Job Posting for Service Support Specialist at Fidelity Investments
Job Description:
In the Service Support Group you will be an integral part of a team that provides expertise for all complex service items, emphasizing “point of service” resolution. You will own the outcome for the customer and provide a personalized, frictionless experience to effectively resolve the customer need. In this role, you will have the opportunity to help our customers feel more confident, make clearer decisions, and achieve their own financial dreams.
The Purpose of Your Role
The Service Support team will be empowered and trained to resolve most issues “at point of service,” and will proactively reach out to customers to resolve “not in good order” items and other Fidelity identified issues. You will serve as a single point of contact to customers, providing a dedicated, compassionate, and balanced approach by building customer confidence and earning their trust. This includes:
Owning the issue to completion
Providing simple, easy solutions for complex requests
Leveraging comprehensive digital solutions
Servicing the full spectrum of customer needs, including account set up, money movement, trading and establishing /updating account features
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
An ability to process transactions with efficiency and accuracy
Your strong organizational skills and ability to prioritize decisions in a fast moving environment
Creative problem resolution skills with an ability to balance risk and the customer experience
You are able to take ownership of complex situations that result in positive outcomes for the customer
You have experience in a team environment that fosters culture of peer to peer coaching, collaboration and recognition
The Value You Deliver
You implement Fidelity's Service Support strategy by supporting the reactive and proactive needs of customers, and our front line associates
You deliver the best customer experience in the financial services industry by quickly resolving issues and taking ownership to resolve more complex situations
You correspond with customers through a number of channels including phone, letters and emails to quickly resolve the request
Deliver efficient and responsive resolution in the most effective way possible
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