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High Net Worth Service Associate Greater Sacramento CA Area

Company: Stewart Daily Alerts - Fidelity Investments
Location: Truckee
Posted on: January 13, 2022

Job Description:

High Net Worth Service Associate Greater Sacramento CA Area-Fidelity Investments
Job Description: High Net Worth Representative We have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater Sacramento, CA Metro area While you will work from home, you must reside near the Greater Sacramento, CA area a s occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You'll have full access to work from home capability to support our clients remotely. The Purpose of Your Role As a High Net Worth Representative, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million , and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities. The Value You Deliver Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance, Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests The Expertise We're Looking For Series 7 required Series 63 preferred (paid training & support provided) 2-3 years of previous experience working in the financial services industry Strong technological savvy and comfort with learning how to use new tools The Skills You Bring You have a broad-based knowledge and understanding of gene

Keywords: Stewart Daily Alerts - Fidelity Investments, Reno , High Net Worth Service Associate Greater Sacramento CA Area, Other , Truckee, Nevada

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