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Customer Service Associate
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Client Service Associate
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Client Service Associate
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Client Services Associate
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Client Service Associate
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Auction Services Associate-25
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Registered Client Service Associate
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Customer Service Associate II
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High Net Worth Service Associate - Miami, 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: Coral Gables, Boca Raton, Ft.
LauderdaleHigh Net Worth RepresentativeWe have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater Miami Metro area While you will work from home, you must reside near the Greater Mia 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 RoleAs 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.The Value You DeliverEngaging 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 requestsThe Expertise We're Looking ForSeries 7 requiredSeries 63 preferred (paid training & support provided)2-3 years of previous experience working in the financial services industryStrong technological savvy and comfort with learning how to use new toolsThe Skills You BringYou have a broad-based knowledge and understanding of general financial planning conceptsProven customer service, client support and problem resolution skillsAbility to effectively influence others and use consultative skills to enrich the customer experienceOur Investments in YouFidelity'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.Learn More:
Dynamic WorkingCertifications:
Series 0- FINRA, Series 6- FINRA, Series 6- FINRA, Series 6- FINRACategory:Customer Service, Relationship Management, Sales
