Fidelity Bank · 5 months ago
Client Support Specialist - Greater Tri- State Area (REMOTE)
United States
Full-time
Remote
Entry, Mid Level
$46K/yr - $75K/yr
2+ years expFidelity Bank is seeking a remote Client Support Specialist for the Greater Tri-State area, focused on enhancing relationships with high-net-worth clients. The role involves engaging with customers to address inquiries and process various financial requests, thereby increasing customer loyalty and driving business development opportunities.
BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management
Responsibilities
Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance
Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Qualification
Required
Series 7 required
2-3 years of previous experience working in the financial services industry
Strong technological savvy and comfort with learning how to use new tools
You have a broad-based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Ability to effectively influence others and use consultative skills to enrich the customer experience
Preferred
Series 63 preferred (paid training & support provided)
Benefits
Comprehensive health care coverage and emotional well-being support
Market-leading retirement
Generous paid time off and parental leave
Charitable giving employee match program
Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Company
Fidelity Bank
Fidelity Bank is a commercial bank providing services financial sercvices.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2018-12-17Acquired
2014-09-01Private Equity
Company data provided by crunchbase