Registered Client Services Representative
Company: Fidelity Investments
Location: Jacksonville
Posted on: February 24, 2021
|
|
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 InvestmentsThis 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 TeamWhile 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 experienceThe 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 skillsThe 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 requestWe 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 - FINRACompany OverviewAt 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 or , prompt 2, option 2 if
you would like to request an accommodation.
Keywords: Fidelity Investments, Jacksonville , Registered Client Services Representative, Sales , Jacksonville, Florida
Click
here to apply!
|
Didn't find what you're looking for? Search again!
Other Sales JobsCustomer Service Representative - Immediate Opening Description: Job DescriptionCUSTOMER SERVICE REPRESENTATIVE Careers start here Join our team as a Customer Service Representative. Take inbound calls from customers to resolve customer issues and inquiries. Some (more...) Company: valorvip Location: Jacksonville Posted on: 02/28/2021 Sales Representative - Full Time & Part Time New Year Positions Available - Description: New Year Sales Representative - Full Time Part Time Positions Available -Would you like to earn some great money going into the New Year Would you like to add experience to your resume but have little (more...) Company: Aloha Jax Location: Atlantic Beach Posted on: 02/28/2021 Insurance Agent-Entry Level Description: We are seeking an Entry Level Insurance Agent to join our team br You will be responsible for expanding the company's book of business by selling various types of insurance policies to new and Company: D&S Recruiting LLC Location: Jacksonville Posted on: 02/28/2021 Field Sales Representative Description: The Field Sales Representative will be working in the Field 5 days a week between Monday - Saturday. You will receive appointments through Company: Care & Comfort Location: Jacksonville Posted on: 02/28/2021 Clinical Sales Division Manager Description: Clinical Sales Division Manager RN or PT ul li Management li 62208 Encompass Health Your job alert was successfully created. Get future jobs matching this search Enter Your Email Please enter a (more...) Company: Encompass Health Location: Jacksonville Posted on: 02/28/2021 Ramp Agents Description: DGS is hiring Ramp Agents at the Jacksonville Airport in Jacksonville, FL. Part Time 9.05/Hour Delta Flight Privileges Under the supervision of lead agent and/or supervisor Company: DGS Location: Jacksonville Posted on: 02/28/2021 Retail Counter Sales Description: O'Reilly is now hiring Retail Counter Sales team members. Our sales team members are responsible for providing our retail and installer customers with a high level of service. They xa0 also support management (more...) Company: O'Reilly Auto Parts Location: Jacksonville Posted on: 02/28/2021 Independent Freight Agent Book of Business Required Description: br br 46 YEARS IN BUSINESS br br Independent Freight Agent Book of Business Required br br Come and Grow Your Business with GTO br br Looking to expand your business and partner with (more...) Company: GTO 2000, Inc. Location: Jacksonville Posted on: 02/28/2021 Sales Consultant - Earn $100K Description: Family First Life is the premier company for flexible schedule opportunities in a motivating environment of independent agents. -- Leads Leads Leads -- Mortgage Protection and new final expense lead. (more...) Company: FFL Persevere Location: Jacksonville Posted on: 02/28/2021 Life Insurance Sales Agent Description: At Family First Life Golden State it is our mission to change how people view insurance agents and how we work in the industry. Not only do we have the highest compensation in the industry, but we believe (more...) Company: FFL Golden State Location: Jacksonville Posted on: 02/28/2021 |