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Investor Center Financial Representative - Palo Alto, CA Job
Job Number:
25447461
Company Name:
Fidelity
Job Location:
Palo Alto, CA US
Job Category:
Customer Service
Investor Center Financial Representative - Palo Alto, CA Job
Investor Center Financial Representative - Palo Alto, CA - 1002918
Description
In Personal and Workplace Investing (PWI), we empower people to be more productive at work and more prosperous in life. That means taking care of payroll services, talent management, healthcare, life and disability benefits... so our client companies can focus on their core business. The second part - "Empower people to be more prosperous in life" - captures what we strive to do for participants and employees... whether that's saving more for retirement or making the most of their workplace benefits to live more secure and prosperous lives.
Fidelity has over 100 investor center branches across the country and continues to open multiple new branches each year. Our branches offer a full range of investor products and services to individual mutual fund and brokerage customers- including personal needs-based investment guidance, wealth management, retirement planning, income strategies and college planning services. As one of three retail distribution channels within PWI, our investor center branches represent the face of Fidelity to our customers.
Position Description
This position is an entry level opportunity that is ideal for a professional with sales and personal financial planning as their career goal. The optimum candidate will have some sales and customer service/banking experience with a bachelor's degree in Business, Economics or Finance.
Primary Responsibilites
* Act as first point of contact in branch and provide exceptional service
* Drive customer experience to high levels of satisfaction by adhering to the customer first principles
* Introduce prospects to the full array of Fidelity products and services
* Provide Fidelity customers with account information
* Listen for opportunities to engage the customers in additional business and guide or advise the client or prospect on how Fidelity can be of service
* Use on-line resources to capture and provide appropriate customer data
* Facilitate timely, accurate and efficient mutual fund and equity transactions
* Work with all branch employees as a member of the team
* Transaction Processing: Set up, input and enter data to the brokerage and shareholder systems which includes all account maintenance
* Outgoing customer mail, outgoing internal mail, incoming mail, imaging customer paperwork, shredding confidential paper and filing paperwork
* Facilitate point of contact resolution of priority requests and customer problems
* Serve as quality control point to ascertain that all paperwork, policy and procedures for customer requests have been adhered to in accordance with all compliance requirements
* Customer literature inventory management, office supplies Inventory Management
* Seminar Preparation
* Work closely with manager and licensed representatives to keep them updated on progress and resolution of client issues/requests
Qualifications
Education and Experience
* College degree preferred
* Prior customer service, sales, or phone experience required
* Experience or strong interest in sales required
Skills and Knowledge
* Series 7 preferred (required within 6 months of hire)
* Series 66 (or equivalent 63/65) preferred, required within 90 days of passing the series 7 exam
* Insurance License desired
* Banking, insurance, or financial experience preferred
* Superb interpersonal, customer interaction, and communication skills are needed
* PC/Windows experience required
Company Overview
Fidelity Investments is one of the world's largest providers of financial services. Fidelity offers investment management, retirement planning, brokerage, and human resources and benefits outsourcing services to over 20 million individuals and institutions as well as thousands of financial intermediary firms. The firm is the largest mutual fund company in the United States, the No. 1 provider of workplace retirement savings plans, the largest mutual fund supermarket, a leading online brokerage firm and one of the largest providers of custody and clearing services to financial professionals. For more information about Fidelity Investments, visit .
