Premium Client Service Representative

2 months ago


Marlton, New Jersey, United States Fidelity Investments Full time

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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