CE Client Service Ops Representative III The Expertise Were Looking For * Four-year College Degree * 2-3 years of experience in financial services industry with a sound understanding of the Broker/Dealer marketplace required The Purpose of Your Role Fidelity Institutionals (FI) Client Experience Division (CED) provides superior customer service to Fidelity's National Financial Services (NFS) Broker-Dealers through innovation, dedication and commitment to excellence. The Client Service Ops Representative (CSR) will be member of a small, collaborative, and dedicated team, providing white glove service to an Insurance broker-dealer and a group of their top producing advisors. The CSR will frequently interact with other Fidelity departments while providing technical expertise and industry knowledge to our brokerage clients. The CSR will be the initial point of contact or the point of escalation for this client and their top advisors, and will continually influence our clients satisfaction with NFS. The Department Hours are 8:30 a.m. - 6 p.m. EST, Monday Friday. Various shifts exist within the overall departmental hours to ensure coverage. The Skills You Bring * Exceptional interpersonal, organizational, and client service skills * Experience with Fidelity systems: FBSI, Wealthscape, UAO, BPM, and Xtrac preferred * Experience with Fidelity products and vendors, such as Managed Account Solutions (MAS) and Envestnet * Working knowledge of windows-based PC and MS Office applications The Value You Deliver * Provide white glove service on inbound and outbound client calls * Provide timely resolution to client requests and issues * Advise clients on NFS, OSG, and Envestnets policies, procedures, systems and products * Act as a liaison between clients and Fidelity companies on time critical TOA, legal transfer, margin, new account, cashiering, reorg, and trading issues * Maintain daily service levels and high quality standards * Develop long term relationships and partnerships with a complex client * Respond directly to all client inquiries received via telephone, email or Service Center * Proactively manage client issues and resolve problems in a timely and accurate manner * Educate clients by providing operational guidance in the areas of process, policy and procedures (including Fidelity and Industry rules and regulations) * Make sound, definitive business decisions which meet our clients needs within the confines of our policies and procedures * Work with management and various other Fidelity departments to address issues as necessary * Actively participate in meetings and process improvement initiatives * Will require some travel to the clients Manhattan offices (<25%) 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. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. **Primary Location: **US-NJ-Jersey City **Work Locations: ** **Job: **Client Services **Organization: **FMR LLC. **Job Level: **Individual Contributor **Schedule: **Full-time **Job Type: **Standard **Travel: **Yes, 25 % of the Time