Fidelity Bank · 5 months ago
Client Support Specialist - Greater Washington DC Area (REMOTE)
United States
Full-time
Remote
Entry Level
$46K/yr - $75K/yr
2+ years expFidelity Bank is a financial services organization that prioritizes customer relationships and integrity. They are seeking a Client Support Specialist to enhance relationships with high net worth clients and drive business development opportunities through effective customer engagement and problem resolution.
BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management
Responsibilities
Engage with customers, via inbound calls, responding to their inquiries 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
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
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
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