Client Support Specialist - Greater Milwaukee, WI 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: Mequon, Milwaukee.

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.
• Deliver efficient and responsive 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 success and partner with the Financial Consultant to further discuss with the client.
• Collaborate with internal business partners to research and resolve complex client requests.
• Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request.

Requirements

• Series 7 required or ability to obtain within 90 days
• Series 63 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

Details about pay are not specified in the job description.

Schedule

Details about schedule are not specified in the job description.

Skills

• Series 07 - FINRA
• Series 63 - FINRA

Category

Customer Service

Company

Fidelity