Health Savings Account Specialist III
Company: Fidelity Investments
Location: Covington
Posted on: July 29, 2022
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Job Description:
Job Description:Are you passionate about helping customers
achieve better outcomes? If so, we are seeking professional
individuals with a strong desire to help our Health Savings Account
customers In this role, we connect daily with our customers, answer
questions, and process service requests. Join a diverse team in a
fast growing and exciting productThe RoleAt 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.The Value
You DeliverProvide Financial Wellness education in the areas of
savings, budgeting, and paying down debt.Provide support for RBS
(Retirement Brokerage Services) Real Time Traded Stock
transactionsUpskill to Electronic Support of HSA Participants
(Chat)The Expertise and Skills You Bring Bachelor's degree
preferredAll Majors encouragedFINRA Series 7 and 63 registrations
are required for this position - we support you in obtaining these
with a salaried training and development programOutstanding verbal
and written communication skills, and the ability to maintain a
professional and courteous demeanorAbility to establish rapport and
relationships through effectivecommunicationDesire for continual
learning and dedication to study and apply new concepts, learning
quickly and retaining information to assist
withdecision-makingStrong customer service mentalityHigh attention
to detail and proficiency with numbersComfortable with software
including Microsoft Office and OutlookDesire to be proactive,
demonstrate initiative, and make business-related process
improvements.The TeamThe Team provides outstanding customer service
to inbound callers, respond to HSA related inquiries and requests,
and educate customers on plan-specific and IRS rules. Partnering
across the organization and with various vendors to support
participant needs, thereby delivering world-class service and
ensuring continuous process improvements. Services specific
customer requests and inquiries, including account maintenance,
debit cards, qualified distributions, and paying medical expenses.
Recognize and act on opportunities to partner with HSA Planning
Associates for investment recommendations and trading. Answers plan
specific questions regarding employer roles and plan rules with the
customer's HSA. Uses multiple on-line resources effectively while
simultaneously talking with customers. Mitigate risk by adhering to
quality procedures and ensuring compliance with regulatory
requirements. Captures feedback from customers to help us identify
customer experience improvement opportunities.Company Overview At
Fidelity, we are passionate about making our financial expertise
broadly accessible and effective in helping people live the lives
they want We are a privately held company that places a high degree
of value in creating and nurturing a work environment that attracts
the best talent and reflects our commitment to our associates. We
are proud of our diverse and inclusive workplace where we respect
and value our associates for their unique perspectives and
experiences. For information about working at Fidelity, visit
FidelityCareers.com. Fidelity Investments is an equal opportunity
employer.Fidelity will reasonably accommodate applicants with
disabilities who need adjustments to complete the application or
interview process. Please email us at accommodationsfmr.com or call
800-835-5099, prompt 2, option 2 if you would like to request an
accommodation.Certifications:Company 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.Many of our associates are
continuing to work remotely temporarily due to COVID-19. 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 toaccommodations
fmr.com, or by calling 800-835-5099, prompt 2, option
3.PDN-96310d54-5772-4a16-a60a-438eaf73f666
Keywords: Fidelity Investments, Covington , Health Savings Account Specialist III, Healthcare , Covington, Kentucky
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