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Transition Services Specialist – Westlake, TX

Fidelity Investments

This is a Full-time position in Westlake, TX posted May 12, 2021.

Job Description: In Transition Services you will be an integral part of a team that provides expertise for 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, frictionless 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 of their account reregistration needs, providing a dedicated, compassionate, and balanced approach by building customer confidence and earning their trust.

This includes: * Owning the experience from initiation to completion* Providing simple, easy solutions for complex requests* Leveraging comprehensive digital solutions* Servicing the full spectrum of customer needs, including account set up, money movement, trading and establishing /updating account features The Expertise You Have * Series 7 required* Series 63 or ability to obtain within 90 days* 2-3 years of previous financial services experience The Skills You Bring * Strong multi-tasking skills and the ability to process transactions with efficiency and accuracy* Strong organizational skills, ability to prioritize decisions in a fast moving environment* Take ownership of complex situations that result in positive outcomes for the customer* Contribute to a team environment that fosters culture of peer to peer coaching, collaboration and recognition The Value You Deliver * Engage with customers, via inbound calls, responding to their inquiries which may include notifying us of certain life events, owning the reregistration and providing next steps for completing, processing reregistration, processing transactions to include equities, mutual funds and fixed income trades and other specialized monetary requests, and product guidance and solutions for financial planning* Deliver efficient and responsive resolution for reregistration in the most effective way possible* Uncover opportunities and identify products and services that will enhance the client’s financial success and partner with the Financial Consultant to further discuss with the client* Correspond with customers through a number of channels including phone, letters and emails to quickly resolve the request COVID work policy Safety is our top priority, so this role will be fully remote for the short term.

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 depending on the nature and needs of your role.

Dynamic working – post pandemic Our aim is to combine the best of working offsite with coming together in person.

For most teams this means a consistent balance of working from home and office that supports the needs of your role, experience level, and working style.

Your success and growth is important to us, so you’ll want to enjoy the benefits of coming together in person – face to face learning and training, quality time with your manager and teammates, building your career network, making friends, and taking full advantage of cultural and social experiences Fidelity provides for you.

Learn More: Dynamic Working Certifications:Series 07
– FINRA, Series 63
– FINRA Company Overview At 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

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 2.

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