Service Expert for Complex Products
3 weeks ago
Key Responsibilities:
The Service Team Lead will be responsible for:
- Leading a team of 10-13 associates in providing exceptional customer service and support to clients in the complex and nuanced product space of alternative investments
- Navigating complex processes and ensuring timely resolution of issues
- Providing clear and concise information to internal and external business partners
- Supporting associates in achieving shared goals and providing outstanding customer experiences
Requirements:
- 1+ year of team lead or similar experience
- 2+ years of customer service experience (inbound calls and written communication)
- Experience with Alternative Investments is a major plus
- College degree or applicable work experience
- Series 99 license (or within 90 days of hire)
- Strong problem-solving abilities that encourage creative solutions
- Effective communication skills
- Excellent time management skills to handle high volumes and task oversight in a fast-paced environment
- Ability to adapt and be flexible with business changes
- Proven ability to establish links across the organization
- Ability to grow and deepen industry relationships
- Passion for leading a team and developing individuals
Benefits:
- Comprehensive health care coverage and emotional well-being support
- Market-leading retirement plan
- Generous paid time off and parental leave
- Charitable giving employee match program
- Education assistance including student loan repayment, tuition reimbursement, and learning resources
Others:
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates.
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