High Net Worth Service Associate - Greater San Jose, CA Area High Net Worth Service Associate - Greater San  …

Fidelity Investments
in Los Angeles, CA, United States
Permanent, Full time
Be the first to apply
Competitive
Fidelity Investments
in Los Angeles, CA, United States
Permanent, Full time
Be the first to apply
Competitive
High Net Worth Service Associate - Greater San Jose, CA Area
Job Description:

High Net Worth Representative

We have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater San Jose, CA Metro area! While you will work from home, you must reside near the Greater San Jose, CA area a s 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
  • 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)
  • 2-3 years of previous experience working in the financial services industry
  • Strong technological savvy 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
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