Customer Service Specialist providing analysis and solutions in brokerage operations for Fidelity Investments. Engaging with customers and handling industry problems related to finance.
Responsibilities
Analyze industry problems that may include – Stock Trading, Dividends, Mutual Funds, Corporate Actions, Security Data, Securities Pricing and Physical Stock Certificates.
Apply various technologies to assist our customers with a range of needs – basic and sophisticated
Engage with customers and business partners through multiple channels – phone, email, and instant messaging
Envision and execute bold ideas to attract and retain the next generation of customers
Improve every day to prepare for future and advanced career opportunities, including – Team Lead, Analyst and Leadership
Requirements
Customer Service or Problem-Solving experience preferred
College Degree or equivalent work experience preferred
A desire for continuous growth and learning about the financial services industry required
Possesses a drive to solve sophisticated problems and deliver an outstanding customer experience every day
Self-starter and comfortable working independently when needed
Excellent written and verbal communications skills
Proven technical knowledge and strong problem-solving skills
Ability to contribute ideas as well as influence and execute them in a team environment
Ability to lean into change while multi-tasking in a remote and multifaceted financial services center
Growth Mindset and an appetite for endless learning
FINRA Licenses are preferred but not required.
Benefits
comprehensive health care coverage and emotional well-being support
market-leading retirement
generous paid time off and parental leave
charitable giving employee match program
educational assistance including student loan repayment, tuition reimbursement, and learning resources
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