Client Support Specialist - Greater San Jose, CA 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: San Jose - Cam, Los Gatos, Sunnyvale, Mountain View, North San Jose, Palo Alto.
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
- 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 offers a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Pay
The base salary range for this position is $44,000-80,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
Schedule
Fidelity's onsite working model is transitioning to a full-time onsite presence 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.