Wealth Management Team - Sr Service Specialist - Merrimack NH
Wealth Management Team - Sr Service Specialist - Merrimack NH
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
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Job Description:
Wealth Management TeamService Specialist
TheWealth Management team providescustomizedcomprehensivefinancial planning solutionsongoing investment management andthe highest level of serviceto FidelitysHigh Net Worthclients. As a key player on the team you will support an advisory practicetodeliverexceptionalservice and relationship experience through responsiveness proactivity and outstanding service .
This role can be hired as a job grade 2 or 3 based upon experience.
The Purpose of Your Role
Youwill provideexceptional support to a bookofclients through frequent communication and collaborationwith the advisory team and key business partners.By building strong relationshipsandapplyingeffective practice management techniques you willdeliver complex wealth managementservicetoyour clients.
The Value You Deliver
Through callschatand emailsyou will support the advisory team and their book of clients taking responsibilityfor complex case management and proactive client outreach
Delivering customized service to clients seeking a personalizedhightouch relationship
You deliver the best clientexperience in the financial services industry byefficiently and accuratelyresolving issues and taking ownership to solve complex situations
The Skills You Bring
Extensive experience working with Account Management Money Movement and Transfers of Assets requests
Strongcommunication andorganizationalskillsto prioritize decisions in a fastmoving environment
Creative problem resolution skills with an ability to balance risk and the clientexperience
Capability totake ownership of complex situations that result in positive outcomes for clients
Experience in a team environment that fosters culture of peertopeer coachingcollaborationand recognition
The Expertise You Have
Series 7 required
Series 63 or ability to obtain upon hire
35years of previous financial services experience
Our Investments in You
Fidelitys greatest advantage is our people and we believe it is important to approach life holistically. We offer a competitive total rewards package including a stable base salary to recognize associate achievements. And ourbenefit programsare designed to help you and your family strike the right balance.
Learn More:Dynamic Working
Certifications:
Series 07 FINRA Series 63 FINRACategory:
Customer Service Relationship Management SalesFidelitys hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days MF) in a Fidelity office.
Required Experience:
Senior IC
Employment Type
Full-Time
