High Net Worth Service Associate - Greater Indianapolis, IN Area
Fidelity Investments
Indianapolis, IN
3 days ago
$50k - $70k
Job Description
Join Fidelity Investments as a High Net Worth Service Associate and play a key role in enhancing relationships with high net worth clients. Utilize your financial expertise to drive customer loyalty and business development opportunities in a dynamic team environment.
Key Responsibilities
Engage with customers via inbound calls
Respond to customer inquiries regarding products and services
Process transactions including options, equities, mutual funds, and fixed income trades
Provide specialized monetary requests
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 and understanding of general financial planning concepts
Proven customer service, client support and problem resolution skills