Transition Service Specialist - Greater Miami, FL Area
Company: Fidelity Investments
Location: Land O Lakes
Posted on: August 5, 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 Miami Metro area! While you will work
from home, you must reside near the Greater Miami 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 Overview Fidelity 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 Us At 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 Glassdoor Employees Choice Award ,
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 " Dynamic Working ."We invite you to Find Your Fidelity at
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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 , prompt 2, option 3. We welcome those
with experience in jobs such as Business Analyst, Buyer, and
Purchasing Manager and others in the Business to apply.
Keywords: Fidelity Investments, Brandon , Transition Service Specialist - Greater Miami, FL Area, Other , Land O Lakes, Florida
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