Top 5 Pro Tem Solutions Jobs

Client Support Specialist - Greater Sacramento, CA Area (REMOTE)
Fidelity Investments —Sacramento, CA
- $44,000 - $80,000 a year
- Full-time
- Research
- Mid-level
- Residential
- Loan repayment program
- Tuition reimbursement
OPERATIONS SUPERVISOR I
San Bernardino Superior Court —San Bernardino, CA
- $5,165.04 - $6,593.14 a month
- Mid-level
- Office
- Accounting
5d
Engineer III - Test Environment Management
Inland Empire Health Plan —Rancho Cucamonga, CA
- $118,601.60 - $157,144.00 a year
- Full-time
- Hybrid work
- Computer Science
- 5 years
- Office
- Paid holidays
- Disability insurance

More jobs to discover

Find similar jobs that you might be interested in.

Branch & Concierge Operations Supervisor I Licensing Required
Raymond James Financial, Inc. —Southfield, MI
Works without supervision and provides technical guidance when required on developing, monitoring, interpreting and understanding policies and procedures, while…
13d
Operations Supervisor I
ADVANTAGE MEDIA SERVICES LLC —Bear, DE
Manage all aspects of inbound and outbound transportation to optimize logistics efficiency. Team Orientation: Must be a dedicated team player, capable of…
$19 - $26 an hour
Quick Apply

I want to receive the latest job alert for Pro Tem Solutions

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

Pro Tem Solutions jobs near

Operations Supervisor jobs in San Bernardino, CA

Client Services Specialist jobs in Sacramento, CA

Operations Supervisor jobs in Portland, ME

Operations Supervisor jobs in Birmingham, AL

Operations Supervisor jobs in Hebron, KY

Business Operations Manager jobs in Austin, TX

Special Education Supervisor jobs in New Jersey

Operations jobs in Tampa, FL

Vp Of Operations jobs in Phoenix, AZ

Operations Supervisor jobs in Boston, MA

Senior Test Engineer jobs in Los Angeles, CA

Senior Test Engineer jobs in Remote

Senior Test Engineer jobs in Richmond, VA

Senior Director Of Marketing jobs in Remote

Senior Test Engineer jobs in Lewis Center, OH

Prototype Vehicle Test Driver jobs in California

Emergency Management Specialist jobs in Washington, DC

Client Services Specialist jobs in Conway, AR

Client Services Specialist jobs in Los Angeles, CA

Client Services Specialist jobs in Columbia, MD

Client Support Specialist - Greater Sacramento, CA Area (REMOTE)

Fidelity Investments -
Sacramento, CA

Apply Now

Job Details

Full-time
$44,000 - $80,000 a year

Benefits

Loan repayment program
Tuition reimbursement
Paid time off
Parental leave

Qualifications

Customer communication
Series 7
Experience practicing in the securities industry
Series 63

Full Job Description

Job Description:

To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below:

Sacramento, Folsom, Roseville

Client Support Specialist

As a Client Support Specialist, you will be an integral part of a fast-paced, tem oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.

The Team

While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.

The Expertise You Have

Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience

The Skills You Bring

Broad based knowledge and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills

The Value You Deliver

Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests
Deliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the client
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
Collaborate with internal business partners to research and resolve complex client requests
Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

The base salary range for this position is $44,000-80,000 USD per year.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Certifications:

Series 07 - FINRA, Series 63 - FINRA

Refine Your Search

Pro Tem Solutions jobs

Client Support Specialist - Greater Sacramento, CA Area (REMOTE)

OPERATIONS SUPERVISOR I

Engineer III - Test Environment Management

More jobs to discover

I want to receive the latest job alert for Pro Tem Solutions

Explore jobs in more locations

Job Description:

Client Support Specialist

Certifications:

Category:

Job Seeker Tools

Employer Tools

Browse

Stay Connected