Fidelity
ClientSupportSpecialist
“Client Support Specialist at Fidelity. Skills: customer service, client support, problem resolution. Engaging with customers. Responding to inquiries”
What You'll Achieve.
enhance relationships with high-net-worth clients; increase customer loyalty; drive business development opportunities
Industry & Context.
problem resolution skills
primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: Millburn, Paramus, Princeton, Wayne, Morristown, Shrewsbury, Bridgewater
What They're Looking For.
Must Have
Series 7 required, 2-3 years of previous experience working in the financial services industry, technological savvy and comfort with learning how to use new tools
Nice to Have
Series 63 preferred
What You'll Do.
Engaging with customers
Responding to inquiries
Providing product and service guidance
Processing customer requests
Processing options trades
Processing equities trades
Processing mutual fund trades
Processing fixed income trades
How You'll Work.
Team & Collaboration
occasional in-person participation with your peers is an important part of our culture
Applying for this Client Support Specialist role?
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ANONYMOUS · UNFILTERED
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