Wealth Management Team

2 months ago

Merrimack, United States Fidelity Investments Full time

Job Description: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 outreachDelivering customized service to clients seeking a personalized, high-touch relationshipYou deliver the best client experience in the financial services industry by efficiently and accurately resolving issues and taking ownership to solve complex situationsThe Skills You Bring Extensive experience working with Account Management, Money Movement and Transfers of Assets requestsStrong communication and organizational skills to prioritize decisions in a fast-moving environmentCreative problem resolution skills with an ability to balance risk and the client experienceCapability to take ownership of complex situations that result in positive outcomes for clientsExperience in a team environment that fosters culture of peer-to-peer coaching, collaboration, and recognitionThe Expertise You Have Series 7 required Series 63 or ability to obtain upon hire3-5 years of previous financial services experienceOur 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 - FINRACategory:Customer Service, Relationship Management, SalesFidelity'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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