High Net Worth Financial Services Representative
2 weeks ago
Exciting Opportunity for a Financial Services Professional in the Industry
We are seeking a licensed Financial Services Associate in the financial services industry. This role involves enhancing relationships with high-net-worth clients, providing guidance on financial products, and processing monetary requests. The ideal candidate should have a Series 7 certification, strong customer service skills, and a background in the financial services industry.
Your Responsibilities Include:
- Engaging with customers via inbound calls
- Processing customer requests for trades and other monetary transactions
- Using consultative skills to enhance the customer experience
Why Choose Fidelity Investments?
At Fidelity Investments, we believe in investing in our people. We offer a competitive total rewards package and benefits designed to help you achieve work-life balance. Our company values your contributions and offers a dynamic work environment that fosters growth and development.
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Marlton, New Jersey, United States Fidelity Investments Full timeJob SummaryFidelity Investments is seeking a highly skilled and experienced Financial Services Associate to join our team. As a High Net Worth Financial Services Representative, you will be responsible for providing exceptional customer service and support to our high-net-worth clients.Key ResponsibilitiesEngage with customers through inbound calls,...
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