High Net Worth Service Associate - Greater Minneapolis, MN Area
Fidelity Investments
Minnetonka, MN
5 days ago
$46,000 - $75,000
Job Description
Join Fidelity Investments as a High Net Worth Service Associate in the Greater Minneapolis area, where you will play a crucial role in enhancing client relationships and driving business development for high net worth clients. This position offers a dynamic team environment and extensive benefits to support your career and personal growth.
Key Responsibilities
Engage with customers via inbound calls to respond to inquiries
Deliver efficient and responsive resolution for various client situations
Uncover opportunities to enhance client’s financial success
Collaborate with internal partners to resolve complex client requests
Conduct proactive outbound calls to communicate resolutions or gather information
Required Qualifications
Series 7 required
Series 63 or ability to obtain within 90 days
2-3 years of previous financial services experience
Preferred Qualifications
Broad based knowledge of general financial planning concepts
Proven customer service and problem resolution skills
Strong verbal and written communication skills
Ability to effectively influence others
Robust time management and organizational skills
Benefits & Perks
Comprehensive health care coverageEmotional well-being supportMarket-leading retirement planGenerous paid time offParental leaveCharitable giving employee match programEducational assistance including student loan repayment and tuition reimbursement