What are the responsibilities and job description for the Client Training Specialist - Wealth Client Experience position at Fidelity Investments?
Job Description
The Role
We provide outstanding customer service to clients through innovation, dedication and commitment to quality! The Client Training Specialist is responsible for delivering product, operational services, and technical Wealthscape platform training, and consultative services to registered investment advisors (RIA’s) virtually or in person. We are considered a subject matter expert on the products and services the company offers and assist in the development of training materials and documentation.
The Expertise You Have
Client Experience (CE) is part of Fidelity Wealth. CE drives the service strategy for client-facing businesses that serve the Fidelity Clearing & Custody Services (FCCS) market, which include banks and broker dealers on the National Financial (NF) platform and registered investment advisors (RIA), professional asset managers, strategic acquirers, and retirement advisors and administrators on the Institutional Wealth Management Services (IWMS) platform. CE also provides service support for single family, multi-family and wealthy family segments of Fidelity's Family Office (FFOS) business.
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. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to roles listed as Remote or Onsite.
NOTE: This role does not support sponsorship.
Certifications
Series 07 - FINRA, Series 63 - FINRA
Category
Training
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. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
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.
The Role
We provide outstanding customer service to clients through innovation, dedication and commitment to quality! The Client Training Specialist is responsible for delivering product, operational services, and technical Wealthscape platform training, and consultative services to registered investment advisors (RIA’s) virtually or in person. We are considered a subject matter expert on the products and services the company offers and assist in the development of training materials and documentation.
The Expertise You Have
- Bachelor’s degree or equivalent work experience
- Series 7 and 63 licenses required. Series 63 can be obtained within 90 days
- 4 years of work experience in either a financial services or brokerage company
- Training Delivery experience preferred
- Proficiency with MS Office tools; specifically, Power Point and Excel
- Superior knowledge of FCCS products and services preferred
- Familiarity with Wealthscape preferred
- Excellent facilitation and presentation skills
- Outstanding communication and organizational skills
- Accurate attention to detail
- Effective project management skills and ability to work independently
Client Experience (CE) is part of Fidelity Wealth. CE drives the service strategy for client-facing businesses that serve the Fidelity Clearing & Custody Services (FCCS) market, which include banks and broker dealers on the National Financial (NF) platform and registered investment advisors (RIA), professional asset managers, strategic acquirers, and retirement advisors and administrators on the Institutional Wealth Management Services (IWMS) platform. CE also provides service support for single family, multi-family and wealthy family segments of Fidelity's Family Office (FFOS) business.
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. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to roles listed as Remote or Onsite.
NOTE: This role does not support sponsorship.
Certifications
Series 07 - FINRA, Series 63 - FINRA
Category
Training
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. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
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.