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High Net Worth Service Associate - Greater Tri- State Area

Remote: 
Full Remote
Contract: 
Full time
Work from: 
New York (USA)

Offer summary

Qualifications:

Bachelor's degree in finance, business, or a related field., Strong interpersonal and communication skills., Experience in client service or financial services is preferred., Proficiency in financial software and tools..

Key responsibilities:

  • Assist high net worth clients with their financial needs and inquiries.
  • Prepare and maintain client account documentation and reports.
  • Coordinate meetings and communications between clients and financial advisors.
  • Ensure compliance with regulatory requirements and company policies.

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Fidelity Investments
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