Fidelity Investments: High Net Worth Service Associate - Greenwood Village, Co
Company: Fidelity Investments
Location: Littleton
Posted on: February 17, 2021
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Job Description:
Job Description: Job Description This 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. " 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 Investments 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
Team While 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
experience The 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 skills The 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 request We
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
unique perspectives and experiences. Fidelity Investments is an
equal opportunity employer. Certifications:Series 07 FINRA, Series
63 FINRA Company Overview At 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 accommodations@fmr.com or 800-835-5099, prompt
2, option 2 if you would like to request an accommodation.
Keywords: Fidelity Investments, Littleton , Fidelity Investments: High Net Worth Service Associate - Greenwood Village, Co, Other , Littleton, Colorado
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