Senior Advisor Experience Specialist – UHNW Clients

Fidelity Investments Inc.; Texas; Presencial; USD 70.000 - 95.000; Jornada completa

Descripción de la vacante

Fidelity Charitable is hiring an Advisor Experience Senior Specialist in Westlake, TX to serve professional financial advisors and ultra-high-net-worth donors. You will handle service requests via phone and email, resolve complex issues, and coordinate with internal partners to ensure premium service delivery.

The role requires a Bachelor’s degree and 3–5 years in related customer service or UHNW environments, with strong communication and problem-solving skills.

Formación

• Bachelor’s degree required.
• 3–5 years in customer service or UHNW environment.
• Experience in financial services, brokerage or investments preferred.
• Strong verbal and written communication.
• Ability to resolve escalated situations.
• Excellent problem solving and judgment.
• Attention to detail and accuracy.
• Strong organizational & time management.
• Proficient with Fidelity systems and analytics tools.

Responsabilidades

• Serve as primary contact for service activities for professional advisors.
• Answer calls and emails; resolve inquiries and escalations.
• Coordinate with Compliance, Program, Legal, Risk, and Deliveries.
• Assist with expedited delivery requests.
• Identify process improvements to increase efficiency.

Conocimientos

Customer service

Communication skills

Problem solving

Project management

Attention to detail

Time management

Data analytics

Excel

Tableau

Educación

Bachelor’s degree

Herramientas

Fidelity systems (FBSI, XTRAC)

Excel

PowerPoint

Tableau

Descripción del empleo

Fidelity Charitable is hiring an Advisor Experience Senior Specialist in Westlake, TX to serve professional financial advisors and ultra-high-net-worth donors. You will handle service requests via phone and email, resolve complex issues, and coordinate with internal partners to ensure premium service delivery.

The role requires a Bachelor’s degree and 3–5 years in related customer service or UHNW environments, with strong communication and problem-solving skills.