Apply for Client/Customer Service recruitment at Fidelity Investment (US-UT-Salt Lake City)
Apply for Client/Customer Service recruitment at Fidelity Investment, a U.S.-based business has operations in Canada, China, India, and Ireland.
Fidelity investment is focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates.
• Job title: Client/Customer Service
• Job Location: US-UT-Salt Lake City
• Type of employment: Full-time
• Job Level: Individual Contributor
• Education Level: Bachelor's Degree (±16 years)
• Overtime Status: Non-exempt
• Travel: No
• Job Type: Standard
• Job Description
Regional Center - Retirement Planner - Salt Lake City, UT - 1708358
Put your expertise in retirement planning to work every day
>> The Ideal Candidate:
•Series 7 & Series 63 licenses required
•2+ years of experience in a customer service or sales role preferred
•Knowledge of tax exempt retirement products and services highly desirable
•Previous phone center experience preferred
•Demonstrated ability to deliver exceptional customer results
>> Duties:
Retirement Planners play a critical role in driving customer loyalty so our Tax Exempt retirement plan participants choose to become Fidelity customers for life. They will be responsible for helping our workplace participants better understand and maximize their plan benefits and provide the education and guidance they need to make their own informed decisions.
>> Required Skill
•Your comprehensive understanding of the current market, economy, & economic trends
•Your robust consultative, influencing and communication skills
•Proven capability to be proactive and demonstrate initiative
•Strong time management and prioritization skills
•Your receptiveness to feedback and willingness to adapt to change.
>> Competences
•Onboarding new participants into their workplace plans by providing education on their company’s match and savings as well as fundamental guidance to help with choosing their investment strategy
•Supporting consolidation inquiries by proactively asking participants about prior workplace plans and other outside investments and offering suitable solutions to meet the customers’ needs
•Actively engaging Tax Exempt Market retirement plan participants in a needs based analysis to identify appropriate solutions that will compliment and support their overall retirement plan
•Leverage guidance offering and appropriate tools to assist customers with their retirement readiness.
How to apply for this role:
Interested applicants for this job should visit FidelityCareers.com to apply for this role and other vacancies or click on the link below.
Click here to apply
Fidelity investment is focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates.
• Job title: Client/Customer Service
• Job Location: US-UT-Salt Lake City
• Type of employment: Full-time
• Job Level: Individual Contributor
• Education Level: Bachelor's Degree (±16 years)
• Overtime Status: Non-exempt
• Travel: No
• Job Type: Standard
• Job Description
Regional Center - Retirement Planner - Salt Lake City, UT - 1708358
Put your expertise in retirement planning to work every day
>> The Ideal Candidate:
•Series 7 & Series 63 licenses required
•2+ years of experience in a customer service or sales role preferred
•Knowledge of tax exempt retirement products and services highly desirable
•Previous phone center experience preferred
•Demonstrated ability to deliver exceptional customer results
>> Duties:
Retirement Planners play a critical role in driving customer loyalty so our Tax Exempt retirement plan participants choose to become Fidelity customers for life. They will be responsible for helping our workplace participants better understand and maximize their plan benefits and provide the education and guidance they need to make their own informed decisions.
>> Required Skill
•Your comprehensive understanding of the current market, economy, & economic trends
•Your robust consultative, influencing and communication skills
•Proven capability to be proactive and demonstrate initiative
•Strong time management and prioritization skills
•Your receptiveness to feedback and willingness to adapt to change.
>> Competences
•Onboarding new participants into their workplace plans by providing education on their company’s match and savings as well as fundamental guidance to help with choosing their investment strategy
•Supporting consolidation inquiries by proactively asking participants about prior workplace plans and other outside investments and offering suitable solutions to meet the customers’ needs
•Actively engaging Tax Exempt Market retirement plan participants in a needs based analysis to identify appropriate solutions that will compliment and support their overall retirement plan
•Leverage guidance offering and appropriate tools to assist customers with their retirement readiness.
How to apply for this role:
Interested applicants for this job should visit FidelityCareers.com to apply for this role and other vacancies or click on the link below.
Click here to apply
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