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Wealth Management Associate
2 weeks ago
As a High Net Worth Service Associate, you will embark on a rewarding career journey with Fidelity Investments. You will have the opportunity to work with high-net-worth clients, manage complex service and investment needs, and drive business development opportunities. Your success will be measured by your ability to provide exceptional service, build strong relationships, and deliver results. To ensure your success, we offer comprehensive training and support, including virtual training and access to our expert team. You will also have the opportunity to develop your skills and knowledge through our learning resources, tuition reimbursement, and student loan repayment programs.
What You Will Achieve
You will provide exceptional service to high-net-worth clients, managing complex service and investment needs and driving business development opportunities. You will engage with customers via inbound calls, respond to their inquiries, and provide product and service level guidance. You will process customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests. You will also build strong relationships with your clients, understand their financial needs, and deliver tailored solutions to meet those needs. By achieving these objectives, you will make a significant contribution to Fidelity Investments' mission to provide innovative solutions and exceptional service to our clients.
