Wealth Management Team
2 months ago
Wealth Management Team - Service Specialist
The Wealth Management team provides customized, comprehensive financial planning solutions, ongoing investment management and the highest level of service to Fidelity's High Net Worth clients. As a key player on the team, you will support an advisory practice to deliver exceptional service and relationship experience through responsiveness, proactivity, and outstanding service execution.
This role can be hired as a job grade 2 or 3 based upon experience.
The Purpose of Your Role
You will provide exceptional support to a book of clients through frequent communication and collaboration with the advisory team and key business partners. By building strong relationships and applying effective practice management techniques, you will deliver complex wealth management service to your clients.
The Value You Deliver
- Through calls, chat and emails you will support the advisory team and their book of clients, taking responsibility for complex case management and proactive client outreach
- Delivering customized service to clients seeking a personalized, high-touch relationship
- You deliver the best client experience in the financial services industry by efficiently and accurately resolving issues and taking ownership to solve complex situations
- Extensive experience working with Account Management, Money Movement and Transfers of Assets requests
- Strong communication and organizational skills to prioritize decisions in a fast-moving environment
- Creative problem resolution skills with an ability to balance risk and the client experience
- Capability to take ownership of complex situations that result in positive outcomes for clients
- Experience in a team environment that fosters culture of peer-to-peer coaching, collaboration, and recognition
The Expertise You Have
- Series 7 required
- Series 63 or ability to obtain upon hire
- 3-5 years of previous financial services experience
Our Investments in You
Fidelity'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 Working
Certifications:
Series 07 - FINRA, Series 63 - FINRA
Category:
Customer Service, Relationship Management, Sales
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
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