Transition Service Specialist - Westlake, TX
Company: Fidelity Investments
Location: Fort Worth
Posted on: August 6, 2022
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Job Description:
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
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, Fort Worth , Transition Service Specialist - Westlake, TX, Other , Fort Worth, Texas
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