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Financial Services Associate

2 months ago

Columbus, Ohio, United States Fidelity Investments Full time

Job Summary

Fidelity Investments is seeking a highly skilled and experienced High Net Worth Service Associate to join our team. As a High Net Worth Service Associate, you will be responsible for providing exceptional customer service and support to our high net worth clients.

Key Responsibilities

  • Engage with customers via inbound calls, responding to their inquiries, and providing product and service level guidance.
  • Process customer requests to include options, equities, mutual funds, and fixed income trades and other specialized monetary requests.

Requirements

  • Series 7 required.
  • Series 63 preferred (paid training and support provided).
  • 2-3 years of previous experience working in the financial services industry.
  • Strong technological savvy and comfort with learning how to use new tools.

What We Offer

Fidelity's greatest advantage is our people, and we believe it is essential to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. Our benefit programs are designed to help you and your family strike the right balance.

Certifications:

Series 07 – FINRA, Series 63 – FINRA