Client Support Specialist - Greater San Jose, CA Area (REMOTE)

Job summary

As a Client Support Specialist, you will engage with customers via inbound calls, responding to inquiries and processing transactions. You will also uncover opportunities to enhance clients' financial success and collaborate with internal partners to resolve complex requests.

Job details

JOB DESCRIPTION: To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: San Jose - Cam, Los Gatos, Sunnyvale, Mountain View, North San Jose, Palo Alto Note: Fidelity will not provide immigration sponsorship for this position. CLIENT SUPPORT SPECIALIST As a Client Support Specialist, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities. The Team While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition. The Expertise You Have * Series 7 required * Series 63 or ability to obtain within 90 days * 2-3 years of previous financial services experience The Skills You Bring * 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 The Value You Deliver * Engage with customers, via inbound calls, responding to their inquires 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 Fidelity’s Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles. The base salary range for this position is $44,000-80,000 USD per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of benefits [https://jobs.fidelity.com/benefits/] to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. CERTIFICATIONS: Series 07 - FINRA, Series 63 - FINRA CATEGORY: Customer Service

What you’ll do

As a Client Support Specialist, you will engage with customers via inbound calls, responding to inquiries and processing transactions. You will also uncover opportunities to enhance clients' financial success and collaborate with internal partners to resolve complex requests.

Requirements

Candidates must have a Series 7 certification and either a Series 63 or the ability to obtain it within 90 days. Additionally, 2-3 years of previous financial services experience is required.

Benefits

• Health Care Coverage • Emotional Well-Being Support • Retirement • Paid Time Off • Parental Leave • Charitable Giving Employee Match Program • Educational Assistance • Student Loan Repayment • Tuition Reimbursement • Learning Resources

Listed skills

• Time management · Preferred
• Customer service · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Customer Service
• Client Support
• Problem Resolution
• Financial Planning
• Communication Skills
• Time Management
• Organizational Skills
• Influencing Skills

Job areas

• Finance & Accounting
• Customer Service & Support