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High Net Worth Service Associate - Greater Portland, OR Area

Remote: 
Full Remote
Contract: 
Full time
Work from: 
Oregon (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., Ability to manage multiple tasks and prioritize effectively..

Key responsibilities:

  • Assist high net worth clients with their financial needs and inquiries.
  • Coordinate with financial advisors to ensure client satisfaction.
  • Prepare and maintain client documentation and reports.
  • Participate in client meetings and provide support as needed.

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Fidelity Investments
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