High Net Worth Service Associate
Company: Fidelity Investments
Location: Jacksonville
Posted on: January 13, 2021
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Job Description:
Job Description:
"Fidelity believes in, and is committed to, fair and consistent
treatment for every associate and customer, and to creating a safe
and respectful environment, in which everyone is treated with
kindness, compassion and respect." Abby Johnson - Chairman & CEO
Fidelity Investments
This role requires the Series 7 License in order to be considered.
If you do not have a Series 7, please search for Workplace Planning
Associate or Customer Relationship Advocate positions to learn more
about starting a career in Financial Services.
As a High Net Worth Representative, you will be an integral part of
a fast-paced, team oriented environment that is focused on
enhancing relationships with our high net worth clients who have
assets of $250,000 to $1 million and therefore a complex service
and investment need. In this role, you will help us to increase
customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional
characteristics, each one embodies the core values that have been
instrumental in building our proud past. Putting the customer
first, respect, integrity, honesty, innovation and improvement as
well as competitiveness are values shared across the organization.
These simple but powerful values set us apart from our
competition.
The Expertise You Have
* Series 7 required
* Series 63 or ability to obtain within 90 days
* 2-3 years of previous financial services experience
The Skills You Bring
* Broad based knowledge and understanding of general financial
planning concepts
* Proven customer service, client support and problem resolution
skills
* Strong verbal and written communication skills
* Ability to effectively influence others
* Robust time management and organizational skills
The Value You Deliver
* Engage with customers, via inbound calls, responding to their
inquires which may include providing product and service level
guidance, processing transactions to include options, equities,
mutual funds and fixed income trades and other specialized monetary
requests
* Deliver efficient and responsive resolution for various client
situations. Own the management of the case, research the issue and
communicate the solution to the client
* Uncover opportunities and identify products and services that
will enhance the client's financial success and partner with the
Financial Consultant to further discuss with the client
* Collaborate with internal business partners to research and
resolve complex client requests
* Conduct pro-active outbound calls to communicate resolution to
the client or secure additional information to close out the
request
We believe in being #DifferentTogether. Fidelity's nine affinity
groups are self-organized groups of employees with common interests
in areas such as race, ethnicity, gender or sexual orientation, or
who share similar interests based on similar sets of experiences
who come together to create a positive, inclusive workplace for all
employees.
We continuously strive for a diverse and inclusive workplace where
we respect and value our associates for their unrivaled
perspectives and experiences.
Certifications:
Series 07 - FINRA, Series 63 - FINRA
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. We are proud of our diverse and inclusive workplace
where we respect and value our associates for their unique
perspectives and experiences. For information about working at
Fidelity, visit FidelityCareers.com.
Fidelity Investments is an equal opportunity employer.
Fidelity will reasonably accommodate applicants with disabilities
who need adjustments to complete the application or interview
process. Please email us at accommodations@fmr.com or 800-835-5099,
prompt 2, option 2 if you would like to request an
accommodation.
Keywords: Fidelity Investments, Jacksonville , High Net Worth Service Associate, Other , Jacksonville, Florida
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