Fidelity, Advisor Help Desk

Education at Work • Westlake, TX

4d

About The Position

The Advisor Help Desk Associate collaborates with business partners in relationship management, sales and operations to meet the needs of our external advisors who partner with us on workplace retirement plans. In this role you will act as a center of excellence to our 401(k) advisors and internal business units by managing requests and projects that are driven from the broker- dealers and RIA firms we work with in workplace investing.
The Team
As part of this group, you will gain networking exposure through opportunities to collaborate with other business partners and you will enjoy the benefits of building close relationships while working in a small team space! You will play an integral role in delivering an exceptional experience for our advisors. Flexible shifts and adaptable schedules with opportunities across various time zones are available.
Education at Work’s mission is to help students gain the work experience and the durable and technical skills required to achieve economic mobility.
Education at Work helps American businesses tap the talents of hard-working and tech-savvy students to fill in-demand roles in project management, analytics, customer service, and beyond. Our corporate partners are strengthening their employer brand while developing a pipeline of diverse early-career professionals to fill critical talent needs.
Please note: E@W is NOT considered an On-Campus Employer and cannot accept CPT/OPT sponsorships.

Requirements

• Ability to navigate internal business partners and external firms to deliver on an advisor’s request.
• Proficient at account reconciliation.
• Effective at navigating and de-escalating critical situations.
• Experience with leading multiple, sometimes intricate projects that require strict service level agreements.
• Strong organization and ability to govern time efficiently.

Nice To Haves

• Experience with client and/or customer service preferred.

Responsibilities

• Building and developing strong working internal relationships.
• Serving as a subject matter authority to other Relationship Management business partners for advisor-related 401(k) and tax-exempt retirement plan inquiries.
• Researching and resolving data feed and Fidelity Connect portal issues for external broker-dealers and RIAs.
• Supporting Managing Directors to deliver a first-class advisor onboarding experience.
• Provide outstanding customer service to business partners through phone and email.
• Mitigating risk for our firm by preventing and correcting 401(k) advisor payment errors.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 251-500 employees