Client Support Specialist - Greater Phoenix, AZ 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: Scottsdale, Chandler, Glendale, Biltmore.
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, 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 Information
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-related 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.