Job details
Job type full-time
Full job description
Job description:
We have a new and exciting opportunity for a remote licensed transition services specialist in the greater tri-state area! the position is fully remote and requires you reside in the greater tri-state areaWe offer virtual interviewing and on boarding, as well as access to our virtual training and supportFull access to work from home capabilities to support our clients remotely.
In transition services you will be an integral part of a team that provides expertise for the transition of wealth due to certain life eventsWhen a life event requires a customer to make changes to their accounts, you will provide a personalized, frictionless experience for these transitionsIn this role, you will have the opportunity to help maintain lifelong fidelity relationships as well as foster new ones for generations to come.
The purpose of your role
You will serve as a single point of contact to customers for all of their account reregistration needs, providing a dedicated, compassionate, and balanced approach by building customer confidence and earning their trustThis includes:
Owning the experience from initiation to completion
Providing simple, easy solutions for complex requests
Leveraging comprehensive digital solutions
Servicing the full spectrum of customer needs, including account set up, money movement, trading and establishing /updating account features
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
Strong multi-tasking skills and the ability to process transactions with efficiency and accuracy
Strong organizational skills, ability to prioritize decisions in a fast moving environment
Take ownership of complex situations that result in positive outcomes for the customer
Contribute to a team environment that fosters culture of peer to peer coaching, collaboration and recognition
The value you deliver
Engage with customers, via inbound calls, responding to their inquiries which may include notifying us of certain life events, owning the reregistration and providing next steps for completing, processing reregistration, processing transactions to include equities, mutual funds and fixed income trades and other specialized monetary requests, and product guidance and solutions for financial planning
Deliver efficient and responsive resolution for reregistration in the most effective way possible
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
Correspond with customers through a number of channels including phone, letters and emails to quickly resolve the request
Certifications:
Series 07 - finra, series 63 - finra
Company overview
At fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they wantWe are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associatesWe are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiencesFor information about working at fidelity, visit fidelitycareers.com.
Fidelity investments is an equal opportunity employer.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview processPlease email us at [email protected] or 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.
