Transition Services Specialist

Greenwood Village, CO
October 08 2019
In Transition Services you will be an integral part of ateam that provides expertise for the transition of wealth due to certain lifeevents. When a life event requires acustomer to make changes to their accounts, you will provide a personalized,frictionless experience for these transitions. In this role, you will have theopportunity to help maintain lifelong Fidelity relationships as well as fosternew ones for generations to come.

ThePurpose of Your Role

You will serve as a singlepoint of contact to customers and internal business partners for all of accountreregistration needs, providing a dedicated, compassionate, and balancedapproach by building customer confidence and earning their trust. This includes:
  • Owningthe experience from initiation to completion
  • Providingsimple, easy solutions for complex requests
  • Leveraging comprehensive digital solutions
  • Servicing the full spectrum of customer needs, including account set up, money movement, trading and establishing /updating account features

The Expertise You Have
  • Series 7 and 63 required
  • 2-3 years of previous financial services experience

TheSkills You Bring

  • Strong multi-tasking skills and the ability to process transactions with efficiency and accuracy
  • Strong organizational skills, ability to prioritize decisions in a fast moving environment
  • Take ownership of complex situations that result in positive outcomes for the customer
  • Contribute to a team environment that fosters culture of peer to peer coaching, collaboration and recognition

The Value You Deliver
  • Engage with customers, via inbound calls, responding to their inquiries which may include notifying us of certain life events, owning the reregistration and providing next steps for completing, processing reregistration, processing transactions to include equities, mutual funds and fixed income trades and other specialized monetary requests, and product guidance and solutions for financial planning
  • Deliver efficient and responsive resolution for reregistration in the most effective way possible
  • Uncover opportunities and identify products and services that will enhance the client's financial success and partner with the Financial Consultant to further discuss with the client
  • Correspond with customers through a number of channels including phone, letters and emails to quickly resolve the request

Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. W e are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit

Fidelity Investments is an equal opportunity employer.

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