Thursday , March 23 2023

Jobs At Fidelity For Health Savings Account Specialist III

Website Fidelity Investments

Job Description:

Are you passionate about helping customers achieve better outcomes? If so, we are seeking professional individuals with a strong desire to help our Health Savings Account customers! In this role, we connect daily with our customers, answer questions, and process service requests. Join a diverse team in a fast growing and exciting product!

Job Responsibilities:

  • Provide support for RBS (Retirement Brokerage Services) Real Time Traded Stock transactions
  • Provide Financial Wellness education in the areas of savings, budgeting, and paying down debt.
  • Upskill to Electronic Support of HSA Participants (Chat)

Job Requirements:

  • Outstanding verbal and written communication skills, and the ability to maintain a professional and courteous demeanor
  • Desire to be proactive, demonstrate initiative, and make business-related process improvements.
  • Ability to establish rapport and relationships through effective communication
  • Comfortable with software including Microsoft Office and Outlook
  • High attention to detail and proficiency with numbers
  • Desire for continual learning and dedication to study and apply new concepts, learning quickly and retaining information to assist with decision-making
  • Strong customer service mentality
  • FINRA Series 7 and 63 registrations are required for this position – we support you in obtaining these with a salaried training and development program

Qualification & Experience:

  • Bachelor’s degree preferred…All Majors encouraged

Job Details:

Company:  Fidelity Investments

Vacancy Type: Full Time

Job Functions: Other

Job Location:  Albuquerque, NM, US

Application Deadline: N/A

Apply Here