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Fidelity Bank · 11 hours ago

Implementation Service Sr. Specialist - Client Experience

Jersey City, NJ

Full-time

Hybrid

Mid, Senior Level

$55K/yr - $105K/yr

2+ years exp

Fidelity Bank is a leading financial services provider, and they are seeking an Implementation Service Sr. Specialist to support Implementation Project Managers in onboarding advisors onto their platform. This role involves managing operational tasks, coordinating with internal teams, and ensuring a positive onboarding experience for advisors.

BankingBitcoinCustomer ServiceFinancial ServicesInsuranceWealth Management

Responsibilities

Partner with Implementation Project Management to execute advisor onboarding plans within defined timelines and service standards

Support advisors transitioning their book of business onto the platform, providing clear guidance and timely responses to inquiries

Monitor progress and proactively identify potential issues, escalating as needed to ensure successful implementation

Maintain detailed records of onboarding activities and status updates in Salesforce and project tracking tools

Contribute to continuous improvement initiatives by sharing feedback and best practices

Manage small to mid-level implementation projects by addressing advisor inquiries via email, phone, Zoom (as needed) to ensure a seamless transition

The ISR team will focus on client satisfaction with specific attention in the areas of account opening, transfer of assets, not in good order (NIGO) management, problem resolution, Wealthscape platform and tools, and answering inbound inquiries

Qualification

Financial services experienceSeries 7 certificationSalesforce proficiencyFidelity brokerage knowledgeOrganizational skillsCommunication skillsMicrosoft Office proficiencyAttention to detailInterpersonal skillsProject management

Required

Bachelor's Degree and 2+ years of operations and/or service experience in the financial services industry or equivalent college experience preferred

Series 7 encouraged

Strong organizational skills, attention to detail, and the ability to manage multiple inquiries concurrently in a dynamic, cross-collaborative environment

Ability to explain processes clearly, and build trust using excellent interpersonal, verbal and written communication skills

Solid understanding of Fidelity brokerage policy and procedures

Ability to gain proficiency with FBSI/FDOT/OpsWorX, MyWorkspace, XTRAC, Wealthscape, Salesforce and Microsoft Office applications