Transition Service Specialist - Salt Lake City, UT - #196531

Fidelity Investments

Date: 06/08/2022 06:30 AM

City: West Jordan, Utah

Contract type: Full Time

Work schedule: Full Day

Job Description:

Transition Service Specialist

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

  • Engaging with customers via inbound calls and written communication regarding certain life events changes and quickly resolving customer’s inquiries and requests

  • Servicing the full spectrum of customer needs, including account set up, money movement, trading, and establishing or updating account features

  • Deliver efficient and responsive resolution for reregistration in the most effective way possible

  • Uncover opportunities and identify solutions and services that will enhance the customer’s financial success

The Expertise We’re Looking For

  • Series 7 required

  • Series 63 or ability to acquire upon hire

  • 2-3 years of previous financial services experience

The Skills You Bring

  • Strong organizational skills and the ability to process transactions with efficiency and accuracy

  • Empathetic mindset to work through complex situations with clients during their difficult times

  • Ability to prioritize decisions in a fast-moving environment

  • Capability to own complex situations that result in positive outcomes for the customer

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


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 accommodations, or by calling 800-835-5099, 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.

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