Financial Consultant
Company: Fidelity Investments
Location: Maywood
Posted on: August 7, 2022
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Job Description:
Job Description:Transition Service Specialist - -We have an
exciting opportunity for a remote, licensed Transition Service
Specialist in the Greater San Francisco Metro area! While you will
work from home, you must reside near the Greater San Francisco area
as occasional in-person participation with your peers is an
important part of our culture. We offer virtual interviewing and
onboarding, as well as access to our virtual training and support.
You'll have full access to work from home capability to support our
clients remotely. -As a Transition Service Specialist, you will be
an integral part of a team that provides expertise -and empathy
during -the transition of wealth due to certain life events.---
When a life event requires a customer to make changes to their
accounts, you will provide a personalized, streamlined experience
for these transitions. In this role, you will have the opportunity
to help maintain lifelong Fidelity relationships as well as foster
new ones for generations to come.--- -The -Purpose -of Your Role
-You will serve as a single point of contact to customers for -all
-their -account reregistration needs, providing a dedicated,
compassionate, and balanced approach by building customer
confidence and earning their trust.--- This includes -owning the
-customer -experience -from -initiation -to -competition -and
providing simple and easy solutions for complex requests. -The
-Value -You Deliver -
Company OverviewFidelity Investments is a privately held company
with a mission to strengthen the financial well-being of our
clients. We help people invest and plan for their future. We assist
companies and non-profit organizations in delivering benefits to
their employees. And we provide institutions and independent
advisors with investment and technology solutions to help invest
their own clients' money.
Join UsAt Fidelity, you'll find endless opportunities to build a
meaningful career that positively impacts peoples' lives, including
yours. You can take advantage of flexible benefits that support you
through every stage of your career, empowering you to thrive at
work and at home. Honored with a , we have been recognized by our
employees as a Best Place to Work in 2022. And you don't need a
finance background to succeed at Fidelity-we offer a range of
opportunities for learning so you can build the career you've
always imagined.Many of our associates are continuing to work
remotely temporarily due to COVID-19. When Fidelity employees
eventually return to the office, our goal is for most people to
work flexibly in a way that balances both personal and business
needs with time onsite and offsite through what we're calling "."We
invite you to Find Your Fidelity at .
Fidelity Investments is an equal opportunity employer. We believe
that the most effective way to attract, develop and retain a
diverse workforce is to build an enduring culture of inclusion and
belonging.Fidelity will reasonably accommodate applicants with
disabilities who need adjustments to participate in the application
or interview process. To initiate a request for an accommodation,
contact the HR Leave of Absence/Accommodation Team by sending an
email to -, or by calling 800-835-5099, prompt 2, option 3. We
welcome those with experience in jobs such as Grocery Clerk,
Assistant Manger, and Stock Associate and others in the Retail to
apply.
Keywords: Fidelity Investments, Los Angeles , Financial Consultant, Accounting, Auditing , Maywood, California
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