Premium Client Service Representative

2 months ago

Stamford, Connecticut, United States Fidelity Investments Full time

Job Overview

To qualify for this position, candidates must reside within a specified distance from our designated branch locations.

Role Summary

We are pleased to announce an opportunity for a remote, licensed Wealth Management Service Specialist in the Greater Tri-State area. While this role allows for remote work, it is essential that candidates live in proximity to the Greater Tri-State area, as occasional in-person collaboration with colleagues is vital to our organizational culture. We provide virtual interviewing and onboarding processes, along with comprehensive access to our online training and support systems. You will have the necessary tools to effectively assist our clients from home.

Purpose of Your Role

As a Wealth Management Service Specialist, your primary focus will be on nurturing relationships with our high-net-worth clients, who possess assets ranging from $250,000 to $1 million, and thus have intricate service and investment requirements. In this capacity, you will play a key role in enhancing customer loyalty and fostering business development opportunities.

Value You Bring

  • Engaging with clients through inbound communications, addressing their inquiries, and offering guidance on products and services.
  • Executing client requests, including options, equities, mutual funds, fixed income trades, and other specialized financial transactions.

Required Expertise

  • Series 7 certification is mandatory.
  • Series 63 certification is preferred (training and support will be provided).
  • 2-3 years of relevant experience in the financial services sector.
  • Strong technological proficiency and adaptability to new tools.

Skills You Possess

  • Comprehensive knowledge of general financial planning principles.
  • Demonstrated customer service, client support, and problem-solving abilities.
  • Capacity to effectively influence others and utilize consultative skills to enhance the client experience.

Our Commitment to You

At Fidelity, our greatest asset is our people, and we believe in a holistic approach to life. We offer a competitive total rewards package, including a stable base salary, to acknowledge the achievements of our associates. Our benefits programs are designed to support you and your family in achieving a balanced lifestyle.

Compensation Overview:

The base salary range for this role is $46,000 – $75,000 annually.

Placement within this range will depend on job responsibilities, geographic location, relevant experience, and other factors.

Base salary constitutes only a portion of the total compensation package. Depending on the role and eligibility criteria, the offer may also include bonuses or other variable compensation.

We provide a wide array of benefits to accommodate your evolving needs and assist you in leading your best life both professionally and personally. These benefits encompass comprehensive healthcare coverage, emotional well-being support, market-leading retirement plans, generous paid time off, parental leave, charitable giving matching programs, and educational assistance, including student loan repayment and tuition reimbursement, to facilitate your career development.

Required Certifications:

Series 07 – FINRA, Series 63 – FINRA, Series 65 – FINRA, Series 66 – FINRA

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