Client Service Representative, Family Office

Job Description:

The Role

The Client Service Representative (CSR) will provide customer service and operational support to the Client Management Team. The team supports a division of Fidelity, serving the needs of their High Net Worth Clients.

The Expertise We're Looking For

• Bachelor's degree required
• 1-3 years in financial asset/brokerage servicing with an emphasis on customer service
• AI Experience Preferred
• Series 7 & 63 licensing required or obtained within first 6 months
• Experience with High Net Worth Client Base is a plus

The Purpose of Your Role

Fidelity Family Office Services (FFOS) provides comprehensive technology, wealth management products and service excellence to family offices and their advisors. FFOS is seeking a Client Services Representative (CSR) to join the team to provide customer service and operational support to the Client Management Team.

The Skills You Bring

• You have strong interpersonal skills and the ability to deliver highly personalized service to a small group of high profile clients
• You have exceptional client service phone skills
• Your attention to detail and ability to deliver quality results
• You have solid organizational skills, with proven ability to multi-task, prioritize and meet deadlines.
• You're a professional team player with a positive, self-motivated attitude with the capacity to think "outside the box".
• You have the ability to work in a fast paced, deadline oriented environment
• You display excellent problem solving and analytical skills
• Your experience with Fidelity mainframe systems: FBSI, CACTUS, and XTRAC preferred

The Value You Deliver

• Supporting divisional business needs, while maintaining a "client first" mentality.
• Optimizing the client experience at Fidelity and developing relationships and partnerships with clients, internal, and external business partners.
• Providing exceptional service to all of our clients by processing their requests in an accurate and timely manner.
• Delivering superior results quickly and efficiently, utilizing effective time management skills.
• Driving innovation through curiosity and comprehensive understanding of business processes and challenges.
• Bringing energy and excitement to your role every day.
• Perform NIGO research and conduct client call-outs to resolve issues
• Ownership of client accommodation needs regarding service, trading and problem resolution issues, with clear responsibility to escalate issues as appropriate within the team.
• Assist with the prefill of applications/forms
• Provide backup phone coverage in times of heavy call volume.
• Actively participate in meetings and process improvement initiatives
• Able to interact with all levels of management and business partners.

How Your Work Impacts the Organization

Fidelity Family Office Services is the business unit that provides custody, brokerage, investment and reporting services to family offices, wealthy families and the advisors that support them. Fidelity Family Office Services is a cost-effective alternative for clients who want institutional capabilities delivered with objective guidance, exceptional service, integrity, and security. We provide services to more than 350 family office clients across the country. We have a strong culture of engagement, service execution and employee recognition. Click here to learn more about the FFOS culture: https://familyoffice.fidelity.com/app/item/RD_13569_44227.html
The base salary range for this position is $52,000-$83,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Certifications:

Series 07 - FINRA, Series 66 - FINRA

Category:

Client Service