Fidelity Investments
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.
Client Support Specialist
Job not on LinkedIn
🕒 July 22
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Fidelity Investments
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 • Provide product and service level guidance • Process transactions including options, equities, and mutual funds • Deliver efficient resolution for various client situations • Collaborate with internal business partners to research and resolve complex client requests
🎯 Requirements
• Series 7 required • Series 63 or ability to obtain within 90 days • 2-3 years of previous financial services experience
🏖️ Benefits
• Health insurance • 401(k) matching • Paid time off • Professional development
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