Advanced Service and Trading Representative
Company: Fidelity Investments
Location: Salt Lake City
Posted on: April 10, 2021
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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*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
continuously strive for a *diverse and inclusive* workplace where
we *respect* and *value *our associates for their unique
perspectives and experiences. 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. 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](mailto:...@fmr.com), or by calling 800-###-####, prompt
2, option 2. Associated topics: collection analyst, loan, loan
servicing officer, loan underwriter, mortgage loan originator,
mortgage officer, mortgage originator, personal banker iii,
relationship, representative
Keywords: Fidelity Investments, Salt Lake City , Advanced Service and Trading Representative, Sales , Salt Lake City, Utah
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