Implementation Service Sr. Specialist - Client Experience
Fidelity(1 month ago)
About this role
The Implementation Service Sr. Specialist (ISSS) plays a critical role in supporting Implementation Project Managers in onboarding advisors onto our platform, ensuring a smooth and efficient experience. This position involves managing operational tasks and coordinating with internal teams to serve as a trusted resource for advisors throughout the onboarding process.
Required Skills
- Client Onboarding
- Project Support
- Communication
- Organizational Skills
Qualifications
- Bachelor’s Degree
- Series 7
About Fidelity
fidelity.comFidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.
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