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What is the difference between Entry Level Tri State Area vs Customer Service Representative?

AspectEntry Level Tri State AreaCustomer Service Representative
Required CredentialsHigh school diploma or equivalentHigh school diploma or equivalent
Work EnvironmentVarious industries, office or retail settingsCall centers, retail, or office environments
Employer UsageEmployers across multiple sectors in the Tri State AreaCustomer-focused roles in retail, telecom, and service industries
Search & Comparison IntentEntry-level jobs in the Tri State AreaCustomer service roles in the same region

Both roles typically require a high school diploma and involve customer interaction. The main difference is that "Entry Level Tri State Area" refers broadly to entry-level positions across various industries in the region, while "Customer Service Representative" specifies a role focused on customer support and communication. Understanding these distinctions helps job seekers target the right opportunities based on their skills and career goals.

What are the most commonly searched types of Tri State Area jobs? The most popular types of Tri State Area jobs are:
What job categories do people searching Entry Level Tri State Area jobs look for? The top searched job categories for Entry Level Tri State Area jobs are:
Entry Level Tri State Area jobs near you

Client Support Specialist - Greater Tri- State Area (REMOTE)

Fidelity Investments

New York, NY • On-site, Remote

$44K - $80K/yr

Full-time

Medical, Retirement, PTO

Posted 10 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 264 frontline employees who took The Breakroom Quiz

14th of 138 rated financial services

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:
New York City, Roslyn, Plainview, Garden City, Lake Grove, Scarsdale, Chappaqua, Greenwich, CT, Stanford, CT, Fairfield, CT
Client Support Specialist
We have an exciting opportunity for a remote, licensed Client Support Specialist in the Greater Tri- State area! While you will work from home, you must reside near the Greater Tri- State 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.
The Purpose of Your Role
As a Client Support Specialist, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.
The Value You Deliver
  • Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance,
  • Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests

The Expertise We're Looking For
  • Series 7 required
  • Series 63 preferred (paid training & support provided)
  • 2-3 years of previous experience working in the financial services industry
  • Strong technological savvy and comfort with learning how to use new tools

The Skills You Bring
  • You have a broad-based knowledge and understanding of general financial planning concepts
  • Proven customer service, client support and problem resolution skills
  • Ability to effectively influence others and use consultative skills to enrich the customer experience

Our Investments in You
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.
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
Category:
Customer Service, Relationship Management, Sales

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