Transition Services Associate

Fidelity Greenwood Village , CO 80111

Posted 2 months ago

In Transition Services you will be an integral part of a team that provides expertise for the transition of wealth due to certain life events. When a life event requires a customer to make changes to their accounts, you will provide a personalized, frictionless experience for these transitions. In this role, you will have the opportunity to help maintain lifelong Fidelity relationships as well as foster new ones for generations to come.

The Purpose of Your Role

You will serve as a single point of contact to customers for all of their account reregistration needs, providing a dedicated, compassionate, and balanced approach by building customer confidence and earning their trust. This includes:

  • Owning the experience from initiation to completion

  • Providing simple, easy solutions for complex requests

  • Leveraging comprehensive digital solutions

  • Servicing the full spectrum of customer needs, including account set up, money movement, trading and establishing /updating account features

The Expertise You Have

  • Series 7 required

  • Series 63 or ability to obtain within 90 days

  • 2-3 years of previous financial services experience

The Skills You Bring

  • Strong multi-tasking skills and the ability to process transactions with efficiency and accuracy

  • Strong organizational skills, ability to prioritize decisions in a fast moving environment

  • Take ownership of complex situations that result in positive outcomes for the customer

  • Contribute to a team environment that fosters culture of peer to peer coaching, collaboration and recognition

The Value You Deliver

  • Engage with customers, via inbound calls, responding to their inquiries which may include notifying us of certain life events, owning the reregistration and providing next steps for completing, processing reregistration, processing transactions to include equities, mutual funds and fixed income trades and other specialized monetary requests, and product guidance and solutions for financial planning

  • Deliver efficient and responsive resolution for reregistration in the most effective way possible

  • 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

  • Correspond with customers through a number of channels including phone, letters and emails to quickly resolve the request

Company Overview

At Fidelity, we are 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. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit Fidelitycareers.com

Fidelity Investments is an equal opportunity employer.


icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Staff Services Engineer

General Electric

Posted Yesterday

VIEW JOBS 4/18/2019 12:00:00 AM 2019-07-17T00:00 Role Summary:The Technical Lead owns the delivery of Utility and Telecommunications software projects safely, on-time, at the highest customer satisfaction and financial profitability. The Technical Lead is responsible for scope, schedule, resourcing, and risk management as well as quality and customer satisfaction of all assigned projects. Essential Responsibilities: In addition, in this role you will: Own all aspects of solution delivery for assigned Geospatial Information System projects and/or mobile enterprise implementations Build lasting relationships with customers and anticipate their future needs Ensure the timely and appropriate involvement of all internal and external project stakeholders Develop and manage detailed project plans and schedules to ensure on-time delivery Ensure resources are assigned and available to execute project work in accordance with the plan Ensure clear alignment between scope and schedule Drive recovery and acceleration plans as needed Report and review project progress, regularly, with the project team, management, and customer Adhere to compliance, safety, and integrity requirements Serve as the front-line technical contact for the customer and manage expectations and technical capabilities. Qualifications/Requirements: Basic Qualifications: Bachelor's degree in Information Technology, Geography, Computer Science, Physics, Electrical Engineering, or related Engineering Discipline from an accredited university or college Minimum of 5 years of project implementation experience working in a lead capacity Eligibility Requirements: Ability and willingness to travel, domestically up to 50% of the time Legal authorization to work in the U.S. is required. We will not sponsor individuals for employment visas, now or in the future, for this job Desired Characteristics: Demonstrated ability to influence and lead staff without a direct line management responsibility Familiarity with DevOps and Agile Methodology Extensive understanding of mobile technology and mobile software development Subject matter knowledge in one or more of the following domains: electric utilities, gas distribution utilities, gas distribution utilities, telecommunication utilities, or mobile applications Working knowledge of Geographical Information System (GIS), Outage Management Systems (OMS) or Mobile Workforce Systems Ability to successfully engage with technical management, internally and externally Strong written and verbal communication skills Scrum certification Experience in the utility or telecommunications industry Experience delivering software solutions to external customers Demonstrated experience in project planning, scheduling, and cost control Programming experience in software development as well as source code management tools such as Git, GitHub or Mercurial Working knowledge of Agile methodologies and ceremonies, test-driven development, built-in quality practices, shift left testing approaches and workflow tools such as JIRA or Rally Demonstrates ability to diagnose and solve basic to intermediate issues; Able to isolate moderately complex scenarios down to actionable items within designated job function; Can be utilized to problem solve at customer sites as the GE representative Demonstrates experience and familiarity with product documentation processes, authoring tools, research skills, and advanced awareness of approaches for different audiences; Able to create full document sets to support a project or writes user-focused stories, conceptual information Exhibits an understanding of customer enterprise as well as interdependencies between departments Demonstrates ability to interact with influencers, stakeholders, and decision makers as part of a larger customer account plan #DTR About Us:GE (NYSE:GE) drives the world forward by tackling its biggest challenges. By combining world-class engineering with software and analytics, GE helps the world work more efficiently, reliably, and safely. GE people are global, diverse and dedicated, operating with the highest integrity and passion to fulfill GE's mission and deliver for our customers. www.ge.com GE offers a great work environment, professional development, challenging careers, and competitive compensation. GE is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, gender (including pregnancy), sexual orientation, gender identity or expression, age, disability, veteran status or any other characteristics protected by law.Additional Locations:Canada, United States;Colorado;Greenwood Village, Vancouver; General Electric Greenwood Village CO

Transition Services Associate

Fidelity