Job Description:ServiceSolutionsSpecialistWe have an exciting opportunity for a remote, licensedServiceSolutionsSpecialistin the Greater San Diego Metro area!
While you will work from home, you must reside near the Greater San Diego area as occasional in-person participation with your peers is an important part of our culture.
We offer virtual interviewing and onboarding, as well as access to our virtual training and support.
You’ll have full access to work from home capability to support our clients remotely As a ServiceSolutionsSpecialist,you will be an integral part of a team that provides expertise for complex service items.You will own the outcome for the clientand provide a personalized, frictionless experience to effectively resolve theclient’sneed.
In this role, you will helpclients feel confident, make clear decisions, and achieve their financial dreams.
The Purpose of Your Role The ServiceSolutionsteam resolvesissues at point of service, and proactively reachesout to clientsto resolve identified issues or items that are not in good order.Youwillsupport Fidelity associatesand clientswith their complex service needs through a case management model.
The Value You DeliverEngaging via phone and written communication,you produceservicesolutionstrategiesby supporting the reactive and proactive needs ofclientsand our front-line associatesYou deliver the best clientexperience in the financial services industry byefficiently and accuratelyresolving issues and taking ownership to solve complex situations The Expertise You HaveSeries 7 requiredSeries 63 or ability to obtainupon hire2-3 years of previous financial services experience The Skills You BringStrong communication skills and organizational skills to prioritize decisions in a fast-moving environmentCreative problem resolution skills with an ability to balance risk and the client experienceCapability to take ownership of complex situations that result in positive outcomes for clientsExperience in a team environment that fosters culture of peer-to-peer coaching, collaboration, and recognition OurInvestmentsin YouFidelity’s greatest advantage is our people, and we believe it is important to approach life holistically.
We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements.
And ourbenefit programsare designed to help you and your family strike the right balance.
Certifications:Series 07 FINRACompany OverviewFidelity Investments is a privately held company with a mission 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.
Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2022.
And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.As a result of COVID-19, many of our associates are continuing to work remotely.
When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working.”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 toaccommodations @fmr.Com, or by calling 800-835-5099, prompt 2, option 2.
We welcome those with experience in jobs such as Merchandise Coordinator, Merchandiser, and Sales Floor and others in the Retail to apply.