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High Net Worth Service Associate – Client Solution Center – Covington, KY

Company: Fidelity Investments
Location: Covington
Posted on: July 21, 2021

Job Description:

Job Description:

“Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect.” Abby Johnson | Chairman & CEO Fidelity Investments

If you currently hold a Series 7 license, we would like to speak with you!  Roles are available for hire now and we are seeking individuals ready to make a difference for our customers.

As a Licensed professional in our Client Solution Center, you will be an integral part of a fast-paced, team-oriented environment that is focused on enhancing relationships, handling complex service and investment needs, while working to increase customer loyalty and drive business development opportunities. Providing expertise for all service items, emphasizing “point of service” resolution.  You will own the outcome for the customer and provide a personalized, frictionless experience to effectively resolve the customer need. In this role, you will have the opportunity to help our customers feel more confident, make clearer decisions, and achieve their own financial dreams.

Relocation assistance may be available for those who meet eligibility requirements.

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 66 preferred, 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

  • Take ownership of complex situations that result in positive outcomes for the customer

  • Ability to effectively influence others

  • Robust time management and organizational skills

  • Experience in handling complex trade requests (options, equities, mutual funds and fixed income) helpful, but not required

The Value You Deliver

  • Engage with customers, via inbound calls, responding to their inquires

  • Servicing the full spectrum of customer needs, including account set up, money movement, trading and establishing /updating account features

  • You deliver efficient and responsive resolution for various client situations.  

  • Effectively 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

  • Collaboration with internal business partners to research and resolve complex client requests

  • You have a strong aptitude for embracing new technology and the ability to simultaneously use multiple systems and resources to find the answers you need.

  • You are client obsessed and provide peace of mind and confidence to our participants as you effectively answer their questions and handle their needs

  • Correspond with customers through a number of channels including phone, chat, letters and emails to quickly resolve the request

  • Conduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request

Our Investments in You

We believe it is important to approach life holistically. Fidelity’s greatest advantage is our people so our benefit programs(opens in a new tab) are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:

COVID work policy

Safety is our top priority.  Once we can be together in person with fewer safety measures, this role will move to our dynamic working approach. You'll be spending some of your time onsite depending on the nature and needs of your role.

We believe in being #DifferentTogether. Fidelity’s nine affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences who come together to create a positive, inclusive workplace for all employees. 

 

We continuously strive for a diverse and inclusive workplace where we respect and value our associates for their unrivaled perspectives and experiences. 

Certifications:

Series 07 - FINRA, Series 63 - FINRA



Company Overview

At Fidelity Investments, our customers are at the heart of everything we do. As a privately held company with a rich 75-year history, our mission has remained the same since our founding: to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.


Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning and growth so you can build the career you’ve always imagined. We welcome associates from different backgrounds and with different perspectives to help us innovate and make a difference for our customers and our communities.

We invite you to Find Your Fidelity at fidelitycareers.com.


Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.

Keywords: Fidelity Investments, Covington , High Net Worth Service Associate – Client Solution Center – Covington, KY, Other , Covington, Kentucky

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