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:
Bellevue, Tukwila, Seattle, Lynnwood, Redmond
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
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 benefits 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.
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
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.
...them with ample opportunities to become the leaders they aspire to be. All pet lovers welcome CityVet is looking for a Practice Manager to join our team! At CityVet, we know our team of happy people is as unique and diverse as the pets we care for. We recruit and...
LanceSoft is seeking a travel Pharmacist for a travel job in Asheville, North Carolina.Job Description & Requirements ~ Specialty: Pharmacist ~ Discipline: Allied Health Professional ~ Start Date: ASAP ~ Duration: 13 weeks ~40 hours per week ~ Shift: 8 hours...
...operations. This position serves as a key liaison between our company and suppliersprimarily in Asiaensuring accurate and timely fulfillment of purchase orders, high product quality, and smooth coordination with logistics. The role also includes directly booking ocean...
...wide! Independent Lake Camp is on a mission to create the best summer ever for their campers and we need you on board! If youre looking... ...th, 2024. Pre and Post camp work available on request. Apply online at Special Benefits Food and Accommodation provided +...
...full-time, on-site role located in West Chester, OH, for a Digital Marketing & Content Specialist. The specialist will be responsible for facilitating, optimizing, and expanding LEMs social media marketing strategies. This person will increase brand awareness and...