High Net Worth Service Associate - Greater Houston, TX Area

Fidelity Investments • The Woodlands, TX

325d

About The Position

As a High Net Worth Representative, you will be an integral part of a fast-paced, team-oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities. The Team embodies core values that have been instrumental in building our proud past, including putting the customer first, respect, integrity, honesty, innovation and improvement, as well as competitiveness. These values set us apart from our competition.

Requirements

• Series 7 required
• Series 63 or ability to obtain within 90 days
• 2-3 years of previous financial services experience

Nice To Haves

• Broad based knowledge and understanding of general financial planning concepts
• Proven customer service, client support and problem resolution skills
• Strong verbal and written communication skills
• Ability to effectively influence others
• Robust time management and organizational skills

Responsibilities

• Engage with customers via inbound calls, responding to their inquiries which may include providing product and service level guidance.
• Process transactions to include options, equities, mutual funds, and fixed income trades and other specialized monetary requests.

Benefits

• Hybrid working model that blends onsite and offsite work experiences
• Diverse and inclusive workplace
• Commitment to creating and nurturing a work environment that attracts the best talent

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level