Client Support Specialist – Greater New Jersey Area (REMOTE) at Fidelity Investments

Jersey City, New Jersey, 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 (Millburn, Paramus, Princeton, Wayne, Morristown, Shrewsbury, Bridgewater) at time of application
Series 7 license required
Series 63 license preferred (paid training & support provided)
2-3 years of previous experience working in the financial services industry
Strong technological savvy and comfort with learning new tools
Broad-based knowledge and understanding of general financial planning concepts
Proven customer service, client support, and problem resolution skills
Ability to effectively influence others and use consultative skills to enrich the customer experience

Responsibilities

Enhance relationships with high-net-worth clients (assets of $250,000 to $1 million) with complex service and investment needs
Increase customer loyalty and drive business development opportunities
Engage with customers via inbound calls, responding to inquiries, and providing product and service level guidance
Process customer requests including options, equities, mutual funds, fixed income trades, and other specialized monetary requests
Occasional in-person participation with peers

Skills

Series 7

Series 63

financial services

customer service

client support

problem resolution

financial planning

options trading

equities

mutual funds

fixed income

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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