High Net Worth Service Associate
| Company | Fidelity Investments |
|---|---|
| Location | Santa Monica, CA, USA, Los Angeles, CA, USA, Canoga Park, Los Angeles, CA, USA, Pasadena, CA, USA, Burbank, CA, USA, Brea, CA, USA, Thousand Oaks, CA, USA, Seal Beach, CA, USA, Carson, CA, USA |
| Salary | $46000 – $75000 |
| Type | Full-Time |
| Degrees | |
| Experience Level | Junior, Mid Level |
Requirements
- 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
Responsibilities
- 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
Preferred Qualifications
- 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
Benefits
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No information provided on Benefits.