PhoenixRecruiter Since 2001
the smart solution for Phoenix jobs

Registered Client Service Representative

Company: Fidelity Investments
Location: Phoenix
Posted on: January 14, 2021

Job Description:

Job Description:Fidelity Investments' Racial Equity & Diversity Pledge"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.High Net Worth Representative We have a new and exciting opportunity for a Remote Licensed High Net Worth Service Associate in the Greater Metro-Phoenix area! The position is remote and requires that you reside in the Greater Phoenix Arizona area. We offer virtual interviewing and onboarding, as well as access to our virtual training and support. Full access to work from home capabilities to support our clients remotely.You work hard every day to help Fidelity's customers through some of the most complex and difficult decisions of their lives. Our interactions help customers feel more confident to make better decisions and achieve their own financial dreams. The Expertise We're Looking For * Series 7 required* Series 63 preferred (paid training & support provided)* Ability to work 100% percent remotely* Bilingual in Spanish and English is a plus* 2-3 years of previous experience working in the financial services industry* Entrepreneurial spirit: comfortable working independently, within the infrastructure of a large organization* Strong technological acumen and comfort with learning how to use new tools* Excels in paperless work environment by leveraging technologyThe Purpose of Your RoleAs 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 have complex service and investment needs. In this role, you will help us to increase customer loyalty and drive business development opportunities.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 Skills You Bring* You have abroad based knowledge and understanding of general financial planning concepts* Proven customer service, client support and problem resolution skills* You possess exceptional verbal and written communication skills* Ability to effectively influence others and use consultative skills to enrich the customer experience* Your robust time management and organizational skills?Our Investments in YouWe believe that a holistic approach to life is important. Our benefit programs are designed to help you and your loved ones strike the perfect balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:* Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments* Click here for a story about how we are helping our employee's payback their student loan debtThe 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* Delivering efficient and responsive resolutions for various client situations, researching the issue and communicating the solution to the client* Uncovering opportunities and identifying products and services that will enhance the client's financial success and partner with the Financial Consultants to discuss potential business opportunity leads.* Collaborating with internal business partners to research and resolve complex client requests* Conducting pro-active outbound calls to communicate resolution to the client or secure additional information to close out the requestCompany OverviewAt Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. To do this well, as a privately held company, we place a high degree of value in nurturing a work environment that attracts the best talent and reflects our commitment to be an employer of choice. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unrivaled perspectives and experiences.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 and inclusive workplace for all employees.Fidelity Investments is an equal opportunity employerCertifications:Series 07 - FINRACompany OverviewAt 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.

Keywords: Fidelity Investments, Phoenix , Registered Client Service Representative, Sales , Phoenix, Arizona

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Sales Jobs


English-Spanish Customer Service Representative
Description: Job Description 7971 - Phoenix CEC - 1515 W. 14th Street, Tempe, Arizona, 85281 CarMax,
Company: CarMax
Location: Phoenix
Posted on: 01/19/2021

Sales Associate - Paid Training - Phoenix
Description: Need to earn a minimum of 50,000 a year--- want to earn over 100,000 ------If so - apply today to join our elite award winning inside sales team at DISH Network and be part of the Best Salesforce in (more...)
Company: DISH
Location: Phoenix
Posted on: 01/19/2021

Consumer Loan Sales Specialist Sign On Bonus
Description: PUT YOUR CAREER IN MOTION AS A CONSUMER LOAN SALES SPECIALIST At OneMain, Consumer Loan Sales Specialists empower customers --- listening to their needs and providing access to friendly, fast and affordable (more...)
Company: OneMain Financial
Location: Clarkdale
Posted on: 01/19/2021


Licensed Life Insurance Agent - Exclusive Leads (License Required)
Description: Requirements: br br Have an insurance sales license in ten 10 or more states br High-speed internet, reliable computer, and headset with microphone br History of compliant insurance sales (more...)
Company: Assurance
Location: Surprise
Posted on: 01/19/2021

Licensed Life Insurance Agent - Work From Home (State License Required)
Description: Requirements: br br Have an insurance sales license in ten 10 or more states br High-speed internet, reliable computer, and headset with microphone br History of compliant insurance sales (more...)
Company: Assurance
Location: Sedona
Posted on: 01/19/2021

Sales Associate
Description: In the Role At OneMain, Consumer Loan Sales Associates serve as the initial contact for customers with a variety of financial needs. You will help customers assess and identify the appropriate products (more...)
Company: OneMain Financial
Location: Tolleson
Posted on: 01/19/2021

Outside sales - Route Sales - Mac Tools - Training Provided
Description: Build a Great Career and a Quality Life with Mac Tools. Feel the freedom and independence of working on your own, in a stress free environment - with no one to answer to, except yourself Join the family (more...)
Company: Mac Tools
Location: Youngtown
Posted on: 01/19/2021

Remote Life Insurance Agent - Live Lead Transfer (License Required)
Description: Requirements: br br Have an insurance sales license in ten 10 or more states br High-speed internet, reliable computer, and headset with microphone br History of compliant insurance sales (more...)
Company: Assurance
Location: Sedona
Posted on: 01/19/2021

Bilingual English/Spanish Customer Experience Consultant/Sales-6,500 Sign-On Bonus
Description: Job Description 7971 - Phoenix CEC - 1515 W. 14th Street, Tempe, Arizona, 85281 CarMax,
Company: CarMax
Location: Phoenix
Posted on: 01/19/2021

Licensed Life Insurance Agent - Leads Provided (License Required)
Description: Requirements: br br Have an insurance sales license in ten 10 or more states br High-speed internet, reliable computer, and headset with microphone br History of compliant insurance sales (more...)
Company: Assurance
Location: Surprise
Posted on: 01/19/2021

Log In or Create An Account

Get the latest Arizona jobs by following @recnetAZ on Twitter!

Phoenix RSS job feeds