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Fidelity Bank · 4 months ago

Client Support Specialist - Greater Phoenix, AZ Area (REMOTE)

United States

Full-time

Remote

Entry Level

2+ years exp

Fidelity Bank is seeking a Client Support Specialist to enhance relationships with high net worth clients and drive business development opportunities. The role involves providing product and service guidance, managing client inquiries, and collaborating with internal partners to resolve complex requests.

BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management

Responsibilities

Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests

Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client

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

Collaborate with internal business partners to research and resolve complex client requests

Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request

Qualification

Series 7Series 63Financial services experienceFinancial planning conceptsCustomer service skillsProblem resolution skillsInfluencing skillsVerbal communication skillsWritten communication skillsTime management skillsOrganizational skills