Senior Financial Service Representative

Company: Fidelity Investments
Location: Englewood
Posted on: May 4, 2021

Job Description:

Job Description: Job Description This role requires the Series 7 License in order to be considered. If you do not have a Series 7, please search for Workplace Planning Associate or Customer Relationship Advocate positions to learn more about starting a career in Financial Services."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 InvestmentsAs 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 HaveSeries 7 requiredSeries 63 or ability to obtain within 90 days2-3 years of previous financial services experience The Skills You BringBroad based knowledge and understanding of general financial planning conceptsProven customer service, client support and problem resolution skillsStrong verbal and written communication skillsAbility to effectively influence othersRobust time management and organizational skills The Value You DeliverEngage 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 requestsDeliver efficient and responsive resolution for various client situations. Own the management of the case, research the issue and communicate the solution to the clientUncover 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 clientCollaborate with internal business partners to research and resolve complex client requestsConduct pro-active outbound calls to communicate resolution to the client or secure additional information to close out the request 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 unique perspectives and experiences. Fidelity Investments is an equal opportunity employer. Certifications: Series 07 - FINRA, Series 63 - FINRA Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at or 800-835-5099, prompt 2, option 2 if you would like to request an accommodation.

Keywords: Fidelity Investments, Denver , Senior Financial Service Representative, Accounting, Auditing , Englewood, Colorado