Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance,
Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Series 7 required
Series 63 preferred (paid training & support provided)
2-3 years of previous experience working in the financial services industry
Strong technological savvy and comfort with learning how to use new tools
You have a broad-based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Ability to effectively influence others and use consultative skills to enrich the customer experience
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Mental Health Therapist, 1099 - New Jersey, Jersey City Area
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· About the Company: · Octave is a modern behavioral health practice creating a new standard for care delivery that's both high-quality and accessible. With in-person and virtual clinics in multiple states, the company offers evidence-based individual, couples, and family therap ...
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Octave is hiring Licensed Clinicians to work within an organizational structure to provide high quality behavioral health care to our clients. · ...
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Relationship Banker- Hoboken/Jersey City, NJ Area Financial Centers
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Job Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. · Being ...
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Field Service Engineer II- New York metro area and New Jersey
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New York, NY1 month ago
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· Ob/Gyn Hospitalist – Bergen County, New Jersey (Greater NYC Area) · Opportunity Highlights: · New hospitalist program – help build and shape from the ground up · 6 to 8 in-house 24-hour shifts per month · No billing or coding responsibilities · Supportive clinical leadership a ...
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OB/GYN Hospitalist – Central New Jersey (NYC Metro Area) - 1176880
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Edison, NJ4 days ago
Client Support Specialist – Greater New Jersey Area - Jersey City - Fidelity Investments
Description
Job Description:
To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:
Millburn, Paramus, Princeton, Wayne, Morristown, Shrewsbury, Bridgewater
Client Support Specialist
We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater New Jersey Metro area While you will work from home, you must reside near the Greater New Jersey area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You'll have full access to work from home capability to support our clients remotely.
The Purpose of Your Role
As a Client Support Specialist, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.
The Value You Deliver
The Expertise We're Looking For
The Skills You Bring
Our Investments in You
Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance.
The base salary range for this position is $50,000 - $76,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:
Series 07 - FINRA, Series 63 - FINRACategory:
Customer Service, Relationship Management, Sales-
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