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Advanced Service and Trading Representative (Mount Airy)

Company: Fidelity Investments
Location: Mount Airy
Posted on: May 6, 2021

Job Description:

Job Description: We have a new and exciting opportunity for a Remote Licensed High Net Worth Service Associate in the Greater Charlotte area! The position is fully remote and requires you reside in the Greater Charlotte, North Carolina area. We offer virtual interviewing and on boarding, as well as access to our virtual training and support. Full access to work from home capabilities to support our clients remotely. 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 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 2-3 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 client's 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 pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request Certifications: Series 07 - FINRA, Series 63 - FINRA We welcome those with experience in jobs such as Department Supervisor, Retail Salesperson, and Sales Floor and others in the Retail to apply. Associated topics: banker, banking product, loan, loan review, loan underwriter, mortgage loan originator, mortgage servicing officer, personal banker i, relationship, representative

Keywords: Fidelity Investments, Winston-Salem , Advanced Service and Trading Representative (Mount Airy), Sales , Mount Airy, North Carolina

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