High Net Worth Service Associate - Greater Tampa, FL Area
Fidelity Investments
Tampa, FL
4 days ago
Job Description
Join Fidelity Investments as a High Net Worth Service Associate, where you'll enhance relationships with high-net-worth clients and support them with their complex service and investment needs. Enjoy the flexibility of remote work while contributing to customer loyalty and business development.
Key Responsibilities
Engaging with customers via inbound calls and responding to inquiries
Processing customer requests for trades and specialized monetary requests
Required Qualifications
Series 7 license
2-3 years of financial services experience
Strong technological savvy
Preferred Qualifications
Series 63 license (paid training & support provided)
Benefits & Perks
Competitive total rewards packageStable base salaryWork-life balance programs