Transition Services Specialist - Covington, KY
Company: Fidelity Investments
Location: Covington
Posted on: August 4, 2022
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Job Description:
Job Description:In Transition Services you will be an integral
part of a team that provides expertise for 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,
frictionless 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 RoleYou will serve as a single point of
contact to customers for all of their account reregistration needs,
providing a dedicated, compassionate, and balanced approach by
building customer confidence and earning their trust. This
includes:Owning the experience from initiation to
completionProviding simple, easy solutions for complex
requestsLeveraging comprehensive digital solutionsServicing the
full spectrum of customer needs, including account set up, money
movement, trading and establishing /updating account featuresThe
Expertise You HaveSeries 7 requiredSeries 63 or ability to obtain
within 90 days2-3 years of previous financial services
experienceThe Skills You BringStrong multi-tasking skills and the
ability to process transactions with efficiency and accuracyStrong
organizational skills, ability to prioritize decisions in a fast
moving environmentTake ownership of complex situations that result
in positive outcomes for the customerContribute to a team
environment that fosters culture of peer to peer coaching,
collaboration and recognitionThe Value You DeliverEngage with
customers, via inbound calls, responding to their inquiries which
may include notifying us of certain life events, owning the
reregistration and providing next steps for completing, processing
reregistration, processing transactions to include equities, mutual
funds and fixed income trades and other specialized monetary
requests, and product guidance and solutions for financial
planningDeliver efficient and responsive resolution for
reregistration in the most effective way possibleUncover
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 clientCorrespond with
customers through a number of channels including phone, letters and
emails to quickly resolve the requestCertifications: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.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-967d7789-9301-4eea-8fd5-e5dbf325f7b6
Keywords: Fidelity Investments, Covington , Transition Services Specialist - Covington, KY, Other , Covington, Kentucky
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