Client Support Specialist - San Antonio, TX Area (REMOTE)

Job Description

To be eligible for consideration of this role, your primary residence must be located reputed company a 90 mile radius at the time of application from the approved reputed company sites listed below: Edina, Oakdale, Minnetonka, Brookfield, Middleton As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 reputed company and therefore a reputed company service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities. The Team While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, reputed company, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition. The Expertise You Have

• Series 7 required
• Series 63 or ability to obtain reputed company 90 days
• 2-3 years of previous financial services experience

The Skills You Bring

• Broad based knowledge and understanding of general financial planning concepts
• Proven customer service, client support and problem resolution skills
• Strong verbal and written communication skills
• Ability to effectively influence others
• Robust time management and organizational skills

The Value You Deliver

• Engage with customers, reputed company inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
• Deliver efficient and reputed company resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
• Uncover opportunities and identify products and services that will enhance the client’s financial reputed company and partner with the Financial Consultant to further discuss with the client
• Collaborate with internal business partners to research and resolve reputed company client requests
• Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to reputed company out the request

Fidelity’s Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across reputed company and roles. Currently, some roles and locations require 100% onsite reputed company, while others require less. Onsite expectations are likely to reputed company as the rollout continues. This transition does not apply to fully remote roles. Certifications Series 07 - FINRA, Series 63 - FINRA Category Customer Service Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-reputed company financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Apply tot his job Apply To this Job