Job Description:We have a new and exciting opportunity for a Remote Licensed Service Support Specialist Research and Resolution Team in the Greater San Diego area !
The position is fully remote and requires you reside in the Greater San Diego, California area.
We offer virtual interviewing and on boarding, as well as access to our virtual training and support.
Full access to work from home capabilities to support our clients remotely.In the Service Support Group you will be an integral part of a team that provides expertise for all complex service items, emphasizing “point of service” resolution.
You will own the outcome for the customer and provide a personalized, frictionless experience to effectively resolve the customer need.
In this role, you will have the opportunity to help our customers feel more confident, make clearer decisions, and achieve their own financial dreams.The Purpose of Your RoleThe Service Support team will be empowered and trained to resolve most issues “at point of service,” and will proactively reach out to customers to resolve “not in good order” items and other Fidelity identified issues.
You will serve as a single point of contact to customers, providing a dedicated, compassionate, and balanced approach by building customer confidence and earning their trust.
This includes:Owning the issue to completionProviding simple, easy solutions for complex requestsLeveraging comprehensive digital solutionsServicing the full spectrum of customer needs, including account set up, money movement, trading and establishing /updating account featuresThe Expertise You HaveSeries 7 requiredSeries 63 or ability to obtain within 90 days2-3 years of previous financial services experienceThe Skills You BringAn ability to process transactions with efficiency and accuracyYour strong organizational skills and ability to prioritize decisions in a fast moving environmentCreative problem resolution skills with an ability to balance risk and the customer experienceYou are able to take ownership of complex situations that result in positive outcomes for the customerYou have experience in a team environment that fosters culture of peer to peer coaching, collaboration and recognitionThe Value You DeliverYou implement Fidelity’s Service Support strategy by supporting the reactive and proactive needs of customers, and our front line associatesYou deliver the best customer experience in the financial services industry by quickly resolving issues and taking ownership to resolve more complex situationsYou correspond with customers through a number of channels including phone, letters and emails to quickly resolve the requestDeliver efficient and responsive resolution in the most effective way possibleFidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.
To initiate a request for an accommodation please contact the following:For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2For roles based in Ireland: Contact accommodationsireland@fmr.comFor roles based in Germany: Contact accommodationsgermany@fmr.comFidelity Privacy policyCertifications: Series 07 FINRA, Series 63 FINRACompany OverviewAt Fidelity Investments, our customers are at the heart of everything we do.
As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients.
We help people invest and plan for their future.
We assist companies and non-profit organizations in delivering benefits to their employees.
And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.Join UsAt Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours.
You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home.
And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning and growth so you can build the career you’ve always imagined.
We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.We invite you to Find Your Fidelity at fidelitycareers.Com .Fidelity Investments is an equal opportunity employer.
We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.
To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.Com, or by calling 800-835-5099, prompt 2, option 2.