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 c lient and provide a personalized, frictionless experience to effectively resolve the client 's need. In this role, you will help client s feel confident, make clear decisions, and achieve their financial dreams.
The Purpose of Your Role
The Service Solutions team resolve s issues at point of service, and proactively reach es out to c lients to resolve identified issu es or items that are not in good order . You will support Fidelity associates and c lients with their complex service needs through a case management model.
The Value You Deliver
Engaging via phone and written communication, you produce s ervice solution strateg ies by supporting the reactive and proactive needs of clients and our front-line associates
You deliver the best c lient 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