Fidelity Investments · 13 hours ago
Implementation Service Sr. Specialist - Client Experience
Jersey City, NJ
Full-time
Hybrid
Mid, Senior Level
$55K/yr - $105K/yr
2+ years expFidelity Investments is a leading financial services company, and they are seeking an Implementation Service Sr. Specialist to support Implementation Project Managers in onboarding advisors onto their platform. This role is crucial for ensuring a smooth onboarding experience by managing operational tasks and coordinating with internal teams while serving as a trusted resource for advisors.
Asset ManagementFinanceFinancial ServicesRetirementWealth 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
Required
Bachelor's Degree and 2+ years of operations and/or service experience in the financial services industry or equivalent college experience preferred
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
Preferred
Series 7 encouraged
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 Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
10001+ employees
H1B Sponsorship
Fidelity Investments has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (8)
2023 (4)
2022 (6)
2021 (8)
2020 (30)
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
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