Fidelity TalentSource · 5 days ago
Client Experience Associate
Westlake, TX
Full-time
Hybrid
Entry Level
$22/hr - $22/hr
1+ years expFidelity TalentSource is seeking an Advisor Experience Specialist to join their Charitable group. In this role, you will serve as the primary point of contact for service-related activities for financial advisors, ensuring a high-quality customer service experience and fostering relationships with ultra-high net worth clients.
Human ResourcesRecruitingStaffing Agency
No H1B
Responsibilities
Providing outstanding customer service via phones and email communication
Collaborating with internal Charitable business partners to fulfill special handling
Employing good sound judgment in decision making or problem resolution
Coordinate with management to implement expedited delivery requests
Ensure daily work meets accuracy standards and is completed in a timely manner
Suggest process improvements and system enhancements that will increase efficiency and/or mitigate risk to the organization
Maintain effective business relationships with Fidelity business partners with whom the position interfaces, including Compliance, Program, Legal, Risk, and Deliveries
Maintain up-to-date procedures for those functions for which responsible
Effectively case manage advisor relationships through intensified situations while working across Fidelity cross functionally when applicable
Qualification
Required
Minimum 1-2 years of telephone customer service experience; preferably in a contact center environment
2-3 years Customer Service, Sales, Service Operations or UHNW background
Your proficient verbal and written communication skills required
Your very best problem-solving skills with excellent follow through
Your strong organizational skills, planning and time management
You are able to proficiently multi-task in a Windows based environment
You are proficient in MS products including Word/Excel. Applications used in this role include: FBSI, XTRAC, FDOT, Genesys Telephony, NICE, Salesforce, Zoom, MS Outlook, MS Teams, RepApp, and Xelerate
Your flexibility for overtime as requested (especially December – Giving Season)
Preferred
Bachelor's degree preferred
Company
Fidelity TalentSource
Fidelity TalentSource offers temporary staffing services at Fidelity Investments.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Amanda Sibrizzi
Recruiter / Talent Acquisition Partner
Brad Richardson
Talent Acquisition Partner
Recent News
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2023-12-26
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