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High Net Worth Service Associate - Greater Cleveland, OH Area

Company: Fidelity Investments
Location: Columbus
Posted on: November 22, 2021

Job Description:

Job Description: High Net Worth Representative We have a new and exciting opportunity for a Remote Licensed High Net Worth Service Associate in the Greater Metro Cleveland area! The position is remote and requires that you reside in the Greater Cleveland Ohio area. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. Full access to work from home capabilities to support our clients remotely. ThePurposeof Your Role As a High Net Worth Representative, 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 us to increase customer loyalty and drive business development opportunities. TheValueYou 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 TheExpertiseWe're Looking For
    • Series 7 required
    • Series 63 preferred (paid training & support provided)
      • Ability to work 100% percent remotely
      • 2-3 years of previous experience working in the financial services industry
      • Strong technological acumen and comfort with learning how to use new tools TheSkillsYou 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

Keywords: Fidelity Investments, Columbus , High Net Worth Service Associate - Greater Cleveland, OH Area, Other , Columbus, Ohio

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