Client Relationship Associate
Company: Fidelity Investments
Location: Hartford
Posted on: May 14, 2022
Job Description:
Job Description: Service Solutions Specialist We have an
exciting opportunity for a remote, licensed Service Solutions
Specialist in the Greater Hartford Metro area! While you will work
from home, you must reside near the Greater Hartford area as
occasional in-person participation with your peers is an important
part of our culture. We offer virtual interviewing and onboarding,
as well as access to our virtual training and support. You'll have
full access to work from home capability to support our clients
remotely As a Service Solutions Specialist, you will be an integral
part of a team that provides expertise for complex service items.
You will own the outcome for the client and provide a personalized,
frictionless experience to effectively resolve the client's need.
In this role, you will help clients feel confident, make clear
decisions, and achieve their financial dreams. The Purpose of Your
Role The Service Solutions team resolves issues at point of
service, and proactively reaches out to clients to resolve
identified issues or items that are not in good order. You will
support Fidelity associates and clients with their complex service
needs through a case management model. The Value You Deliver
- Engaging via phone and written communication, you produce
service solution strategies by supporting the reactive and
proactive needs of clients and our front-line associates
- You deliver the best client experience in the financial
services industry by efficiently and accurately resolving issues
and taking ownership to solve complex situations The Expertise You
Have
- Series 7 required
- Series 63 or ability to obtain upon hire
- 2-3 years of previous financial services experience The Skills
You Bring
- Strong communication skills and organizational skills to
prioritize decisions in a fast-moving environment
- Creative problem resolution skills with an ability to balance
risk and the client experience
- Capability to take ownership of complex situations that result
in positive outcomes for clients
- Experience in a team environment that fosters culture of
peer-to-peer coaching, collaboration, and recognition Our
Investments in You Fidelity's greatest advantage is our people, and
we believe it is important to approach life holistically. We offer
a competitive total rewards package, including a stable base
salary, to recognize associate achievements. And our benefit
programs are designed to help you and your family strike the right
balance. Certifications:Series 07 - FINRACompany OverviewFidelity
Investments is a privately held company with a mission to
strengthen the financial well-being of our clients. We help people
invest and plan for their future. We assist companies and
non-profit organizations in delivering benefits to their employees.
And we provide institutions and independent advisors with
investment and technology solutions to help invest their own
clients' money.Join UsAt Fidelity, you'll find endless
opportunities to build a meaningful career that positively impacts
peoples' lives, including yours. You can take advantage of flexible
benefits that support you through every stage of your career,
empowering you to thrive at work and at home. Honored with a
Glassdoor Employees' Choice Award, we have been recognized by our
employees as a Best Place to Work in 2022. And you don't need a
finance background to succeed at Fidelity-we offer a range of
opportunities for learning so you can build the career you've
always imagined.As a result of COVID-19, many of our associates are
continuing to work remotely. When Fidelity employees eventually
return to the office, our goal is for most people to work flexibly
in a way that balances both personal and business needs with time
onsite and offsite through what we're calling "Dynamic Working."We
invite you to Find Your Fidelity at fidelitycareers.com.Fidelity
Investments is an equal opportunity employer. We believe that the
most effective way to attract, develop and retain a diverse
workforce is to build an enduring culture of inclusion and
belonging.Fidelity will reasonably accommodate applicants with
disabilities who need adjustments to participate in the application
or interview process. To initiate a request for an accommodation,
contact the HR Leave of Absence/Accommodation Team by sending an
email to accommodations @fmr.com, or by calling 800-835-5099,
prompt 2, option 2. We welcome those with experience in jobs such
as Business Analyst, Buyer, and Purchasing Manager and others in
the Business to apply.
Keywords: Fidelity Investments, Hartford , Client Relationship Associate, Other , Hartford, Connecticut
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