Full-Time

High Net Worth Service Associate

Confirmed live in the last 24 hours

Fidelity Investments

Fidelity Investments

10,001+ employees

Investment management and financial services provider

Compensation Overview

$46k - $75k/yr

+ Bonus + Variable Compensation

Mid

Company Historically Provides H1B Sponsorship

Seattle, WA, USA + 4 more

More locations: Redmond, WA, USA | Tukwila, WA, USA | Lynnwood, WA, USA | Bellevue, WA, USA

Candidates must reside within a 90-mile radius of the approved branch sites.

Category
Customer Success Management
Sales & Account Management
Required Skills
Fixed Income Securities
Requirements
  • Series 7 required
  • Series 63 or ability to obtain within 90 days
  • 2-3 years of previous financial services experience
Responsibilities
  • Engage with customers via inbound calls
  • Respond to customer inquiries
  • Provide product and service level guidance
  • Process transactions including options, equities, mutual funds, and fixed income trades
  • Handle specialized monetary requests
Desired Qualifications
  • 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 skills

Fidelity Investments offers a range of financial services and tools designed to help individuals manage their investments and stay informed about the markets. Their products include mobile applications and widgets that provide real-time market quotes, news, and trading tools. For example, the Fidelity Market Monitor for Glass delivers daily market quotes directly to Google Glass, while the Fidelity app for Windows Phone 8 allows users to access market news and trading features on their mobile devices. Additionally, Fidelity provides tools like the Watch List Visualization for iPad, which helps users track stock price changes over time using a heatmap. What sets Fidelity apart from its competitors is its focus on integrating new technologies and user-friendly interfaces to enhance the investment experience. The company's goal is to empower users with the information and tools they need to make informed investment decisions.

Company Size

10,001+

Company Stage

Debt Financing

Total Funding

$124B

Headquarters

Boston, Massachusetts

Founded

1946

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased wearable tech adoption could boost engagement with Fidelity's Market Monitor for Glass.
  • Growing mobile trading app popularity aligns with Fidelity's offerings, potentially increasing market share.
  • Partnership with Kaiser Permanente may expand Fidelity's client base in retirement services.

What critics are saying

  • Rapid AI advancements may outpace Fidelity's current tech offerings, reducing competitiveness.
  • Celestial AI's advanced infrastructure could challenge Fidelity's tech capabilities.
  • Talent retention issues may arise, as seen with Gita Bal's departure to Aviva Investors.

What makes Fidelity Investments unique

  • Fidelity offers innovative products like Market Monitor for Glass and Windows Phone 8 app.
  • Fidelity's Watch List Visualization provides tailored investment insights for iPad users.
  • Fidelity Labs drives innovation with early test pilots like Open Limit Order Visualization.

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Benefits

Health Insurance

Mental Health Support

Hybrid Work Options

401(k) Retirement Plan

401(k) Company Match

Unlimited Paid Time Off

Parental Leave

Student Loan Assistance

Tuition Reimbursement

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