Premium Client Service Representative
2 months ago
Join Our Team as a Wealth Management Service Associate
We are looking for a qualified Wealth Management Service Associate to support our high-net-worth clientele. This position focuses on strengthening client relationships, offering insights on financial solutions, and managing monetary requests efficiently. The successful candidate will possess a Series 7 license, exceptional customer service abilities, and experience in the financial services sector.
Key Responsibilities:
- Communicating with clients through incoming calls
- Facilitating client requests for trades and various financial transactions
- Employing consultative techniques to enhance the overall client experience
Why Work with Us?
At Fidelity Investments, we prioritize the growth and well-being of our employees. We provide a comprehensive rewards package and benefits that promote a healthy work-life balance. Become part of a team that recognizes and values your contributions.
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