Client Service Licensed Professional
Company: Fidelity Investments
Location: Covington
Posted on: January 12, 2021
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Job Description:
Job Description:"Fidelity believes in, and is committed to, fair
and consistent treatment for every associate and customer, and to
creating a safe and respectful environment, in which everyone is
treated with kindness, compassion and respect." Abby Johnson -
Chairman & CEO Fidelity InvestmentsIf 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. 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 requestWe believe
in being #DifferentTogether. Fidelity's nine affinity groups are
self-organized groups of employees with common interests in areas
such as race, ethnicity, gender or sexual orientation, or who share
similar interests based on similar sets of experiences who come
together to create a positive, inclusive workplace for all
employees. We--continuously strive for a diverse and
inclusive--workplace where we respect--and value our associates for
their unrivaled perspectives and experiences. Certifications:Series
07 - FINRA, Series 63 - FINRACompany 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.Fidelity will reasonably accommodate applicants with
disabilities who need adjustments to complete the application or
interview process. Please email us at accommodations@fmr.com or
800-835-5099, prompt 2, option 2 if you would like to request an
accommodation.
Keywords: Fidelity Investments, Covington , Client Service Licensed Professional, Other , Covington, Kentucky
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