Advanced Service and Trading Representative
Company: Fidelity Investments
Location: Englewood
Posted on: April 10, 2021
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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 Investments*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 experienceThe *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 skillsThe *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 requestWe 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 ...@fmr.com or 800-###-####,
prompt 2, option 2 if you would like to request an accommodation.
Associated topics: banking service, banking solution, client,
collection analyst, loan originator, loan review, mortgage loan
officer, mortgage loan originator, mortgage officer, sell
Keywords: Fidelity Investments, Denver , Advanced Service and Trading Representative, Other , Englewood, Colorado
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