Fidelity Investments: Client Service Licensed Professional (Pineville)

Client Service Licensed ProfessionalAs a Licensed professional in our service organization, you will be an integral part of a fast-paced, team-oriented environment that is focused on enhancing relationships, handling complex service and investment needs, while working to increase customer loyalty and drive business development opportunities. Providing expertise for all service items, emphasizing point of service resolution. You will own the outcome for the customer and provide a personalized, frictionless experience to effectively resolve the customer need. In this role, you will have the opportunity to help our customers feel more confident, make clearer decisions, and achieve their own financial dreams. Job Requirements:Series 7 requiredSeries 63 or 66 preferred, or ability to obtain within 90 days2-3 years of previous financial services experienceThe Skills You Bring:Broad based knowledge and understanding of general financial planning conceptsProven customer service, client support and problem resolution skillsTake ownership of complex situations that result in positive outcomes for the customerAbility to effectively influence othersRobust time management and organizational skillsExperience in handling complex trade requests (options, equities, mutual funds and fixed income) helpful, but not requiredJob Responsibilities:Engage with customers, via inbound calls, responding to their inquiresServicing the full spectrum of customer needs, including account set up, money movement, trading and establishing /updating account featuresYou deliver efficient and responsive resolution for various client situations. Effectively 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 clientCollaboration with internal business partners to research and resolve complex client requestsYou have a strong aptitude for embracing new technology and the ability to simultaneously use multiple systems and resources to find the answers you need.You are client obsessed and provide peace of mind and confidence to our participants as you effectively answer their questions and handle their needsCorrespond with customers through a number of channels including phone, chat, letters and emails to quickly resolve the requestConduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request Associated topics: banking service, banking solution, collection analyst, customer, mortgage officer, mortgage underwriter, officer, personal banker ii, personal banker iv, sale