CovingtonRecruiter Since 2001
the smart solution for Covington jobs

Client Service Licensed Professional

Company: Fidelity Investments
Location: Covington
Posted on: May 20, 2020

Job Description:

Job Description:APPLY NOW. HIRING IMMEDIATELY
If you currently hold a Series 7 license, we would like to speak with you!-- Roles are available for hire now and we are seeking individuals ready to make a difference for our customers. We are currently offering Virtual interviewing and onboarding, as well as access to our virtual training and support.-- Full access to work from home capabilities to support our clients remotely.---- As a Licensed professional in our service organization, you will be an integral part of a fast-paced, team-oriented environment that is focused on enhancing relationships, handling complex service and investment needs, while working to increase customer loyalty and drive business development opportunities. Providing expertise for all service items, emphasizing "point of service" resolution.-- You will own the outcome for the customer and provide a personalized, frictionless experience to effectively resolve the customer need. In this role, you will have the opportunity to help our customers feel more confident, make clearer decisions, and achieve their own financial dreams.The TeamWhile every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past.----Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization.----These simple but powerful values set us apart from our competition.The Expertise You Have

  • Series 7 required
  • Series 63 or 66 preferred, or ability to obtain within 90 days
  • 2-3 years of previous financial services experienceThe Skills You Bring
    • Broad based knowledge and understanding of general financial planning concepts
    • Proven customer service, client support and problem resolution skills
    • Take ownership of complex situations that result in positive outcomes for the customer
    • Ability to effectively influence others
    • Robust time management and organizational skills
    • Experience in handling complex trade requests (options, equities, mutual funds and fixed income) helpful, but not requiredThe Value You Deliver
      • Engage with customers, via inbound calls, responding to their inquires
      • Servicing the full spectrum of customer needs, including account set up, money movement, trading and establishing /updating account features
      • You deliver efficient and responsive resolution for various client situations.----
      • Effectively 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
      • Collaboration with internal business partners to research and resolve complex client requests
      • You have a strong aptitude for embracing new technology and the ability to simultaneously use multiple systems and resources to find the answers you need.
      • You are client obsessed and provide peace of mind and confidence to our participants as you effectively answer their questions and handle their needs
      • Correspond with customers through a number of channels including phone, chat, letters and emails to quickly resolve the request
      • Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the requestCompany OverviewAt Fidelity, we are focused on 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--valueour associates for their unique perspectives and experiences.----For information about working at Fidelity, visit--Fidelity Investments is an equal opportunity employer.Certifications:Series 07 - FINRA, Series 63 - FINRACategory:Customer Service

        Company OverviewAt Fidelity, we are focused on 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. We welcome those with experience in jobs such as Retail Assistant, Online Merchant, and District Manager and others in the Retail to apply.

Keywords: Fidelity Investments, Covington , Client Service Licensed Professional, Other , Covington, Kentucky

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


Amazon Order Picker
Description: Shifts: br Overnight, Early Morning, Day, Evening, Weekend br br Location: br Hebron, KY br Job opportunities vary by location. We update postings daily with open positions. br br Hourly (more...)
Company: Amazon Workforce Staffing
Location: Fairfield
Posted on: 06/4/2020

Amazon Order Picker - Start Earning
Description: Warehouse Team Members br br Shifts: br Overnight, Early Morning, Day, Evening, Weekend br br Location: br Hebron, KY or Cincinnati, OH br Job opportunities vary by location. We update (more...)
Company: Amazon Workforce Staffing
Location: Covington
Posted on: 06/4/2020

Client Engagement Representative
Description: Job Description: This role requires the Series 7 License in order to be considered. If you do not have a Series 7, please search for Workplace Planning Associate or Customer Relationship Advocate positions (more...)
Company: Fidelity Investments
Location: Covington
Posted on: 06/4/2020


Investment Solutions Representative - Covington, KY
Description: Job Description: This role requires the Series 7 License in order to be considered.-- If you do not have a Series 7, please search for Workplace Planning Associate or Customer Relationship Advocate positions (more...)
Company: Fidelity Investments
Location: Covington
Posted on: 06/4/2020

Dsp Pt Weekenders 12 An Hour - The MENTOR Network
Description: Dsp Pt Weekenders 12 An Hour - The MENTOR NetworkDescription DSP- PT Weekenders 12 an hourPrimary Location: United States-OH-OHFairfieldFunction:Direct Support Professional Caregivers The health and (more...)
Company: The MENTOR Network
Location: Fairfield
Posted on: 06/4/2020

Amazon Order Picker - Start Earning
Description: Warehouse Team Members br br Shifts: br Overnight, Early Morning, Day, Evening, Weekend br br Location: br Hebron, KY or Cincinnati, OH br Job opportunities vary by location. We update (more...)
Company: Amazon Workforce Staffing
Location: Fairfield
Posted on: 06/4/2020

amazon picker/packer - part time
Description: Warehouse Team Members br br Shifts: br Overnight, Early Morning, Day, Evening, Weekend br br Location: br Hebron, KY or Cincinnati, OH br Job opportunities vary by location. We update (more...)
Company: Amazon Workforce Staffing
Location: Covington
Posted on: 06/4/2020

Customer Care Advocate
Description: Fidelity Investments Client Management Representative - Fidelity InvestmentsJob Description: We believe your knowledge and expertise of managed portfolio products helps you gain trust with our clients. (more...)
Company: Fidelity Investments
Location: Covington
Posted on: 06/4/2020

amazon picker/packer - part time
Description: Warehouse Team Members br br Shifts: br Overnight, Early Morning, Day, Evening, Weekend br br Location: br Hebron, KY or Cincinnati, OH br Job opportunities vary by location. We update (more...)
Company: Amazon Workforce Staffing
Location: Fairfield
Posted on: 06/4/2020

CDL-A Owner Operator Truck Driver - Household Goods Mover
Description: CDL-A Household Goods Mover Owner Operator Truck Driver Jobs Drive How You Want. Drive Where You Want. Whether it's regional or OTR Owner Operator truck driver job opportunities that you're on the hunt (more...)
Company: United Van Lines
Location: Covington
Posted on: 06/4/2020

Log In or Create An Account

Get the latest Kentucky jobs by following @recnetKY on Twitter!

Covington RSS job feeds