Vice President leading client service strategies and client retention in Corporate Trust sector at BNY. Ensuring high - value client satisfaction through collaborative internal efforts and market insight.
SF
Hybrid Client Service Specialist
Posted 3 months ago
About the role
- Customer Service Specialist providing analysis and solutions in brokerage operations for Fidelity Investments. Engaging with customers and handling industry problems related to finance.
Responsibilities
- Analyze industry problems that may include – Stock Trading, Dividends, Mutual Funds, Corporate Actions, Security Data, Securities Pricing and Physical Stock Certificates.
- Apply various technologies to assist our customers with a range of needs – basic and sophisticated
- Engage with customers and business partners through multiple channels – phone, email, and instant messaging
- Envision and execute bold ideas to attract and retain the next generation of customers
- Improve every day to prepare for future and advanced career opportunities, including – Team Lead, Analyst and Leadership
Requirements
- Customer Service or Problem-Solving experience preferred
- College Degree or equivalent work experience preferred
- A desire for continuous growth and learning about the financial services industry required
- Possesses a drive to solve sophisticated problems and deliver an outstanding customer experience every day
- Self-starter and comfortable working independently when needed
- Excellent written and verbal communications skills
- Proven technical knowledge and strong problem-solving skills
- Ability to contribute ideas as well as influence and execute them in a team environment
- Ability to lean into change while multi-tasking in a remote and multifaceted financial services center
- Growth Mindset and an appetite for endless learning
- FINRA Licenses are preferred but not required.
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources
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Vice President overseeing Corporate Trust client services for high - value clients, developing retention strategies and ensuring operational excellence. Collaborating across functions to enhance client experiences and service success.
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