客户支持专员 - 奥兰多，佛罗里达州地区
Client Support Specialist - Greater Orlando, FL Area
职位描述：
申请此职位的资格要求是，您在申请时的主要居住地必须位于以下批准的分支机构地点90英里范围内：
The Villages, Winter Park
注意：Fidelity不会为该职位提供移民担保。
客户支持专员
我们在大奥兰多都会区有一个远程的、持证的客户支持专员职位！您将居家办公，但必须居住在大奥兰多地区附近，因为与同事的偶尔面对面参与是我们的文化重要组成部分。我们提供虚拟面试和入职，以及虚拟培训和支持的访问权限。您将拥有完整的居家办公能力，以远程支持我们的客户。
您的职责
作为客户支持专员，您将专注于提升与我们高净值客户的合作关系，这些客户资产在25万美元至100万美元之间，因此有复杂的客户服务和投资需求。在此职位中，您将帮助提高客户忠诚度并推动业务发展机会。
您带来的价值
- 通过来电与客户互动，回应他们的咨询，并提供产品和服务层面的指导，
- 处理客户请求，包括期权、股票、共同基金和固定收益交易以及其他特殊资金请求
我们寻找的专业技能
- 需要持有Series 7证书
- Series 63优先（提供付费培训和支持）
- 在金融服务行业有2-3年相关经验
- 具备较强的技术敏锐度，能够快速学习新工具
您带来的技能
- 拥有广泛的金融规划概念知识和理解
- 具备出色的客户服务、客户支持和问题解决技能
- 能够有效影响他人，并运用咨询技巧提升客户体验
我们对您的投入
Fidelity最大的优势是我们的员工，我们认为以全面的方式对待生活很重要。我们提供具有竞争力的综合薪酬包，包括稳定的底薪，以认可员工的成就。我们的福利计划旨在帮助您和您的家庭实现正确的平衡。
Fidelity的现场工作模式
Fidelity正在通过分阶段推进 across regions and roles，向全职现场工作模式过渡。目前，一些职位和地点仍采用混合工作模式。
查看英文原文
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:
The Villages, Winter Park
Note: Fidelity will not provide immigration sponsorship for this position.
Client Support Specialist
We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater Orlando Metro area! While you will work from home, you must reside near the Greater Orlando 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.
The Purpose of Your Role
As a Client Support Specialist , you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.
The Value You Deliver
- Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance,
- Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
The Expertise We’re Looking For
- Series 7 required
- Series 63 preferred (paid training & support provided)
- 2-3 years of previous experience working in the financial services industry
- Strong technological savvy and comfort with learning how to use new tools
The Skills You Bring
- You have a broad-based knowledge and understanding of general financial planning concepts
- Proven customer service, client support and problem resolution skills
- Ability to effectively influence others and use consultative skills to enrich the customer experience
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.
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.
Certifications:
Series 07 - FINRA, Series 63 - FINRACategory:
Customer ServicePlease 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.
Originally posted on Himalayas