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Investment Associate

Company: Fidelity Investments
Location: Lake City
Posted on: August 6, 2022

Job Description:

Job Description: Service Solutions Specialist As a Service Solutions Specialist, you will be an integral part of a team that provides expertise for complex service items. You will own the outcome for the c lient and provide a personalized, frictionless experience to effectively resolve the client s need. In this role, you will help client s feel confident, make clear decisions, and achieve their financial dreams. The Purpose of Your Role The Service Solutions team resolve s issues at point of service, and proactively reach es out to c lients to resolve identified issu es or items that are not in good order . You will support Fidelity associates and c lients with their complex service needs through a case management model. The Value You Deliver

  • Engaging via phone and written communication, you produce s ervice solution strateg ies by supporting the reactive and proactive needs of clients and our front-line associates
  • You deliver the best c lient experience in the financial services industry by efficiently and accurately resolving issues and taking ownership to solve complex situations The Expertise You Have
    • Series 7 required
    • Series 63 or ability to obtain upon hire
    • 2-3 years of previous financial services experience The Skills You Bring
      • Strong communication skills and organizational skills to prioritize decisions in a fast-moving environment
      • Creative problem resolution skills with an ability to balance risk and the client experience
      • Capability to take ownership of complex situations that result in positive outcomes for clients
      • Experience in a team environment that fosters culture of peer-to-peer coaching, collaboration, and recognition Our Investments in You Fidelity s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. COVID work policy Safety is our top priority. Once we can be together in person with fewer safety measures, this role will move to our dynamic working approach. You'll be spending some of your time onsite. Regular participation at our on-location sites is an important part of our culture. Please be mindful of commute distance when considering applying. Learn More: Dynamic Working Certifications: Series 07 - FINRA, Series 63 - FINRA

        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 .

        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, Gainesville , Investment Associate, Other , Lake City, Florida

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