High Net Worth Service Associate – Greater New Jersey Area
Fidelity Investments
Wayne, NJ
4 days ago
$46,000 - $75,000
Job Description
Join Fidelity Investments as a High Net Worth Service Associate to build relationships with high-net-worth clients, providing exceptional service and investment guidance. Enjoy a competitive salary and robust benefits while working in a supportive remote environment.
Key Responsibilities
Engaging with customers via inbound calls
Processing customer requests including trades and specialized monetary requests
Required Qualifications
Series 7 required
2-3 years of previous experience in financial services
Strong technological savvy
Preferred Qualifications
Series 63 preferred (paid training & support provided)
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