Service Solutions Specialist We have an exciting opportunity for a remote, licensed Service Solutions Specialist in the Greater Washington, DC Metro area! While you will work from home, you must reside near the Greater Washington, DC 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 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