Job Description:

Transition Service Specialist  

We have an exciting opportunity for a remote, licensed Transition Service Specialist in the Greater Washington, DC Metro area! While you will work from home, you must reside near the Greater Washington, DC 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. 

As a Transition Service Specialist, you will be an integral part of a team that provides expertise and empathy during the transition of wealth due to certain life events.  When a life event requires a customer to make changes to their accounts, you will provide a personalized, streamlined experience for these transitions. In this role, you will have the opportunity to help maintain lifelong Fidelity relationships as well as foster new ones for generations to come.  

The Purpose of Your Role 

You will serve as a single point of contact to customers for all their account reregistration needs, providing a dedicated, compassionate, and balanced approach by building customer confidence and earning their trust.  This includes owning the customer experience from initiation to competition and providing simple and easy solutions for complex requests. 

The Value You Deliver 

• Engaging with customers via inbound calls and written communication regarding certain life events changes and quickly resolving customer’s inquiries and requests 

• Servicing the full spectrum of customer needs, including account set up, money movement, trading, and establishing or updating account features 

• Deliver efficient and responsive resolution for reregistration in the most effective way possible 

• Uncover opportunities and identify solutions and services that will enhance the customer’s financial success 

The Expertise We’re Looking For 

• Series 7 required 

• Series 63 or ability to acquire upon hire 

• 2-3 years of previous financial services experience 

The Skills You Bring 

• Strong organizational skills and the ability to process transactions with efficiency and accuracy 

• Empathetic mindset to work through complex situations with clients during their difficult times 

• Ability to prioritize decisions in a fast-moving environment 

• Capability to own complex situations that result in positive outcomes for the customer 

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.  

Certifications:

Series 07 – FINRA, Series 63 – FINRA

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award(opens in a new tab), we have been recognized by our employees as a Best Place to Work in 2022. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

As a result of COVID-19, many of our associates are continuing to work remotely. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working(opens in a new tab).”

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.