Portfolio Service Associate

4 days ago


Greenwood Village, Colorado, United States Fidelity Investments Full time

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.



  • Greenwood Village, Colorado, United States Spectrum Full time

    JOB SUMMARY This position is responsible for the development and coordination of short-term and long-range strategic real estate plans, objectives and budgets based upon over-arching organizational goals and objectives. This position will support the Sr Director and VP in the development of feasibility studies, evaluation of viable alternatives and the...


  • Greenwood Village, Colorado, United States Stordahl Capital Management, Inc. Full time

    Client Relationship AssociateStordahl Capital Management is seeking a Client Relationship Associate to join our firm located in Greenwood Village, Colorado. This is a unique opportunity to immediately become an integral and respected client service team member. In our organization, the Client Relationship Associate delivers the best service, experience,...


  • Greenwood Village, Colorado, United States REMEDY MEDICAL PROPERTIES, Inc. Full time

    Portfolio Administrator Denver, CO Remedy is an independent, full-service healthcare real estate company providing acquisition, development, leasing, management and strategy consulting services across the United States. Headquartered in Chicago, we are the largest private owner of healthcare properties in the country. Our national presence enables us to...


  • Greenwood Village, Colorado, United States Remedy Medical Properties Full time

    Portfolio Administrator Denver, CORemedy is an independent, full-service healthcare real estate company providing acquisition, development, leasing, management and strategy consulting services across the United States. Headquartered in Chicago, we are the largest private owner of healthcare properties in the country. Our national presence enables us to...


  • Greenwood Village, Colorado, United States REMEDY MEDICAL PROPERTIES, Inc. Full time

    **Company Overview:**Remedy Medical Properties, Inc. is an independent healthcare real estate company that provides acquisition, development, leasing, management and strategy consulting services across the United States.We are headquartered in Chicago and have a national presence, enabling us to offer the right solutions in the right place.Our team is...


  • Greenwood Village, Colorado, United States AMI - Advanced Management, LLC. Full time

    We are seeking to partner with a professional individual that enjoys working in a connected and supported family style company environment while being trusted with carrying out tasks related to the Community Manager job standards and obligations. Overall: HOA Community Association Managers are responsible for managing a portfolio of covenant-controlled...


  • Greenwood Village, Colorado, United States Apollon Wealth Management Full time

    Client Service Associate Reports to:Client Service Manager Status : Exempt Hours : 20-32 Hours/Week (your preference) We are seeking a dedicated and proactive Client Service Associate to join our esteemed wealth management team.The ideal candidate will play a vital role in ensuring exceptional client experiences by providing high-quality service and...


  • Greenwood Village, Colorado, United States Apollon Wealth Management, LLC Full time

    Client Service AssociateReports to: Client Service ManagerStatus: ExemptHours: 20-32 Hours/Week (your preference)We are seeking a dedicated and proactive Client Service Associate to join our esteemed wealth management team. The ideal candidate will play a vital role in ensuring exceptional client experiences by providing high-quality service and support....


  • Greenwood Village, Colorado, United States Apollon Wealth Management, LLC Full time

    Client Service Associate Reports to: Client Service Manager Status: Exempt Hours: 20-32 Hours/Week (your preference) We are seeking a dedicated and proactive Client Service Associate to join our esteemed wealth management team. The ideal candidate will play a vital role in ensuring exceptional client experiences by providing high-quality service and...


  • Greenwood Village, Colorado, United States Apollon Wealth Management, LLC Full time

    Client Service AssociateReports to: Client Service ManagerStatus: ExemptHours: 20-32 Hours/Week (your preference)We are seeking a dedicated and proactive Client Service Associate to join our esteemed wealth management team. The ideal candidate will play a vital role in ensuring exceptional client experiences by providing high-quality service and support....


  • Greenwood Village, Colorado, United States RSM US LLP Full time

    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You'll find an...


  • Greenwood Village, Colorado, United States CoBank Full time

    Overview A career at CoBank can offer you the opportunity to make a personal impact on the people and communities where we do business. When you choose a career with CoBank, you make a difference by standing for something that matters. In order to be the best, we hire the best Remarkable Benefits offered by CoBank Careers with a purpose-stand for...


  • Greenwood Village, Colorado, United States University Physicians Full time

    Associate Director of Population HealthUniversity of Colorado Medicine, 13199 E MONTVIEW BLVD, AURORA, Colorado, United States of America ● Virtual Req #869 Wednesday, February 26, 2025University of Colorado Medicine (CU Medicine) is the region's largest and most comprehensive multi-specialty physician group practice. The CU Medicine team delivers business...

  • Sales Associate

    2 days ago


    Greenwood Village, Colorado, United States Petco Full time

    Petco - 9425 East County Line Rd [Sales Associate / Team Member] As a Sales Associate at Petco, you'll: Provide quick and courteous service to all guests; Determine the needs of guests and share product knowledge to suggest the appropriate merchandise and services; Maintain familiarity with current store promotions and special services; Engage with customers...

  • Middle Market Banking

    4 weeks ago


    Greenwood Village, Colorado, United States NBH Bank Full time

    Our Bankers understand the complexities of people's lives and offer simple solutions. That's the basics of Relationships. Fairness. Simplicity. As a Middle Market Banking Credit Analyst, you will underwrite loan presentations ensuring the overall success and growth of an assigned portfolio, including originations, annual reviews, amendments, risk rating...


  • Greenwood Village, Colorado, United States Empower Retirement Full time

    About UsEmpower Retirement is a leading provider of retirement plans and services. Our mission is to empower individuals to achieve financial freedom by providing innovative solutions and exceptional service. We pride ourselves on fostering a culture of inclusivity, diversity, and innovation.As a company, we believe in the importance of giving back to our...


  • Greenwood Village, Colorado, United States Engrain Full time

    Engrain has transformed the way people find, lease, and manage properties. Engrain provides a holistic suite of mapping solutions built specifically for the real estate industry to provide stunning unit-level map visualizations that integrate with countless websites and property tech applications. Our revolutionary, unit-level map data and interactive...


  • Greenwood Village, Colorado, United States REMEDY MEDICAL PROPERTIES, Inc. Full time

    **About Us:**At Remedy Medical Properties, Inc., we are committed to providing equal employment opportunities to all employees and applicants and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, marital status, protected veteran status, sexual orientation,...

  • Store Associate

    7 days ago


    Greenwood Village, Colorado, United States Ross Stores, Inc. Full time

    Key ResponsibilitiesAs a Store Associate, you will be responsible for delivering exceptional customer service, maintaining a clean and organized store environment, and supporting the overall success of our retail operations.Key Responsibilities:Effectively communicate with customers, associates, and store leadership in a friendly, respectful, cooperative,...


  • Greenwood Village, Colorado, United States Camping World Full time

    Camping World is seeking a talented and results-driven Customer Service Specialist to join our team.This role offers the ideal opportunity for someone who enjoys working in a dynamic environment and is passionate about delivering outstanding customer experiences.Key responsibilities will include:Handling customer inquiries and resolving issues in a...