Client Support Specialist - Greater Phoenix, AZ Area (REMOTE)

Fidelity Investments Inc.; Chandler (AZ); Remote; USD 50,000 - 65,000; Full time

Job summary

Fidelity Investments Inc. is seeking a Client Support Specialist to work with high net worth clients, delivering product guidance and handling complex financial service needs. In this role you will process various trades and drive client loyalty through proactive resolution and expert service.

The team values strong communication, collaborative problem solving, and an ability to manage multiple cases with timely follow-up in a predominantly onsite environment.

Qualifications

• Series 7 required
• Series 63 or ability to obtain within 90 days
• 2-3 years of previous financial services experience

Responsibilities

• Engage with clients via inbound/outbound calls, provide product and service level guidance and process trades (options, equities, mutual funds, fixed income)
• Deliver efficient and responsive resolution for client issues; own the case and communicate solutions
• Uncover opportunities and partner with Financial Consultants to discuss next steps with clients
• Collaborate with internal partners to research and resolve complex client requests
• Conduct proactive outbound calls to communicate resolutions or gather information to close requests

Skills

Financial planning concepts

Customer service

Client support

Problem resolution

Verbal and written communication

Influence others

Time management

Job description

Fidelity will not provide immigration sponsorship for this position.

Job Description:

To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:

Scottsdale, Chandler, Phoenix-Biltmore, Peoria

Note: Fidelity will not provide immigration sponsorship for this position.

Client Support Specialist

As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.

The Team

While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.

The Expertise You Have

• Series 7 required
• Series 63 or ability to obtain within 90 days
• 2-3 years of previous financial services experience

The Skills You Bring

• Broad based knowledge and understanding of general financial planning concepts
• Proven customer service, client support and problem resolution skills
• Strong verbal and written communication skills
• Ability to effectively influence others
• Robust time management and organizational skills

The Value You Deliver

• Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
• Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
• Uncover opportunities and identify products and services that will enhance the client's financial success and partner with the Financial Consultant to further discuss with the client
• Collaborate with internal business partners to research and resolve complex client requests
• Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request

Fidelity's Onsite Working Model

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Series 07 - FINRA, Series 63 - FINRA

Category:

Customer Service

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.