High Net Worth Service Associate - Greater Seattle, WA Area
Fidelity Investments
Redmond, WA
7 days ago
$46,000 - $75,000
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This job listing is no longer available for applications. The position may have been filled or the posting period has ended.
Job Description
Join Fidelity Investments as a High Net Worth Service Associate, where you'll enhance relationships with high net worth clients and drive business development. This role is ideal for those with financial services experience looking to make an impact in a collaborative 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
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 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 retirementGenerous paid time offParental leaveCharitable giving employee match programEducational assistance including student loan repayment and tuition reimbursement