue to exceed customer expectations and drive change for the future. About the Opportunity: The Staff Accounant (SA) provides accounting support to multiple business units and is a member of our fantastic finance team based in Concord, MA. This is a hybrid role , working at least 3 days on site. The SA will find innovative ways to improve efficiency,

performs reconciliation of balance sheet accounts in connection with the monthly close, and reviews P&L, explaining trends and variances and making accrual entries as necessary.

This role will have full responsibility for balance sheet and P&L for multiple business units including: Additional Responsibilities: Assist with administrative tasks as needed Publish weekly reports for orders and revenue Prepare journal entries and reconciliations Answers accounting and financial questions by research and interpretation of data Familiarity with cost accounting and intercompany transfer pricing mechanism Update fixed asset register Reconcile bank accounts Assist with managing the expense reimbursement process using Concur Assist in preparation for interim and year end audits Adhere to strict deadlines Other duties as required About the Candidate: The right candidate for this role will have excellent organizational skills, is detail oriented, and has the ability to prioritize.

A Bachelor’s degree in Accounting/Finance and 3+ years’ experience in a related role or combination of education and experience is required. Project management experience is preferred. Willingness/desire to learn and get exposed to new tasks and experience with ERP systems, i. e. CSI/Syteline, JDE E1, etc.

CPA preferred but not required Additional Qualifications: Ability to work in a fast-paced environment required Excellent written and oral communication skills required Experience providing a customer focused, high quality service in an accounting environment Demonstrates the ability to manage workload in an organized manner and carry out tasks accurately Takes advantage of opportunities to achieve (and exceed) business objectives. Has a sound appreciation of the current and future requirements of target customers. Establishes and exploits good, mutually beneficial customer relationships.

Places customer satisfaction as the highest priority. Understands the key factors which influence the performance of own area of the business. Uses communication skills effectively in both one-to-one and group situations. Listens actively and respects the views of others (even if he/she does not agree with them). Builds long term relationships of trust and influence with a wide range of internal and external contacts. Operates effectively within ambiguous and sensitive contexts. Oxford Instruments requires all employees to be fully vaccinated by their first day of work. The Company will consider requests for medical or religious accommodation as required by law.

Applicants must be authorized to work for ANY employer in the US. We are unable to sponsor or take over sponsorship of employment Visa at this time for this position. Oxford Instruments Company is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, interaction, interactionual orientation, national origin, disability or protected veteran status. EOE/M/F/D/V This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.

S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the I-9 Form. Note to recruitment agencies: Oxford Instruments does not accept agency CV’s.

Please do not forward details to our jobs alias, Oxford Instruments employees or any other company location. Oxford Instruments is not responsible for any fees related to unsolicited CV’s. #LI-EB1 #LI-hybrid

Accounting / Finance In Massachusetts

1
Finance Director
Worcester
Jan 02, 2024

for all accounting and finance personnel Be proactive when it comes to the company's financial position and act to prevent problems. Requirements/Skills: CPADegree in Accounting or Finance or related Experience as a Controller, Finance Manager or Finance Director in a manufacturing or distribution setting Experience managing direct reportinteractioncel Strategic financial experience Excellent opportunity to grow in the future!

UI888849

1
Project/Staff Accountant $75k to $85k Hiring Immediately
Boston
Jan 02, 2024

project/staff accountant- A company that has been a national leader in the commercial real estate private equity industry for nearly three decades -Project/Staff Accountant Responsibilities: - Review ongoing projects for the purpose of updating owners/managers on progress and to estimate potential profitability of these projects- Maintaining the general ledger accounts- Field questions from management and employees regarding project concerns- Work closely with Accounts Receivable and Collections to ensure prompt payment of all project invoices -Project/Staff Accountant Qualifications: - Bachelor's Degree in Accounting or Finance- 1-3 years of accounting experience.

- Real estate experience

a plus! - Experience in general accounting, job costing and maintaining the general ledger -Visit - -to learn more about our openings! -There are no costs for candidates utilizing our services as our clients pay for all related hiring fees.

All PSG job postings are either actual positions we had available at the time of posting and/or are representative of positions we typically fill or expect to fill. If you see a job that interests you, respond to the ad or give us a call so that we can help you find a job you'll love. As one of the area's largest staffing firms, we help 2,500 people find jobs a year so chances are good that we can help you too. Professional Staffing Group is an equal

opportunity employer and considers qualified applicants for employment regardless of race, gender, gender identity, gender expression, age, color, religion, disability, veteran's status, interactionual orientation, or any other protected factor.

-#pando A&FPando Logic. Keywords: Staff Accountant, Location: BOSTON, MA - 02108

1
New Financial Advisor
Fitchburg
Jan 02, 2024

you need to provide tailored solutions to meet the complex needs of our clients - while you build a rewarding practice. Job Overview READY If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you.

Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch office support, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have

more offices in the U. S. and Canada than any other investment firm, serving over seven million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds.

We value an inclusive environment where everyone's different viewpoints help to achieve results. We don't often brag, but we're frequently recognized and awarded as a top place to work. We were named one of the "100 Best Companies to Work For" by Great Place to Work and FORTUNE magazine. Edward Jones captured the No.35 spot on the prestigious 2022 list. Edward Jones is built to help you positively impact clients' lives, helping them achieve

their long-term financial goals as you make a difference in the community where you live.

SET What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself. Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice?

Working in and positively impacting your local community? If so, we'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program. Salary for the first four years as you begin to build your practice A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently but will have a team of thousands backing you every step of the way.

You can also expect. No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds GROW! Take the next step toward a new beginning with Edward Jones. Don't wait, apply today! 1 2022 Fortune's 100 Best Companies to Work For, published April 2022, research by Great Place to Work, data as of August 2021.

Compensation provided for using, not obtaining, the rating. From FORTUNE 2022 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments. 2 For the 22nd consecutive year, Edward Jones was named a top company for training. The firm ranked No.24 on Training magazine's prestigious 2022 Training Top 100 list.

2000-2022 Training Magazine Training Apex Award, published January-March each year, data as of September of prior year, an application fee was required for consideration. Skills/Requirements Financial advisors succeed by demonstrating a unique combination of ambition, self-motivation and commitment to establishing long-term client relationships. Financial advisors are driven by performance, and we ensure that their compensation and earning potential is reflective of their performance. They're confident and possess the ability to think critically, with sound judgment.

Awards & Accolades Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For ranking by Great Place to Work and Fortune magazine. Edward Jones ranked No. 35 on the prestigious 2022 list. 2022 Fortune's 100 Best Companies to Work For, published April 2022, research by Great Place to Work, data as of August 2021. Compensation provided for using, not obtaining, the rating. From FORTUNE 2022 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license.

FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, Edward Jones Investments. Edward Jones scored 100 percent on the Human Rights Campaign Foundation's 2022 Corporate Equality Index (CEI) which designates Edward Jones as one of the best places to work for LGBTQ+ Equality 2022 Best Places to Work For LGBTQ+ Equality, Great Place to Work in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating.

From The Human Rights Campaign. All Rights Reserved. For the 22nd consecutive year, Edward Jones was named a top company for training. The firm ranked No.24 on Training magazine's prestigious 2022 Training Top 100 list. 2000-2022 Training Magazine Training Apex Award, published January-March each year, data as of September of prior year, an application fee was required for consideration. Edward Jones ranked Highest in Employee Advisor Satisfaction among Financial Investment Firms. 2022 Highest in Employee Advisor Satisfaction among Financial Investment Firms in the J. D.

Power U. S. Financial Advisor Satisfaction Study, published by JD Power July 2022, data as of May 2022. Compensation provided for using, not obtaining, the rating. For J. D. Power 2022 award information, visit /awards. About Us At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work. In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients.

Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U. S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, interactionual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA

1
General Interest: Investor
Boston
Jan 03, 2024

impact on the world around us. Focused on investing in high potential, founder-owned, capital-efficient companies that aspire to lead their markets - and have the proven chops to get there. Volition aims to invest in every sense of the word. We're extremely selective, and work every day to support our founders, their teams, and their mission.

An approach that has allowed us to participate in notable exists in each of our sector focuses: Software (Jazz HR, G5, Velocify), Internet (Global Tranz, Connatix, i Pipeline), and Consumer (). At Volition, we believe that diversity of thought and experience is the key to delivering increased performance and better results. Therefore, we aim to build

teams consisting of varied backgrounds, perspectives, capabilities, and interests. The role: This application is intended for any candidates that do not see a current opening that fits their current experience and interest level.

Although we are actively growing, we do not always have active openings that fit every candidate. However, we would still love to hear from you. By submitting your application, you are submitting your interest in Volition Capital, and we will do our best to reach out as new opportunities arise within our firm. Additionally, if you are interested in joining a portfolio company, please do not hesitate to submit an application to our talent network. Our portfolio is always looking for the next amazing talent.

1
Regulatory compliance manager - alcohol beverage
Medford
Jan 03, 2024

United States, focused on regulated activities.

Responsibilities: Obtain and maintain Federal, State, and Local authorizations for the production and distribution of alcohol Support all aspects of KDP’s operations as it relates to Food Safety, QEHS, and other regulated activities.

Research and analyze legal sources such as statutes, regulations, legal articles and legal codes globally with specific attention to US, Canada, and Latin America. Support the Corporate Counsel in researching and drafting responses to regulatory notifications. Working directly with business clients to support compliance activities related to product and packaging quality. Participate in internal meetings

and internal and external conferences to better understand company objectives and initiatives. Develop standards and templates to allow the business to more efficiently achieve compliance including supporting training activities.

Analyze and interpret regulations, articles, and general correspondence. Support the Legal department’s efficiency initiatives through various internal projects and track and report on progress Strategically incorporate the broader strategy of the business in day-to-day activity. Follow all KDP policies and procedures Perform other duties as requested by leadership Requirements: Bachelor degree. Regulatory Compliance or related major preferred 5 years experience

in regulatory compliance, alcohol permitting/licensing, food safety, quality, alcohol or related.

3 years’ experience using MS Office Programs Strong expertise in relevant laws and business practices Familiarity with various types of regulations Technical Compliance Expertise Analytical / Problem Solving Skills Planning and organization skills, including the ability to multi-task Company Overview & EEO Statement: Keurig Dr Pepper (NASDAQ: KDP) is a modern beverage company with a bold vision built to deliver growth and opportunity. We operate with a differentiated business model and world-class brand portfolio, powered by a talented and engaged team that is anchored in our values.

We work with big, exciting beverage brands and the #1 single-serve coffee brewing system in North America at KDP, and we have fun doing it! Together, we have built a leading beverage company in North America offering hot and cold beverages together at scale. Whatever your area of expertise, at KDP you can be a part of a team that’s proud of its brands, partnerships, innovation, and growth. Will you join us? We strive to be an employer of choice , providing a culture and opportunities that empower our team of ~28,000 employees to grow and develop. We offer robust benefits to support your health and wellness as well as your personal and financial well-being.

We also provide employee programs designed to enhance your professional growth and development, while ensuring you feel valued, inspired and appreciated at work. Keurig Dr Pepper is an equal opportunity employer and affirmatively seeks diversity in its workforce. Keurig Dr Pepper recruits qualified applicants and advances in employment its employees without regard to race, color, religion, gender, interactionual orientation, gender identity, gender expression, age, disability or association with a person with a disability, medical condition, genetic information, ethnic or national origin, marital status, veteran status, or any other status protected by law.

For more details: jobs-search. org/finance_burlington-c434585/regulatory-compliance-manager-alcohol-beverage-burlington_i1981234217

1
Sr. Accountant
Boston
Jan 03, 2024

of assets they're responsible for all the reporting & analysis over. What To Know: $80,000 annual base pay 15% competitive bonus Responsibilities: Ensuring bank reconciliations are prepared and reviewed monthly Managing the monthly financial statements and preparing quarterly and annual investor reports Analyzing revenue expenses to ensure data is recorded properly every month Maintaining the full general ledger Requirements and Skills: A Bachelor's degree in Accounting 2+ years of experience in Accounting; real estate experience preferred Proficiency with Microsoft Office Suite such as Word, Excel, and Outlook (Including calendar management) Excellent organizational and communication skills

with a high level of attention to detail Visit our website to learn more about our openings!

There are no costs for candidates utilizing our services as our clients pay for all related hiring fees.

All Pro Pivotal job postings are either actual positions we had available at the time of posting and/or are representative of positions we typically fill or expect to fill. If you see a job that interests you, respond to the ad or give us a call so that we can help you find a job you'll love. As one of the area's largest staffing firms, we help 2,500 people find jobs a year so chances are good that we can help you too. Pro Pivotal is an equal opportunity employer and considers qualified

applicants for employment regardless of race, gender, gender identity, gender expression, age, color, religion, disability, veteran's status, interactionual orientation, or any other protected factor.