High Net Worth - RCS Locations
High Net Worth - RCS Locations
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
$ 46000 - 75000
1 Vacancy
Job Description
Job Description:
To be eligible for consideration of this role your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites
As a High Net Worth Representative you will be an integral part of a fastpaced team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250000 to $1 million and therefore a complex service and investment need this role you will help us to increase customer loyalty and drive business development opportunities.
The Team
While every Fidelity location has distinctive regional characteristics each one embodies the core values that have been instrumental in building our proud past.Putting the customer first respect integrity honesty innovation and improvement as well as competitiveness are values shared across the organization.These simple but powerful values set us apart from our competition.
The Expertise You Have
Series 7 required
Series 63 or ability to obtain within 90 days
23 years of previous financial services experience
The Skills You Bring
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
The Value You Deliver
Engage with customers via inbound calls responding to their inquires 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
Deliver efficient and responsive resolution for various client situations.Own the management of the case research the issue and communicate the solution to the client
Uncover opportunities and identify products and services that will enhance the clients financial success and partner with the Financial Consultant to further discuss with the client
Collaborate with internal business partners to research and resolve complex client requests
Conduct proactive outbound calls to communicate resolution to the client or secure additional information to close out the request
Placement in the range will vary based on job responsibilities and scope geographic location candidates relevant experience and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements the offer package may also include bonus or other variable compensation.
Certifications:
Category:
Customer ServiceEmployment Type
Full-Time
