BountifulRecruiter Since 2001
the smart solution for Bountiful jobs

Client Service Licensed Professional

Company: Fidelity Investments
Location: American Fork
Posted on: June 4, 2020

Job Description:

Job Description: APPLY NOW. HIRING IMMEDIATELY If you currently hold a Series 7 license, we would like to speak with you-- Roles are available for hire now and we are seeking individuals ready to make a difference for our customers. We are currently offering Virtual interviewing and onboarding, as well as access to our virtual training and support.-- Full access to work from home capabilities to support our clients remotely.-- -- As a Licensed professional in our service organization, you will be an integral part of a fast-paced, team-oriented environment that is focused on enhancing relationships, handling complex service and investment needs, while working to increase customer loyalty and drive business development opportunities. Providing expertise for all service items, emphasizing ------point of service------ resolution.-- You will own the outcome for the customer and provide a personalized, frictionless experience to effectively resolve the customer need. In this role, you will have the opportunity to help our customers feel more confident, make clearer decisions, and achieve their own financial dreams . The Team While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past.-- -- Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization.-- -- These simple but powerful values set us apart from our competition. The Expertise You Have Series 7 required Series 63 or 66 preferred, or ability to obtain within 90 days 2-3 years of previous financial services experience The Skills You Bring Broad based knowledge and understanding of general financial planning concepts Proven customer service, client support and problem resolution skills Take ownership of complex situations that result in positive outcomes for the customer Ability to effectively influence others Robust time management and organizational skills Experience in handling complex trade requests (options, equities, mutual funds and fixed income) helpful, but not required The Value You Deliver Engage with customers, via inbound calls, responding to their inquires Servicing the full spectrum of customer needs, including account set up, money movement, trading and establishing /updating account features You deliver efficient and responsive resolution for various client situations.-- -- Effectively 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 Collaboration with internal business partners to research and resolve complex client requests You have a strong aptitude for embracing new technology and the ability to simultaneously use multiple systems and resources to find the answers you need. You are client obsessed and provide peace of mind and confidence to our participants as you effectively answer their questions and handle their needs Correspond with customers through a number of channels including phone, chat, letters and emails to quickly resolve the request Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out 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.-- W e 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. Certifications: Series 07 - FINRA, Series 63 - FINRA Category: Customer Service 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. We welcome those with experience in jobs such as Merchandise Assistant , Assistant Manger, and Cashier and others in the Retail to apply.

Keywords: Fidelity Investments, Bountiful , Client Service Licensed Professional, Other , American Fork, Utah

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Other Jobs


Students - Deliver with Uber Eats
Description: Deliver with Uber. Earn on your schedule.Work on your schedule. Deliver for a few hours in the mornings, every night, or just on weekends-it's up to you.Earn Good Money. You'll earn by
Company: Uber Eats
Location: Salt Lake City
Posted on: 07/4/2020

CDL A Local Truck Driver - Dedicated Shuttle
Description: Join the Cowan Family as a dedicated local shuttle driver out of Salt Lake City, UT. Our drivers on this account make between 40,000 - 45,000 per year. You'll enjoy our newly increased pay packages (more...)
Company: Cowan Systems
Location: Salt Lake City
Posted on: 07/4/2020

Deliver with Uber on your schedule
Description: Deliver with Uber. Earn on your schedule.Work on your schedule. Deliver for a few hours in the mornings, every night, or just on weekends-it's up to you.Earn Good Money. You'll earn by
Company: Uber Eats
Location: Farmington
Posted on: 07/4/2020


Part-Time Delivery - Uber Eats
Description: Deliver with Uber. Earn on your schedule.Work on your schedule. Deliver for a few hours in the mornings, every night, or just on weekends-it's up to you.Earn Good Money. You'll earn by
Company: Uber Eats
Location: Peoa
Posted on: 07/4/2020

CDL A Local Truck Driver - Dedicated Shuttle
Description: Join the Cowan Family as a dedicated local shuttle driver out of Salt Lake City, UT. Our drivers on this account make between 40,000 - 45,000 per year. You'll enjoy our newly increased pay packages (more...)
Company: Cowan Systems
Location: West Valley City
Posted on: 07/4/2020

Workplace Planning Associate
Description: Job Description: We believe your natural tenacity unlocks new opportunities. We believe your communication skill opens customers' minds. We know you will inspire client dedication and engagement in (more...)
Company: Fidelity Investments
Location: Salt Lake City
Posted on: 07/4/2020

Sales Account Executive
Description: Konica Minolta Business Solutions U.S.A., Inc., a global Fortune 1000 company and one of Forbes 2017 America's Best Large Employers, is transforming the way we all do business. From smart office technology (more...)
Company: Konica Minolta
Location: Salt Lake City
Posted on: 07/4/2020

Deliver with Uber Eats this Summer
Description: Deliver with Uber. Earn on your schedule.Work on your schedule. Deliver for a few hours in the mornings, every night, or just on weekends-it's up to you.Earn Good Money. You'll earn by
Company: Uber Eats
Location: Pleasant Grove
Posted on: 07/4/2020

Brand Ambassador
Description: Brand Ambassador br br What is a Restaurant Guest Ambassador br br As a Restaurant Guest Ambassador for Cafe Rio you will spend your time marketing our brand to every individual that steps into (more...)
Company: Cafe Rio Inc.
Location: Salt Lake City
Posted on: 07/4/2020

Earn Summer Money - Deliver with Uber
Description: Deliver with Uber. Earn on your schedule.Work on your schedule. Deliver for a few hours in the mornings, every night, or just on weekends-it's up to you.Earn Good Money. You'll earn by
Company: Uber Eats
Location: Kamas
Posted on: 07/4/2020

Log In or Create An Account

Get the latest Utah jobs by following @recnetUT on Twitter!

Bountiful RSS job feeds