Client Service Specialist — Financial Services

Fidelity Investments Inc.; Roanoke (TX); On-site; USD 52,000 - 68,000; Full time

Job summary

Fidelity Investments seeks a Client Service Representative to support RIAs whose clients are custodied with Fidelity. You will work within a service tier with dedicated lines of business and client service managers, handling routine requests with accuracy and timeliness.

You will engage across phone and other channels, striving for customer satisfaction and participating in a clear path toward Client Manager, with an emphasis on on-site teamwork and process discipline.

Qualifications

• Bachelor’s Degree preferred.
• 2+ years of operations/service experience in financial services.
• Solid knowledge of operational business processes and customer service.

Responsibilities

• Process routine daily transactions within scope of responsibility.
• Provide phone and other channel support to RIAs and clients.
• Ensure high quality service experience for assigned client group.
• Collaborate within a service tier with dedicated lines of business.

Skills

Customer service

Interpersonal skills

Verbal communication

Written communication

Time management

Multi-tasking

Proactive problem solving

Process adherence

Education

Bachelor’s degree preferred

Job description

Fidelity Investments seeks a Client Service Representative to support RIAs whose clients are custodied with Fidelity. You will work within a service tier with dedicated lines of business and client service managers, handling routine requests with accuracy and timeliness.

You will engage across phone and other channels, striving for customer satisfaction and participating in a clear path toward Client Manager, with an emphasis on on-site teamwork and process discipline.