Client Support Specialist - Greater Cleveland, OH Area (REMOTE)
About the role
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: Fairlawn, Westlake, Woodmere.
Responsibilities
- Engage with customers, via 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
Requirements
- Series 7 required or ability to obtain within 90 days
- 2-3 years of previous financial services experience
Qualifications
- 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
Skills
- 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
Benefits
The Fidelity’s Onsite Working Model is currently in place, with some roles and locations requiring 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Pay
Details on pay are not specified in the job description.
Schedule
Details on schedule are not specified in the job description.
Skills
The required skill is having Series 7 required or ability to obtain within 90 days. Other skills include 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, and robust time management and organizational skills.
Benefits
The Fidelity’s Onsite Working Model is currently in place, with some roles and locations requiring 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Pay
Details on pay are not specified in the job description.
Schedule
Details on schedule are not specified in the job description.