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Fidelity Investments: Family office licensed client service representative – future opportunity

Fidelity Investments

This is a Full-time position in Los Angeles, CA posted March 24, 2020.

Job Description: The Client Service Representative (CSR) will provide customer service and operational support to the Client Management Team.

The team supports a division of Fidelity, serving the needs of their High Net Worth Clients.

The Team Fidelity Family Office Services (FFOS) provides comprehensive technology, wealth management products and service excellence to family offices and their advisors.

FFOS is seeking a Client Services Representative (CSR) to join the team to provide customer service and operational support to the Client Management Team.

Fidelity Family Office Services is the business unit that provides custody, brokerage, investment and reporting services to family offices, wealthy families and the advisors that support them.

Fidelity Family Office Services is a cost-effective alternative for clients who want institutional capabilities delivered with objective guidance, exceptional service, integrity, and security.

We provide services to more than 350 family office clients across the country.

We have a strong culture of engagement, service execution and employee recognition.

The Expertise You Have
• Bachelor’s degree required
• 1-3 years in financial asset/brokerage servicing with an emphasis on customer service
• Series 7 & 63 licensing required or obtained within first 6 months
• Proven experience with High Net Worth Client Base is a plus The Skills You Bring
• You have strong interpersonal skills and the proven ability to deliver highly personalized service to a small group of high-profile clients
• You have exceptional client service phone skills
• Your attention to detail and ability to deliver exceptional results
• You have solid organizational skills, with expert ability to multi-task, prioritize and meet deadlines.

• You’re a professional teammate with a positive, self-motivated attitude with the capacity to think creatively.

• You have the ability to work in a dynamic, deadline-oriented environment
• You display excellent problem solving and analytical skills
• Your proven experience with Fidelity mainframe systems: FBSI, CACTUS, and XTRAC preferred The Value You Deliver
• Supporting divisional business needs, while maintaining a “client first” mentality.

• Optimizing the client experience at Fidelity and developing relationships and partnerships with clients, internal, and external business partners.

• Providing exceptional service to all of our clients by processing their requests in an accurate and timely manner.

• Delivering superior results quickly and efficiently, utilizing effective time management skills.

• Driving innovation through curiosity and comprehensive understanding of business processes and challenges.

• Bringing energy and excitement to your role every single day.

• Perform NIGO research and conduct client call-outs to resolve issues
• Ownership of client accommodation needs regarding service, trading and problem resolution issues, with clear responsibility to advance issues as appropriate within the team.

• Assist with the prefill of applications/forms
• Provide backup phone coverage in times of heavy call volume.

• Actively participate in meetings and operational improvement initiatives
• Able to interact with all levels of management and business partners Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want.

We 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 associates.

We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences.

For information about working at Fidelity, visit

Fidelity Investments is an equal opportunity employer.

Certifications: Category:Client Service We welcome those with experience in jobs such as Area Sales Manager, Senior Account Executive, and Promotional Products Sales and others in the Sales to apply.