Client Technology Support Specialist

2 weeks ago


Smithfield, Rhode Island, United States Fidelity TalentSource LLC Full time

Client Technology Support Specialist Job Description:

Are you driven by a desire to resolve challenges and excel in collaborative settings? Do you possess a robust work ethic and a passion for helping others enhance their technological experience? As a Client Technology Support Specialist, you will have the chance to shine in these aspects and more.

Position Overview:

  • Provide telephonic support to institutional clients, including Registered Investment Advisors (RIAs) and Broker-Dealers, ensuring efficient resolution of technology-related inquiries.
  • Offer specialized knowledge on web-based platforms such as Wealthscape and Wealthscape Investor.
  • Oversee the complete resolution of issues, manage projects and critical situations, and foster strategic collaborations within the organization.

Essential Qualifications:

  • Minimum of 2 years in a Customer Service role focused on phone support (preferred)
  • Bachelor's degree (preferred)
  • Relevant work experience and business insight
  • Background in Financial Services (preferred)
  • Familiarity with Fidelity's offerings (desirable)

Core Competencies:

  • Outstanding customer service and telephone communication skills
  • Strong written and verbal communication proficiency
  • Expertise in troubleshooting technology issues
  • Effective collaboration and problem-solving skills
  • Ability to manage multiple tasks, prioritize effectively, and make informed decisions

Value Proposition:

  • Enhancing the technological experience for clients
  • Delivering first and second-level telephonic support for technology products
  • Acting as a Subject Matter Expert for web-based platforms
  • Improving operational efficiencies and empowering clients towards self-sufficiency
  • Advocating for internal enhancements and identifying potential risks

Company Overview:

Fidelity Investments is committed to enhancing the financial well-being of clients by providing investment and planning services to individuals, corporations, and institutions. Be part of an organization that prioritizes integrity and inclusivity, where you can cultivate a fulfilling career that positively influences lives.



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