Digital Brokerage Services Associate
The Role:
If you are driven by curiosity and fascinated with innovative technologies, then become part of The Team that will be responsible for supporting a new and innovative investor platform at Fidelity! As a member of the SimpliFid Customer Support Associate, this role will be responsible for servicing customers of a new investor application.
- Respond to and connect with customers daily
- Apply technologies to assist our customers with a range of topics, basic and complex
- Engage in written interactions with customers and business partners primarily through electronic channels, such as email and/or instant messaging
- Demonstrate consistent and outstanding interpersonal skills using Fidelity's trouble-shooting methodology
- Creativity and the ability to execute bold ideas that will improve future improvements for a new application and service model
The Expertise and Skills You Bring
- College Degree preferred with 1-3 years of work experience
- Impactful individual in school or job roles
- Strong problem-solving, collaboration, communication, and engagement skills
- Strong writing skills, with the ability to engage the audience and create an experience through words
- Financial services knowledge and/or technical support experience a plus
- FINRA Series 7 and 63 needed within six months of hire
- Possesses a drive to solve complex issues and deliver an exceptional customer experience every day
- Self-starter and comfortable working independently when needed
- Excellent written and verbal communications skills; the ability to multi-task and respond quickly
- Proven technical knowledge of Microsoft Windows and Office applications
- Strong analytical skills who can identify process improvements and articulate (verbal and written) opportunities to provide customer value
- Ability to contribute ideas, as well as influence and execute them in a team-oriented environment
- Ability to lean into change, while multi-tasking in a dynamic financial service center
- Growth Mindset and a hunger for endless learning
The Team
Our goal for this team is to provide world class customer service and technical assistance ranging from basic app and device navigation to the diagnosis and problem resolution of highly complex issues. Our customers will primarily be new and novice investors. The environment will be customer focused, fast-paced, ambiguous at times and heavily collaborative. We will navigate through uncharted waters together to successfully launch this new service experience for a never-before used technology and support our customers by delivering an outstanding digital experience.