Client Support Specialist - Greater Indianapolis, IN 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: Indianapolis, Carmel.

Responsibilities

• Engage with customers, via inbound calls, responding to their inquiries 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
• Able 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
• Able to effectively influence others
• Robust time management and organizational skills

Benefits

Fidelity’s Onsite Working Model: Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 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

Not specified

Schedule

Not specified

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
• Able to effectively influence others
• Robust time management and organizational skills

Benefits

Not specified

Pay

Not specified

Schedule

Not specified

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
• Able to effectively influence others
• Robust time management and organizational skills

Benefits

Not specified

Pay

Not specified

Schedule

Not specified

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
• Able to effectively influence others
• Robust time management and organizational skills

Benefits

Not specified

Pay

Not specified

Schedule

Not specified

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
• Able to effectively influence others
• Robust time management and organizational skills

Benefits

Not specified

Pay

Not specified

Schedule

Not specified

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
• Able to effectively influence others
• Robust time management and organizational skills

Benefits

Not specified

Pay

Not specified

Schedule

Not specified

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
• Able to effectively influence others
• Robust time management and organizational skills

Benefits

Not specified

Pay

Not specified

Schedule

Not specified

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
• Able to effectively influence others
• Robust time management and organizational skills

Benefits

Not specified

Pay

Not specified

Schedule

Not specified

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
• Able to effectively influence others
• Robust time management and organizational skills

Benefits

Not specified

Pay

Not specified

Schedule

Not specified

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
• Able to effectively influence others
• Robust time management and organizational skills

Benefits

Not specified

Pay

Not specified

Schedule

Not specified

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
• Able to effectively influence others
• Robust time management and organizational skills

Benefits

Not specified

Pay

Not specified

Schedule

Not specified

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
• Able to effectively influence others
• Robust time management and organizational skills

Benefits

Not specified

Pay

Not specified

Schedule

Not specified

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
• Able to effectively influence others
• Robust time management and organizational skills

Benefits

Not specified

Pay

Not specified

Schedule

Not specified

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
• Able to effectively influence others
• Robust time management and organizational skills

Benefits

Not specified

Pay

Not specified

Schedule

Not specified

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
• Able to effectively influence others
• Robust time management and organizational skills

Benefits

Not specified

Pay

Not specified

Schedule

Not specified

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
• Able to effectively influence others
• Robust time management and organizational skills

Benefits

Not specified

Pay

Not specified

Schedule

Not specified

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
• Able to effectively influence others
• Robust time management and organizational skills

Benefits

Not specified

Pay

Not specified

Schedule

Not specified

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
• Able to effectively influence others
• Robust time management and organizational skills

Benefits

Not specified

Pay

Not specified

Schedule

Not specified

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
• Able to effectively influence others
• Robust time management and organizational skills

Benefits

Not specified

Pay