Job Description
TRANSITION SERVICE SPECIALIST GREATER CHICAGO, IL AREA
Work from home
Transition Service Specialist
We have an exciting opportunity for a remote, licensed Transition Service Specialist in the Greater Chicago Metro area! While you will work from home, you must reside near the Greater Chicago 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.
As a Transition Service Specialist, you will be an integral part of a team that provides expertise and empathy during the transition of wealth due to certain life events. When a life event requires a customer to make changes to their accounts, you will provide a personalized, streamlined experience for these transitions. In this role, you will have the opportunity to help maintain lifelong Fidelity relationships as well as foster new ones for generations to come.
The Purpose of Your Role
You will serve as a single point of contact to customers for all their account reregistration needs, providing a dedicated, compassionate, and balanced approach by building customer confidence and earning their trust. This includes owning the customer experience from initiation to competition and providing simple and easy solutions for complex requests.
The Value You Deliver
- Engaging with customers via inbound calls and written communication regarding certain life events changes and quickly resolving customer’s inquiries and requests
- Servicing the full spectrum of customer needs, including account set up, money movement, trading, and establishing or updating account features
- Deliver efficient and responsive resolution for reregistration in the most effective way possible
- Uncover opportunities and identify solutions and services that will enhance the customer’s financial success
TheExpertiseWe’re Looking For
- Series 7 required
- Series 63 or ability to acquire upon hire
- 2-3 years of previous financial services experience
The Skills You Bring
- Strong organizational skills and the ability to process transactions with efficiency and accuracy
- Empathetic mindset to work through complex situations with clients during their difficult times
- Ability to prioritize decisions in a fast-moving environment
- Capability to own complex situations that result in positive outcomes for the customer
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 ourbenefit programsare designed to help you and your family strike the right balance.
Certifications:
Series 07 FINRA, Series 63 FINRA