Job Description:Transition Service SpecialistWe have an exciting opportunity for a remote, licensed Transition Service Specialist in 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 Transition Service Specialist, you will be an integral part of a team that provides expertiseand empathy duringthe transition of wealth due to certain life events.
When a life event requires a customer to make changes to their accounts, you will provide a personalized, streamlined experience for these transitions.
In this role, you will have the opportunity to help maintain lifelong Fidelity relationships as well as foster new ones for generations to come.
ThePurposeof Your RoleYou will serve as a single point of contact to customers foralltheiraccount reregistration needs, providing a dedicated, compassionate, and balanced approach by building customer confidence and earning their trust.
This includesowning thecustomerexperiencefrominitiationtocompetitionand providing simple and easy solutions for complex requests.
TheValueYou DeliverEngaging with customers via inbound callsandwritten communicationregarding certain life events changesand quickly resolving customer’s inquiries and requestsServicing the full spectrum of customer needs, including account set up, money movement, trading, and establishingorupdating account featuresDeliver efficient and responsive resolution for reregistration in the most effective way possibleUncover opportunities and identifysolutions and services that will enhance the customer’s financial success TheExpertiseWe’re Looking ForSeries 7 requiredSeries 63 or ability toacquireupon hire2-3 years of previous financial services experience TheSkillsYou BringStrongorganizational skillsand the ability to process transactions with efficiency and accuracyEmpathetic mindsetto work throughcomplexsituationswith clients duringtheirdifficult timesAbility to prioritize decisions in afast-movingenvironmentCapability to owncomplex situations that result in positive outcomes for the customer 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 FINRA, Series 63 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 Retail Store Manager and others in the Retail to apply.