Wealth Management Team - Service Specialist - Greater Richmond, VA Area
Company: Fidelity Investments
Location: Richmond
Posted on: January 27, 2023
Job Description:
Job Description: Service Specialist - Wealth Management Team We
have an exciting opportunity for a remote, licensed Wealth
Management Team Service Specialist in the Greater Richmond, VA
Metro area! While you will work from home, you must reside near the
Greater Richmond, Virginia 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 our
virtual training and support. You'll have full access to work from
home capability to support our clients remotely. The Wealth
Management team provides customized , comprehensive financial
planning solutions , ongoing investment management and the highest
level of service to Fidelity's High Net Worth clients . A s a key
player on the team, you will support an advisory practice to
deliver exceptional service and relationship experience through
responsiveness, proactivity, and outstanding service execution. The
Purpose of Your Role Y ou will provide exceptional support t o a
book of clients through frequent communication and collaboration
with the advisory team and key business partners. By building
strong relationships and applying effective practice management
techniques, you will deliver complex wealth management service to
your clients. The Value You Deliver
- Through calls, chat and emails you will support the advisory
team and their book of clients, taking responsibility for complex
case management and proactive client outreach
- Delivering customized service to clients seeking a personalized
, high-touch relationship
- You deliver the best c lient experience in the financial
services industry by efficiently and accurately resolving issues
and taking ownership to solve complex situations The Skills You
Bring
- Extensive experience working with Account Management, Money
Movement and Transfers of Assets requests
- S trong communication and organizational skills to prioritize
decisions in a fast - moving environment
- Creative problem resolution skills with an ability to balance
risk and the c lient experience
- Capability to take ownership of complex situations that result
in positive outcomes for c lient s
- E xperience in a team environment that fosters culture of peer
- to - peer coaching, collaboration, and recognition The Expertise
You Have
- Series 7 required
- Series 63 or ability to obtain upon hire
- 3-5 years of previous financial services experience Our
Investments in You Fidelity's greatest advantage is our people, and
we believe it is important to approach life holistically. We offer
a competitive total rewards package, including a stable base
salary, to recognize associate achievements. And our benefit
programs are designed to help you and your family strike the right
balance. Certifications: Series 07 - FINRA, Series 63 - FINRA
Company OverviewFidelity Investments is a privately held company
with a mission 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 UsAt 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. Honored with a
Glassdoor Employees' Choice Award , we have been recognized by our
employees as a Best Place to Work in 2022. And you don't need a
finance background to succeed at Fidelity-we offer a range of
opportunities for learning so you can build the career you've
always imagined.At Fidelity, our goal is for most people to work
flexibly in a way that balances both personal and business needs
with time onsite and offsite through what we're calling " Dynamic
Working ."We invite you to Find Your Fidelity at .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 Accommodation Team by sending an email to , or by
calling , prompt 2, option 3.
Keywords: Fidelity Investments, Richmond , Wealth Management Team - Service Specialist - Greater Richmond, VA Area, Executive , Richmond, Virginia
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