High Net Worth Service Associate - Greater Phoenix, AZ Area
Fidelity Investments
Scottsdale, AZ
4 days ago
Job Description
Join Fidelity Investments as a High Net Worth Service Associate in a remote role where you will enhance relationships with high-net-worth clients. You'll engage with customers, process complex financial requests, and drive business development opportunities, all while benefiting from a supportive work environment.
Key Responsibilities
Engaging with customers via inbound calls
Processing customer requests including trades and monetary requests
Enhancing relationships with high-net-worth clients
Required Qualifications
Series 7 required
2-3 years of previous experience in financial services
Strong technological savvy
Preferred Qualifications
Series 63 preferred
Benefits & Perks
Competitive total rewards packageStable base salarySupport for work-life balance