Private Access Client Services Specialist - Woodland Hills, CA

Having a strong financial future has a lot to do with the choices you make today.
One smart move is choosing to invest with Fidelity. We offer the guidance, competitive pricing, and investment options you need to reach your goals.




The Private Access Client Services Specialist (CSS) works with customers who are assigned to a designated Private Access Account Executive. These clients have at least $1 million in assets with Fidelity. The role of the Client Services Specialist (CSS) is to provide customer service and operational support to the Private Access Account Executive. You will act as a sales assistant to the Account Executive. You will help to manage all inbound calls generated by a book of clients as well as operational and transactional processing, while acting as a conduit between the Account Executive and the client to resolve service/trading/sales issues.


Duties and Responsibilities:

Call Management, Service & Operations - 50%
o Handle inbound customer inquiries of all types (trading, service, sales)
o Ownership of clients needs regarding service, trading and problem resolution and processing issues
o Serve as quality control point to ensure that all calls, paperwork, policy and procedures for customer requests have been adhered to in accordance with compliance requirements

Administration — Book / Client Management - 25%
o Assist Account Executive in implementing a structured client contact strategy and promote annual guidance reviews. Schedule appointments and prepare pre and post appointment literature
o Facilitate increased contact between the Account Executive and those clients that have routinely used the central phone Relationship Managers in the past

Trading - 15%

o Place all trades / transactions as instructed by clients in a timely fashion and offer client confirmation for trades placed

Business Development - 10%
o Basic sales interactions / conversations to help advance the sales cycle. Maintain the Guidance Interaction Reports, Retirement Income Plans, Portfolio Investment Reviews and Estate Plans as gathered and provided by the Account Executive.
o Prepare reports and information for client meetings including prospect and referral letters in accordance with compliance requirements
o Assist in basic prospecting and/or sales communication with clients in the Account Executive's book at the discretion of the Account Executive while consulting with the local Relationship Manager



o 1-3 years in financial services with an emphasis on customer service
o Series 7 & 63 Securities Licenses required prior to hire
o Series 66 (63/65) required (or to be obtained within 3 months of hire)
o Must have strong interpersonal skills and the ability to deliver highly personalized service to a group of High Net Worth clients
o Exceptional client service phone skills
o Must have extensive knowledge of Fidelity's policies and procedures and ability to work in a fast paced deadline oriented environment
o PC/Windows skills