High Net Worth Service Associate - Greater San Francisco, CA Area
Fidelity Investments
Larkspur, CA
2 days ago
$46,000 - $75,000
Job Description
Join Fidelity Investments as a High Net Worth Service Associate in the Greater San Francisco area. This remote role focuses on supporting high-net-worth clients with complex service and investment needs, enhancing customer loyalty and driving business development opportunities.
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 the financial services industry
Strong technological savvy
Preferred Qualifications
Series 63 preferred
Customer service and client support 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