High Net Worth Service Associate - Greater Richmond, VA Area
Fidelity Investments•Glen Allen, VA
313d•Hybrid
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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. You will engage with customers, via inbound calls, responding to their inquiries which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests.
