Service Solutions Specialist - Greater Miami, FL Area
Company: Fidelity Investments
Location: Boca Raton
Posted on: November 23, 2022
Service Solutions Specialist
We have an exciting opportunity for a remote, licensed Service
Solutions Specialist in the Greater Miami Metro area! While you
will work from home, you must reside near the Greater Miami 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
As a Service Solutions Specialist, you will be an integral part of
a team that provides expertise for complex service items.?You will
own the outcome for the client and provide a personalized,
frictionless experience to effectively resolve the client's need.
In this role, you will help clients feel confident, make clear
decisions, and achieve their financial dreams.
The Purpose of Your Role
The Service Solutions team resolves issues at point of service, and
proactively reaches out to clients to resolve identified issues or
items that are not in good order. You will support Fidelity
associates and clients with their complex service needs through a
case management model.
The Value You Deliver
* Engaging via phone and written communication, you produce service
solution strategies by supporting the reactive and proactive needs
of clients and our front-line associates
* You deliver the best client experience in the financial services
industry by efficiently and accurately resolving issues and taking
ownership to solve complex situations
The Expertise You Have
* Series 7 required
* Series 63 or ability to obtain upon hire
* 2-3 years of previous financial services experience
The Skills You Bring
* Strong communication skills and organizational skills to
prioritize decisions in a fast-moving environment
* Creative problem resolution skills with an ability to balance
risk and the client experience
* Capability to take ownership of complex situations that result in
positive outcomes for clients
* Experience in a team environment that fosters culture of
peer-to-peer coaching, collaboration, and recognition
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.
Series 07 - FINRA
Fidelity Investments is a privately held company with a mission to
strengthen the financial well-being of our clients. We help people
invest and plan for their future. We assist companies and
non-profit organizations in delivering benefits to their employees.
And we provide institutions and independent advisors with
investment and technology solutions to help invest their own
At Fidelity, you'll find endless opportunities to build a
meaningful career that positively impacts peoples' lives, including
yours. You can take advantage of flexible benefits that support you
through every stage of your career, empowering you to thrive at
work and at home. Honored with a Glassdoor Employees' Choice Award,
we have been recognized by our employees as a Best Place to Work in
2022. And you don't need a finance background to succeed at
Fidelity-we offer a range of opportunities for learning so you can
build the career you've always imagined.
Many of our associates are continuing to work remotely temporarily
due to COVID-19. When Fidelity employees eventually return to the
office, our goal is for most people to work flexibly in a way that
balances both personal and business needs with time onsite and
offsite through what we're calling "Dynamic Working."
We invite you to Find Your Fidelity at fidelitycareers.com.
Fidelity Investments is an equal opportunity employer. We believe
that the most effective way to attract, develop and retain a
diverse workforce is to build an enduring culture of inclusion and
Fidelity will reasonably accommodate applicants with disabilities
who need adjustments to participate in the application or interview
process. To initiate a request for an accommodation, contact the HR
Accommodation Team by sending an email to accommodations @fmr.com,
or by calling 800-835-5099, prompt 2, option 3.
Keywords: Fidelity Investments, Boca Raton , Service Solutions Specialist - Greater Miami, FL Area, Other , Boca Raton, Florida
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