Transition Service Specialist - Greater Las Vegas, NV Area
Company: Fidelity Investments
Location: Las Vegas
Posted on: May 14, 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 and 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 opportunities and identify solutions and services that
will enhance the customer'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
- Ability 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 - FINRACompany OverviewFidelity Investments is a
privately held company with a mission 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 UsAt 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.
Honored with a Glassdoor Employees' Choice Award, we have been
recognized by our employees as a Best Place to Work in 2022. And
you don't need a finance background to succeed at Fidelity-we offer
a range of opportunities for learning so you can build the career
you've always imagined.As a result of COVID-19, many of our
associates are continuing to work remotely. When Fidelity employees
eventually return to the office, our goal is for most people to
work flexibly in a way that balances both personal and business
needs with time onsite and offsite through what we're calling
"Dynamic Working."We invite you to Find Your Fidelity at
fidelitycareers.com.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
@fmr.com, or by calling 800-835-5099, prompt 2, option 2. We
welcome those with experience in jobs such as Business Analyst,
Buyer, and Purchasing Manager and others in the Business to
apply.
Keywords: Fidelity Investments, Las Vegas , Transition Service Specialist - Greater Las Vegas, NV Area, Other , Las Vegas, Nevada
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