Client Support Specialist - Greater Austin, TX Area (REMOTE) at Fidelity Investments

Texas Twp, Michigan, United States

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial ServicesIndustries

Requirements

Primary residence within a 90 mile radius of approved branch sites (Austin Downtown, Austin Domain) at time of application
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills

Responsibilities

Engage with customers via inbound calls, responding to inquiries including providing product and service level guidance
Process transactions including options, equities, mutual funds, fixed income trades, and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations, own the management of the case, research the issue, and communicate the solution to the client
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 client
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request

Skills

Key technologies and capabilities for this role

Series 7Series 63financial planningcustomer serviceclient supportproblem resolutionverbal communicationwritten communicationtime managementorganizational skillsoptions tradingequitiesmutual fundsfixed income

Questions & Answers

Common questions about this position

What certifications are required for the Client Support Specialist role?

Series 7 is required, and Series 63 or the ability to obtain it within 90 days is needed.

Is this Client Support Specialist position fully remote?

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office, though this does not apply to Remote or fully Onsite roles. The job title indicates REMOTE, but primary residence must be within 90 miles of approved Austin sites.

What are the core company values at Fidelity?

The core values are putting the customer first, respect, integrity, honesty, innovation and improvement, as well as competitiveness.

What experience is needed for this position?

2-3 years of previous financial services experience is required, along with broad knowledge of general financial planning concepts.

What skills make a strong candidate for this role?

Proven customer service, client support and problem resolution skills, strong verbal and written communication skills, and robust time management and organizational skills are key, along with the ability to effectively influence others.

Fidelity Investments

Investment management and financial services provider

About Fidelity Investments

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and market monitoring tools that provide users with real-time market quotes, news, and trading capabilities. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access news and trading tools on their mobile devices. Additionally, features like the Watch List Visualization for iPad help users track stock price changes over time using a heatmap. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The goal of Fidelity Investments is to empower individuals with the information and tools they need to make informed financial decisions.

Boston, MassachusettsHeadquarters

1946Year Founded

$120,238.8MTotal Funding

DEBT_FINANCINGCompany Stage

Fintech, Financial ServicesIndustries

10,001+Employees

Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

Risks

Loss of key personnel like Gita Bal may impact Fidelity's research capabilities.

Increased competition from Vanguard's new division could draw clients away from Fidelity.

Potential reputational risk from Bitcoin ETF outflows could affect Fidelity's offerings.

Differentiation

Fidelity Labs offers innovative beta products like Market Monitor for Google Glass.

Fidelity's mobile solutions are available on multiple platforms, including Windows Phone and iPad.

Fidelity's Open Limit Order Visualization provides unique insights into order execution proximity.

Upsides

Increased adoption of wearable tech could boost Fidelity's mobile solutions.

Growing interest in Bitcoin ETFs suggests expansion in Fidelity's digital asset offerings.

Rise of AI could benefit Fidelity's data analytics and AI-driven investment strategies.

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