Job Description:
Transition Service Specialist
We have an exciting opportunity for a remote, licensed Transition Service Specialist in the Greater San Francisco Metro area! While you will work from home, you must reside near the Greater San Francisco 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 expertise and empathy during the 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.
The Purpose of Your Role
You will serve as a single point of contact to customers for all their account reregistration needs, providing a dedicated, compassionate, and balanced approach by building customer confidence and earning their trust. This includes owning the customer experience from initiation to competition and providing simple and easy solutions for complex requests.
The Value You Deliver
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Engaging with customers via inbound calls and written communication regarding certain life events changes and quickly resolving customer s inquiries and requests
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Servicing the full spectrum of customer needs, including account set up, money movement, trading, and establishing or updating account features
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Deliver efficient and responsive resolution for reregistration in the most effective way possible
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Uncover opportunities and identify solutions and services that will enhance the customer s financial success
The Expertise We re Looking For
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Series 7 required
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Series 63 or ability to acquire upon hire
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2-3 years of previous financial services experience
The Skills You Bring
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Strong organizational skills and the ability to process transactions with efficiency and accuracy
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Empathetic mindset to work through complex situations with clients during their difficult times
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Ability to prioritize decisions in a fast-moving environment
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Capability to own complex situations that result in positive outcomes for the customer
Our Investments in You
Fidelity 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 our benefit programs are designed to help you and your family strike the right balance.
Certifications:
Series 07 – FINRA, Series 63 – FINRA
Company Overview
Fidelity 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 Us
At 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.
Many of our associates are continuing to work remotely temporarily due to COVID-19. 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 accommodations @fmr.com, or by calling 800-###-####, prompt 2, option 3.