Portfolio Service Associate
4 days ago
Portfolio Service Associate
Fidelity Investments is seeking a skilled Portfolio Service Associate to join our team of experienced professionals. In this role, you will work closely with clients to understand their financial goals and develop personalized portfolio recommendations to help them achieve those goals.
About the Job
This position requires a licensed professional who can develop skills to assist with a broad range of client needs, including trade requests, money movement, online support, and more. You will also be responsible for staying up-to-date on industry developments and best practices, and participating in ongoing training and development opportunities.
Responsibilities
* Develop personalized portfolio recommendations for clients
* Provide exceptional customer service while handling inbound phone calls
* Develop skills to assist with a broad range of client needs
* Work collaboratively with your team to achieve shared goals
* Stay up-to-date on industry developments and best practices
Qualifications
* Series 7 and Series 63 licenses or equivalent experience
* Excellent communication and interpersonal skills
* Ability to work in a fast-paced environment
* Strong analytical and problem-solving skills
* Willingness to learn and grow with the company
Benefits
Fidelity offers a comprehensive benefits package, including health insurance, dental insurance, vision insurance, disability insurance, and a 401(k) plan with a 7% company match.
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