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Fidelity - MA Customer Management Jobs
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• Investor Center Financial Broker / Agent / Representative - Seattle, WA Job (WA - Seattle - Investor Center)
  Position Title: Investor Center Financial Representative - Seattle, WAJob Description Description In Personal and Workplace Investing (PWI), we empower people to be more productive at work and more prosperous in life. That means taking care of payroll services, talent management, healthcare, life and disability benefits... so our client companies can focus on their core business. The second part - 'Empower people to be more prosperous in life' - captures what we strive to do for participants and employees... whether that's saving more for retirement or making the most of their workplace benefits to live more secure and prosperous lives. Fidelity has over 100 investor center branches across the country and continues to open multiple new branches each year. Our branches offer a full range of investor products and services to individual mutual fund and brokerage customers- including personal needs-based investment guidance, wealth management, retirement planning, income strategies and college planning services. As one of three retail distribution channels within PWI, our investor center branches represent the face of Fidelity to our customers. This position is an entry level opportunity that is ideal for a professional with sales and personal financial planning as their career goal. The optimum candidate will have some sales and customer service/banking experience with a bachelor's degree in Business, Economics or Finance. Primary Responsibilites•Act as first point of contact in branch and provide exceptional service•Drive customer experience to high levels of satisfaction by adhering to the customer first principles•Introduce prospects to the full array of Fidelity products and services•Provide Fidelity customers with account information•Listen for opportunities to engage the customers in additional business and guide or advise the client or prospect on how Fidelity can be of service •Use on-line resources to capture and provide appropriate customer data•Facilitate timely, accurate and efficient mutual fund and equity transactions•Work with all branch employees as a member of the team•Transaction Processing: Set up, input and enter data to the brokerage and shareholder systems which includes all account maintenance •Outgoing customer mail, outgoing internal mail, incoming mail, imaging customer paperwork, shredding confidential paper and filing paperwork•Facilitate point of contact resolution of priority requests and customer problems•Serve as quality control point to ascertain that all paperwork, policy and procedures for customer requests have been adhered to in accordance with all compliance requirements•Customer literature inventory management, office supplies Inventory Management•Seminar Preparation•Work closely with manager and licensed representatives to keep them updated on progress and resolution of client issues/requests Qualifications:Education and Experience
  • College degree preferred• Prior customer service, sales, or phone experience required • Experience or strong interest in sales required Skills and Knowledge
  •Series 7 preferred (required within 6 months of hire)• Series 66 (or equivalent 63/65) preferred, required within 90 days of passing the series 7 exam • Insurance License desired • Banking, insurance, or financial experience preferred • Superb interpersonal, customer interaction, and communication skills are needed• PC/Windows experience required Fidelity Investments is one of the world's largest providers of financial services, with custodied assets of $3.3 trillion, including managed assets of more than $1.5 trillion as of January 31, 2008. Fidelity offers investment management, retirement planning, brokerage, and human resources and benefits outsourcing services to 24 million individuals and institutions as well as through 5,500 financial intermediary firms. The firm is the largest mutual fund company in the United States, the No. 1 provider of workplace retirement savings plans, the largest mutual fund supermarket and a leading online brokerage firm JOB PROFILE Job Category: Customer Service/Operations Locations: WA-Seattle - Investor Center Schedule: Full-time Job Level: Individual Contributor Education Level Bachelor's Degree (±16 years) Job Type Standard Shift: Day Job Overtime Status: Non-exempt Travel: Yes, 25 % of the Time
• Private Access Client Services Specialist- Cincinnati, OH Job (OH - Cincinnati - Investor Center)
  Position Title: Private Access Client Services Specialist- Cincinnati, OHJob Description Description In Personal and Workplace Investing (PWI), we empower people to be more productive at work and more prosperous in life. That means taking care of payroll services, talent management, healthcare, life and disability benefits... so our client companies can focus on their core business. The second part - 'Empower people to be more prosperous in life' - captures what we strive to do for participants and employees... whether that's saving more for retirement or making the most of their workplace benefits to live more secure and prosperous lives. Fidelity has over 100 investor center branches across the country and continues to open multiple new branches each year. Our branches offer a full range of investor products and services to individual mutual fund and brokerage customers- including personal needs-based investment guidance, wealth management, retirement planning, income strategies and college planning services. As one of three retail distribution channels within PWI, our investor center branches represent the face of Fidelity to our customers. The Private Access Client Services Specialist (CSS) works with customers who are assigned to a designated Private Access Account Executive. These clients have at least $1 million in assets with Fidelity. The role of the Client Services Specialist (CSS) is to provide customer service and operational support to the Private Access Account Executive. You will act as a sales assistant to the Account Executive. You will help to manage all inbound calls generated by a book of clients as well as operational and transactional processing, while acting as a conduit between the Account Executive and the client to resolve service/trading/sales issues.Primary ResponsibilitiesCall Management, Service & Operations - 50%• Handle inbound customer inquiries of all types (trading, service, sales)• Ownership of clients needs regarding service, trading and problem resolution and processing issues• Serve as quality control point to ensure that all calls, paperwork, policy and procedures for customer requests have been adhered to in accordance with compliance requirementsAdministration - Book / Client Management - 25%• Assist Account Executive in implementing a structured client contact strategy and promote annual guidance reviews. Schedule: appointments and prepare pre and post appointment literature• Facilitate increased contact between the Account Executive and those clients that have routinely used the central phone Relationship Managers in the pastTrading - 15%• Place all trades / transactions as instructed by clients in a timely fashion and offer client confirmation for trades placedBusiness Development - 10%• Basic sales interactions / conversations to help advance the sales cycle. Maintain the Guidance Interaction Reports, Retirement Income Plans, Portfolio Investment Reviews and Estate Plans as gathered and provided by the Account Executive.• Prepare reports and information for client meetings including prospect and referral letters in accordance with compliance requirements• Assist in basic prospecting and/or sales communication with clients in the Account Executive's book at the discretion of the Account Executive while consulting with the local Relationship Manager Qualifications:Education and Experience
  • 1-3 years in financial services with an emphasis on customer service Skills and Knowledge
  • Series 7 & 63 Securiti