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High Net Worth Service Associate - Greater Portland, OR Area - Lake Oswego Oregon
Company: Fidelity investments Location: Lake Oswego, Oregon
Posted On: 05/18/2024
Job Description:High Net Worth RepresentativeTo be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: Portland, Vancouver, Beaverton, TigardWe have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater Portland, OR Metro area! While you will work from home, you must reside near the Greater Portland, OR area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. You'll have full access to work from home capability to support our clients remotely. The---Purpose---of Your Role As a High Net Worth Representative, you will be focused on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 million, and therefore have complex service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities. The---Value---You Deliver - Engaging with customers, via inbound calls, responding to their inquiries, and providing product and service level guidance,
- Processing customer requests to include options, equities, mutual funds and fixed income trades and other specialized monetary requests The---Expertise---We're Looking For
- Series 7 required
- Series 63 preferred (paid training & support provided)
- 2-3 years of previous experience working in the financial services industry
- Strong technological savvy and comfort with learning how to use new tools The---Skills---You Bring
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