Client Service Specialist
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Job Location:
Westlake, OH - USA
Monthly Salary:
$ 48000 - 91000
Posted on:
3 hours ago
Vacancies:
1 Vacancy
Job Summary
Job Description:
The Role
Are you waiting for your opportunity in the investment services industry Are you curious about sophisticated topics such as mutual funds pricing trading mergers and acquisitions Then you are ideal candidate for one of Fidelitys most exciting and dynamic teams!
Our goal is to hire YOU the curious and growth-minded individual who is adventurous enough to immerse yourself in the sophisticated world of brokerage operations. Your mission: To learn analyze problems and connect dots for business partners and customers. Your reward: To excel at providing award-winning service and problem solving every the role you will hone your professional competence and build your professional brand. The environment will be customer focused ambitious and heavily team addition to curiosity and growth you have a desire to be innovative and strategic these are must haves! Classes start soon. If you are driven by curiosity mission and fascinated by the world of finance; then become part this team!
The Expertise And Skills You Bring
You willAnalyzeindustry problems that may include Stock Trading Dividends Mutual Funds Corporate Actions Security Data Securities Pricing and Physical Stock Certificates.
You will Applyvarious technologies to assist our customers with a range of needs basic and sophisticated
You will Engagewith customers and business partners through multiple channels phone email and instant messaging
You will Envisionand execute bold ideas to attract and retain the next generation of customers
You will Improveevery day to prepare for future and advanced career opportunities including Team Lead Analyst and Leadership
Customer Service or Problem-Solving experiencepreferred
College Degree or equivalent work experiencepreferred
A desire for continuous growth and learning about the financial services industryrequired
Possesses a drive to solve sophisticated problems and deliver an outstanding customer experience every day
Self-starter and comfortable working independently when needed
Excellent written and verbal communications skills
Proven technical knowledge and strong problem-solving skills
Ability to contribute ideas as well as influence and execute them in a team environment
Ability to lean into change while multi-tasking in a remote and multifaceted financial services center
Growth Mindset and an appetite for endless learning
FINRA Licenses arepreferred but not required.
The Team
As a member of the Client Experience Team you will take on the role of a Brokerage Operations Rep. You will be given an overview course of the industry and niche training to help you master brokerage operations. You will also get an exclusive peek behind the scenes of one of the most successful privately-owned companies in the world.
The base salary range for this position is $ USD per year.Placement in the range will vary based on job responsibilities and scope geographic location candidates 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.
Please be advised that Fidelitys 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.
Most roles at Fidelity are Hybrid requiring associates to work onsite every other week (all business days M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Certifications:
Category:
Brokerage OperationsRequired Experience:
IC
Key Skills
- Customer Service
- Client Expectations
- Client Requirements
- Client Support
- Action Plans
- Issue Resolution
- Account Management
- Client Relationships
- Service Delivery
- Client Service
- Client Satisfaction
- Client Management
- Procedures
- Service Level Agreements
- New Clients
About Company
The benefits you provide are about more than your workplace. They’re about life. Together, let’s create a program that meets the changing needs of your employees and your business.
