- 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
- 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
- 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
-
Client Service Associate
1 day ago
Morgan Stanley Baltimore, United StatesClient Service Associate** · Job Number: · 3251886 · POSTING DATE: May 8, 2024 · PRIMARY LOCATION: Americas-United States of America-Maryland-Baltimore · JOB: Wealth Management · EMPLOYMENT TYPE: Full Time · JOB LEVEL: Non-Exempt · DESCRIPTION- Client Service Associates help shap ...
-
Associate Director, Client Services
1 day ago
Towson University Towson, United States**Job Summary** · Towson University (TU) is one of the nation's top 100 public universities. Located north of Baltimore, TU currently enrolls more than 19,000 students and is the second-largest university in the prestigious University System of Maryland. Towson University values ...
-
Guest Services Associate
2 days ago
FutureCare Health Baltimore, United StatesOverview · FutureCare North Point in Dundalk near Essex is looking for a Guest Services Associates to play a key role in representing the organization with a high level of professionalism and care. As the First Impression of FutureCare, our Front Desk Receptionist are knowledgeab ...
-
Client Service Associate
48 minutes ago
Morgan Stanley Baltimore, United StatesPOSITION SUMMARY · Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabi ...
-
Customer Service Associate
1 day ago
Savers | Value Village Baltimore, United States· Position at 2nd Ave Thrift · Job Title: Customer Service Associate · Who we are: · As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion r ...
-
Customer Service Associate
2 days ago
Main Bird Hot Chicken Spring, United States_Cashier/Prep/Customer Service _ · We are hiring full time and part time employees · **Qualifications**: · **Experience**: · relevant, 1 year (preferred) · Full Job Description · Main Bird Spring is seeking experienced Cashiers / Prep with a positive attitude, enjoys working in a ...
-
Customer Service Associate
13 hours ago
2nd Ave Thrift Baltimore, United StatesJob Title: Customer Service Associate · Who we are: · As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to champion reuse and inspire a future where s ...
-
Customer Service Associate
6 days ago
IKEA Baltimore, United StatesIKEA - JobID: [Retail Associate / Team Member] As a Customer Service Associate at IKEA, you'll: Create a positive customer experience by ensuring accurate transactions and/or orders; Meet customers' needs, solve problems independently, and recognize when to escalate to a manager; ...
-
Client Service Associate
3 days ago
N&A Enterprises and Solutions Baltimore, United StatesA client Service Associate is responsible for managing and maintaining relationships with travel clients, ensuring their satisfaction with products or services, and addressing any concerns or issues that may arise. They may also be responsible for generating new business by ident ...
-
Customer Service Associate
3 days ago
IKEA Baltimore, United States) At IKEA, we are a very family-friendly retailer, that's why we offer IKEA Smland, a place for kids to have fun while our customers shop on their own. As a Childrens Activity Area Associate, you will: Contribute to creating a pleasant and safe env Customer Service, Associate, Cu ...
-
Member Services Associate
2 days ago
Beacon Street USA Baltimore, United StatesOverview: · Baltimore-based Roundtable Research is looking for a special kind of Member Services Associate. We are looking for the top 20% of the 80/20 business rule to join our team of talented, passionate employees dedicated to serving and delivering world-class support to our ...
-
Food Service Associate
3 days ago
The Chimes Inc Baltimore, United States** Food Service Associate** · **Job Category****:** School **Requisition Number****:** FOODS02763 Showing 1 location **Job Details** · **Description** · **PRIMARY JOB FUNCTION(S):** · Responsible for providing skill training, personal care assistance and constant supervision ...
-
Customer Service Associate
9 hours ago
Savers Baltimore, United States Full timeDescription · Position at 2nd Ave Thrift Job Title: Customer Service Associate · Who we are: · As one of the largest for-profit thrift operators in the United States, Canada and Australia for value priced pre-owned clothing, accessories and household goods, our mission is to ch ...
-
Customer Service Associate
1 hour ago
Packaging Strategies Incorporated (PSI) Baltimore, United StatesJob Description · Job DescriptionSUMMARY: · The ideal Customer Service Associate candidate will provide exceptional service to our customers. The ideal candidate will have a friendly and positive attitude, excellent communication skills, and a strong desire to help customers with ...
-
Retail Service Associate
2 days ago
Greater Baltimore Medical Center (GBMC) Baltimore, United StatesNutritional Services Full Time Day 8 Hour Shifts (7 am - 3:30 pm) 40 Req# 42757 · I.JOB DESCRIPTION SUMMARY: · Under direct supervision, according to defined procedures and established schedules, performs a variety of kitchen, cafeteria, sanitation, and tray line activities. · ...
-
Environmental Service Associate
2 days ago
Greater Baltimore Medical Center (GBMC) Baltimore, United StatesEnvironmental Services Full Time Day 8 Hour Shifts(6am - 2:30pm) 40 Req# 42436 · I.JOB DESCRIPTION SUMMARY: · Under direct supervision, maintains an assigned area of the hospital in a sanitary and orderly condition in accordance with departmental and regulatory agency policies, ...
-
Guest Services Associate
1 week ago
FutureCare Baltimore, United States Full timeOverview: · FutureCare North Point in Dundalk near Essex is looking for a Guest Services Associates to play a key role in representing the organization with a high level of professionalism and care. As the First Impression of FutureCare, our Front Desk Receptionist are knowledgea ...
-
Direct Customer Service Associate
1 day ago
The One Percent Inc. Silver Spring, United StatesWe're a company built on passion, performance, innovation, and growth. We work with various clients in the region, focusing on building strong relationships between clients and their customers through personalized approaches. Our Direct Customer Service Associates are trained to ...
-
associate director, clinical services
3 days ago
Behavioral Health System Baltimore Baltimore, MD, United StatesBehavioral Health System Baltimore (BHSB) is seeking candidates for the position of Associate Director, Clinical services, for a full time position in a hybrid work environment, in Baltimore, Maryland. This position reports to the Director, Rehabilitation & Treatment. The Associa ...
-
CNA Resident Services Associate
48 minutes ago
Brooke Grove Foundation Baltimore, United StatesCNA RSA: Resident Services Associate · * *Pay Rate up to $19.50/hour; based on experience** · Part Time · Nights / Evenings · Our mission is to "Touch People's Lives", and to us, it is more than a mission, it is a way of life · At Brooke Grove Retirement Village (part of Bro ...
High Net Worth Service Associate - Baltimore, United States - Fidelity Investments
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:
Bethesda, Annapolis, Baltimore, Columbia, Towson
High Net Worth Representative
We have an exciting opportunity for a remote, licensed High Net Worth Service Associate 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.
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 to increase customer loyalty and drive business development opportunities.
TheValueYou Deliver
TheExpertiseWe're Looking For
TheSkillsYou Bring
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 ourbenefit programsare designed to help you and your family strike the right balance.
Learn More:Dynamic Working
Certifications:
Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACompany Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.
Join Us
At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.
Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to Find Your Fidelity at
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to , or by calling , prompt 2, option 3.
PDN-9b6e750c-7b68-45bb-b45d-dfcb4f5abcdb