客户支持专员 - 旧金山大区, CA
Client Support Specialist - Greater San Francisco, CA area
职位描述：
申请此职位的候选人，其主要居住地在申请时必须位于以下批准分支机构地点的90英里范围内：Walnut Creek、Dublin、San Francisco、Marin/Larkspur、Berkeley、Burlingame
注意：Fidelity不会为该职位提供移民担保。
客户支持专员
作为客户支持专员，你将是一个快节奏、注重团队合作的环境中的重要成员，专注于提升与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。在此职位上，你将帮助我们提高客户忠诚度并推动业务发展机会。
团队介绍
虽然每个Fidelity的办公地点都有独特的区域特点，但每个地点都体现了在打造我们自豪历史中起关键作用的核心价值观。以客户为中心、尊重、诚信、正直、创新与改进以及竞争力是整个组织共享的价值观。这些简单而强大的价值观使我们区别于竞争对手。
你具备的专业技能
- 需要持有Series 7证书
- 需要持有Series 63证书或在90天内获得
- 2-3年金融服务业相关经验
你带来的技能
- 对一般财务规划概念有广泛的知识和理解
- 具备出色的客户服务、客户支持和问题解决能力
- 强大的口头和书面沟通能力
- 能有效影响他人
- 优秀的时间管理和组织能力
你创造的价值
- 通过来电与客户互动，回应他们的咨询，可能包括提供产品和服务层面的指导，处理交易，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
- 为各种客户情况提供高效且及时的解决方案。负责案件管理，研究问题并把解决方案传达给客户
- 发现机会，识别能提升客户财务成功的理财产品和服务，并与财务顾问合作进一步与客户讨论
- 与内部业务伙伴协作，研究并解决复杂的客户请求
- 主动进行外拨电话，向客户传达解决方案或获取更多信息以完成请求
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:Walnut Creek, Dublin, San Francisco, Marin/Larkspur, Berkeley, Burlingame
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 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 - FINRACategory:
Customer ServiceOriginally posted on Himalayas