Client Support Specialist - Greater Houston, TX Area (REMOTE) jobs in United States
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Fidelity Bank ยท 4 months ago

Client Support Specialist - Greater Houston, TX Area (REMOTE)

positionUnited States
timeFull-time
remoteRemote
seniorityEntry Level
date2+ years exp

Fidelity Bank is a financial services organization focused on enhancing relationships with high net worth clients. As a Client Support Specialist, you will engage with customers to respond to inquiries, provide product guidance, and process various transactions to enhance customer loyalty and drive business development opportunities.

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

Qualification

Series 7Series 63Financial services experienceCustomer service skillsInfluencing skillsProblem resolution skillsFinancial planning knowledgeCommunication skillsTime managementOrganizational skills

Required

Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills

Company

Fidelity Bank

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Fidelity Bank is a commercial bank providing services financial sercvices.
dateFounded in 1974
location
Atlanta, Georgia, USA
people-size1001-5000 employees
web-link
http://www.LionBank.com

Funding

Current Stage
Late Stage
Total Funding
unknown
2018-12-17Acquired
2014-09-01Private Equity
Company data provided by crunchbase