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PI Client Advocate & Protection Consultant

Company: Fidelity TalentSource
Location: Covington
Posted on: April 9, 2021

Job Description:

As a PI Customer Advocate and Protection Consultant you will be tasked with reunited customer with assets that they may no longer be aware they have. We research customer account information to find activity and call out to our customers to prevent escheatment to the state.This is a six month contract that pays $20.00 an hour.The Expertise We Are Looking For Bachelors degree or 1 year of financial services experience preferred Customer oriented Call Center experience or outbound calling experience preferredThe Purpose of Your RoleIn an effort to prevent abandoned asset designation, Consultants will be responsible for locating client information and then contacting those clients or beneficiaries and assisting them with appropriately taking action with our firm.The Skills You Bring You must be able to make sound business decisions in an effort to mitigate risk to our clients and the firm, and understand and effectively communicate actions requested as a result of your research. Your effective interpersonal communication skills, verbal and written. Your openness to be approachable and collaborate well with others in a fast paced environment and growing organization.The Value You Deliver Ensuring we are staying connected with our customers when they have returned mail or accounts have gone dormant. This helps develop life-long relationships with our clients. Providing education and support to PI associates regarding returned mail and account dormancy. Interfacing and partner with business unit Risk teams, Technical Investigations and Legal groups for escalated situations. Conducting and coordinating business investigations, as needed.How Your Work Impacts the OrganizationConsultants support all PI business groups and partner with cross-functional organizations advocating and protecting the firms clients. The work that we do retain assets with the firm, and helps build lifetime relationships of trust with our clients.Company OverviewFidelity TalentSource, formerly Veritude, is the in-house temporary staffing provider for Fidelity Investments, one of the largest and most diversified global financial services firms in the industry. We recruit individuals from a variety of backgrounds, including technology and customer service, to fill assignments across Fidelitys U.S.-based regional and investor center locations. If you would like to experience Fidelitys diverse and inclusive workplace while expanding your skill set and developing your professional network, consider a role with Fidelity TalentSource. For information about working at Fidelity TalentSource, visit FTSJobs.com.Fidelity TalentSource will reasonablyaccommodate applicants with disabilities who need adjustments in order to complete the application orinterview process. Please email us at HR@ ftsjobs.comif you would like to request an accommodation.Information about Fidelity InvestmentsAt 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 and Fidelity TalentSource are equal opportunity employers.

Keywords: Fidelity TalentSource, Covington , PI Client Advocate & Protection Consultant, Professions , Covington, Kentucky

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