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Retirement Brokerage Service Representative- Albuquerque, NM

Company: Fidelity Investments
Location: Albuquerque
Posted on: April 10, 2021

Job Description:



Job Description:"Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect." Abby Johnson - Chairman & CEO Fidelity Investments Retirement Brokerage Service RepresentativeIn this role, you will be a member of the Participant Services Retirement Brokerage Service team and have responsibility for delivering exceptional customer satisfaction and executing flawlessly on participants requests in both their workplace plan and their brokerage link account. The TeamThe role works as part of a National team and influences participant outcomes for a high net worth clientele. We do this through use of the consultative conversations as well as timely and accurate execution of complex trades and utilizing Fidelity's resources. Do you believe you would be an excellent fit on this team? The Expertise You Have

  • 1+ year experience in customer service environment (Preferred)
  • The desire to learn and grow in the industry
  • Excellent soft skills and attention to detail
  • Series 7 required, Series 63 preferred The Skills You Bring
    • Outstanding communication and presentation skills with an ability to work in a fast-paced environment and think clearly while doing exceptional work
    • Strong time management, problem resolution and organizational skills
    • You educate customers about the benefits of their Self-Directed Brokerage accounts, while encouraging long-term planning conversations through our partnership with the Planning and Advice teams at Fidelity.
    • Ability to establish relationships with business partners to resolve end-to-end process issues and champion improvements to the customer experience The Value You Deliver
      • We build and maintain collaborative relationships with the internal direct leadership team and business partners at the local and national level to proactively identify, communicate, and resolve situations that impact the service delivery to customers. You will learn the Personal Investing side of the business to further expand participants relationship with Fidelity.
      • The team enriches and makes valuable contributions to the Fidelity Associate base by building an efficient workspace that is quality focused.
      • We are looking for forward-thinking individuals that enjoy a dynamic environment. Performing in a team setting and being able to communicate effectively need to be key traits one should have in order to be a success.

        Certifications:Series 07 - FINRA, Series 63 - FINRA



        Company OverviewAt Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. 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. Find your Fidelity at fidelitycareers.com .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 2.

Keywords: Fidelity Investments, Albuquerque , Retirement Brokerage Service Representative- Albuquerque, NM, Sales , Albuquerque, New Mexico

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