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Transition Service Specialist - Greater Las Vegas, NV Area

Company: Fidelity Investments
Location: Las Vegas
Posted on: January 15, 2022

Job Description:

Job Description:
Transition Service Specialist
We have an exciting opportunity for a remote, licensed Transition Service Specialist in the Greater Las Vegas, NV Metro area! While you will work from home, you must reside near the Greater Las Vegas, Nevada area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You'll have full access to work from home capability to support our clients remotely.

As a Transition Service Specialist, you will be an integral part of a team that provides expertise and empathy during the transition of wealth due to certain life events. When a life event requires a customer to make changes to their accounts, you will provide a personalized, streamlined experience for these transitions. In this role, you will have the opportunity to help maintain lifelong Fidelity relationships as well as foster new ones for generations to come.
The Purpose of Your Role
You will serve as a single point of contact to customers for all their account reregistration needs , providing a dedicated, compassionate, and balanced approach by building customer confidence and earning their trust. This includes owning the customer experience from initiation to competition and providing simple and easy solutions for complex requests.
The Value You Deliver

Engaging with customers via inbound calls an d written communication regarding certain life events changes and quickly resolving customer's inquiries and requests

Servicing the full spectrum of customer needs, including account set up, money movement, trading, and establishing or updating account features

Deliver efficient and responsive resolution for reregistration in the most effective way possible

Uncover opp ortunities and identify solution s and services that will enhance the c ustomer 's financial success
The---Expertise---We're Looking For

Series 7 required

Series 63 or ability to acquire upon hire

2-3 years of previous financial services experience
The Skills You Bring

Strong organizational skills and the ability to process transactions with efficiency and accuracy

Empathetic mindset to work through complex situations with clients during their difficult times

A bility to prioritize decisions in a fast-moving environment

Capability to own complex situations that result in positive outcomes for the customer
Our Investments in You
Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs---are designed to help you and your family strike the right balance.
Certifications: Series 07 - FINRA, Series 63 - FINRA

Company Overview

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients . We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

Join Us

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning and growth so you can build the career you've always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.

We invite you to Find Your Fidelity at .

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations , or by calling 800-835-5099, prompt 2, option 2.

Safety remains Fidelity's top priority and this will never change. Because safety is our top priority, maximizing vaccination is our goal. Fidelity believes that having as many associates vaccinated as possible maximizes the safety of associates, customers, vendors, visitors to our facilities, and the community. As we consider safety protocols in our offices, all US Fidelity regular candidates are offered the opportunity to voluntarily disclose their vaccination status during the hiring process.

Keywords: Fidelity Investments, Las Vegas , Transition Service Specialist - Greater Las Vegas, NV Area, Other , Las Vegas, Nevada

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