Job Description:

The Role

Are you looking for an opportunity to work in a fast-paced, team-oriented service environment that focuses on enhancing relationships and building client loyalty? Are you considered a “go-to person”?  If so, Client Service and Support may be right for you.

The Team

The Client Service and Support team is a part of the Client Experience Division of Fidelity Investments. Our team focuses on providing World Class service interactions to our clients who utilize the National Financial Service platform for clearing business needs. As a member of our team you will assist our clients with various phone inquiries and transactions pertaining to; retirement distributions, checks, wires, journals, account documentation and features, and transfer of assets. You will have opportunities to build working relationships with contacts at external financial firms, as well as with internal business partners.

The Expertise You Have

College Degree preferred 2+ years customer service experience preferred 2+ years brokerage operations or financial services experience preferred

The Skills You Bring

Ability to work in a fast-paced, team environment A desire for continuous growth and learning about the financial services industry Possess a drive to solve sophisticated problems and deliver an outstanding customer experience every day Self-starter and comfortable working independently when needed Strong written, verbal and interpersonal communication skills Problem solving/analytical skills Time management Presentation & negotiation skills Creative/open-minded Broad systems knowledge (mainframe & web-based) Ability to contribute ideas as well as influence and execute them in a team environment Growth Mindset and an appetite for continuous learning

The Value You Deliver

Supporting and addressing client inquires Resolving and/or facilitating resolution Interacting with business partners and/or contra firms Advocating for both client and firm

The base salary range for this position is $39,000-$61,000 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 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.

Certifications: