Transition Service Specialist - Greater Cleveland, OH Area

We have an exciting opportunity for a remote, licensed Transition Service Specialist in the Greater Cleveland Metro area! While you will work from home, you must reside near the Greater Cleveland area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You’ll have full access to work from home capability to support our clients remotely.

As a Transition Service Specialist, you will be an integral part of a team that provides expertise and empathy during the transition of wealth due to certain life events. When a life event requires a customer to make changes to their accounts, you will provide a personalized, streamlined experience for these transitions. In this role, you will have the opportunity to help maintain lifelong Fidelity relationships as well as foster new ones for generations to come.

You will serve as a single point of contact to customers for all their account reregistration needs, providing a dedicated, compassionate, and balanced approach by building customer confidence and earning their trust. This includes owning the customer experience from initiation to competition and providing simple and easy solutions for complex requests.

• Engaging with customers via inbound calls and written communication regarding certain life events changes and quickly resolving customer’s inquiries and requests

• Servicing the full spectrum of customer needs, including account set up, money movement, trading, and establishing or updating account features

• Deliver efficient and responsive resolution for reregistration in the most effective way possible

• Uncover opportunities and identify solutions and services that will enhance the customer’s financial success

• Series 7 required

• Series 63 or ability to acquire upon hire

• 2-3 years of previous financial services experience

• Strong organizational skills and the ability to process transactions with efficiency and accuracy

• Empathetic mindset to work through complex situations with clients during their difficult times

• Ability to prioritize decisions in a fast-moving environment

• Capability to own complex situations that result in positive outcomes for the customer

Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance.

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning and growth so you can build the career you’ve always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.