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Client Technology Support Specialist

2 months 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 take pleasure in helping others maximize their technological resources? As a Client Technology Support Specialist, you will have the chance to shine in these areas and beyond.

Position Overview:

  • Provide telephonic assistance to Institutional clients, including Registered Investment Advisors (RIAs) and Broker Dealers, ensuring prompt resolution of technology-related inquiries.
  • Offer in-depth knowledge of web-based platforms, such as Wealthscape and Wealthscape Investor.
  • Oversee the complete resolution of issues, manage projects and critical situations, and cultivate strategic alliances 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 capabilities
  • Proficient in troubleshooting technology issues
  • Effective collaboration and problem-solving skills
  • Adept at multitasking, prioritizing, and decision-making

Value Proposition:

  • Enhancing the technological experience for clients
  • Delivering first and second-level phone support for technology solutions
  • Acting as a Subject Matter Expert for web-based platforms
  • Boosting operational efficiencies and empowering clients towards self-sufficiency
  • Championing internal enhancements and pinpointing risk areas

Company Overview:

Fidelity Investments is committed to enhancing the financial well-being of its clients, providing investment and planning services to individuals, businesses, and institutions. Be part of an organization that prioritizes integrity and inclusivity, where you can cultivate a fulfilling career that makes a positive difference in people's lives.