Transition Services Specialist - Covington, KY

Company: Fidelity Investments
Location: Covington
Posted on: August 4, 2022

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

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