High Net Worth Service Associate
| Company | Fidelity Investments |
|---|---|
| Location | Orlando, FL, USA, Summerfield, FL, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | 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
- Proven customer service, client support and problem resolution skills
- Ability to effectively influence others and use consultative skills to enrich the customer experience