Health Savings Account Specialist III

Company: Fidelity Investments
Location: Albuquerque
Posted on: September 19, 2023

Job Description:

Job Description:
Are you passionate about helping customers achieve better outcomes? If so, we are seeking professional individuals with a strong desire to help our Health Savings Account customers! In this role, we connect daily with our customers, answer questions, and process service requests. Join a diverse team in a fast growing and exciting product!
The Role
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. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning and growth so you can build the career you ve always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.
The Value You Deliver

• Provide Financial Wellness education in the areas of savings, budgeting, and paying down debt.
• Provide support for RBS (Retirement Brokerage Services) Real Time Traded Stock transactions
• Upskill to Electronic Support of HSA Participants (Chat)
  The Expertise and Skills You Bring
  • Bachelor s degree preferred\u2026All Majors encouraged
  • FINRA Series 7 and 63 registrations are required for this position we support you in obtaining these with a salaried training and development program
  • Outstanding verbal and written communication skills, and the ability to maintain a professional and courteous demeanor
  • Ability to establish rapport and relationships through effective\u00A0communication
  • Desire for continual learning and dedication to study and apply new concepts, learning quickly and retaining information to assist with\u00A0decision-making\u00A0
  • Strong customer service mentality
  • High attention to detail and proficiency with numbers
  • Comfortable with software including Microsoft Office and Outlook
  • Desire to be proactive, demonstrate initiative, and make business-related process improvements.
    The Team
    The Team provides outstanding customer service to inbound callers, respond to HSA related inquiries and requests, and educate customers on plan-specific and IRS rules. Partnering across the organization and with various vendors to support participant needs, thereby delivering world-class service and ensuring continuous process improvements. Services specific customer requests and inquiries, including account maintenance, debit cards, qualified distributions, and paying medical expenses. Recognize and act on opportunities to partner with HSA Planning Associates for investment recommendations and trading. Answers plan specific questions regarding employer roles and plan rules with the customer s HSA. Uses multiple on-line resources effectively while simultaneously talking with customers. Mitigate risk by adhering to quality procedures and ensuring compliance with regulatory requirements. Captures feedback from customers to help us identify customer experience improvement opportunities.
    Company Overview
    At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want!\u00A0 We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com.\u00A0 Fidelity Investments is an equal opportunity employer.Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at or call 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.
    Certifications: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 \u0022.\u0022We 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.

Keywords: Fidelity Investments, Albuquerque , Health Savings Account Specialist III, Healthcare , Albuquerque, New Mexico