Client Support Specialist

🕒 July 22

🌵 Arizona – Remote

🌵 Arizona – Remote

⏰ Full Time

🟢 Junior

🟡 Mid-level

💝 Customer Support

👻 Ghost score 40%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Fidelity Investments

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1946

💸 Finance

🤝 B2B

👥 B2C

💰 $2M Series unknown on 2024-03

Finance • B2B • B2C

Fidelity Investments is a U. S. -based, globally diversified financial services firm focused on helping individual and institutional customers achieve their financial objectives. The company is known for investment management (including mutual funds and asset management), retirement and wealth-management services, brokerage and trading platforms, and institutional client services. Fidelity operates consumer-facing products for retail investors as well as B2B services for employers, advisors, and institutions; the provided website text also highlights standard web privacy/cookie practices and cross-border usage restrictions.

📋 Description

• Engage with customers, via inbound calls, responding to their inquiries which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests • Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client • 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 • Collaborate with internal business partners to research and resolve complex client requests • Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request

🎯 Requirements

• Series 7 required • Series 63 or ability to obtain within 90 days • 2-3 years of previous financial services experience • Broad based knowledge and understanding of general financial planning concepts • Proven customer service, client support and problem resolution skills • Strong verbal and written communication skills • Ability to effectively influence others • Robust time management and organizational skills

🏖️ Benefits

• Health insurance • 401(k) matching • Paid time off • Remote work options • Professional development opportunities