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Wealth Management Client Service Associate at Fidelity - ApplyBlast

Wealth Management Client Service Associate

Fidelity

8 days ago

4.4 on Glassdoor

Campbell, California, United States

Onsite

Full Time

Medior

0 applicants

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About this role

This role partners with Advisors to deliver a highly personalized experience for Fidelity's sophisticated and high-net-worth clients through proactive outreach, inbound support, and ongoing relationship management. The position involves addressing complex client needs across brokerage, investment, and retirement planning while supporting the execution of client strategies through structured contact plans and reviews. By maintaining regular communication and understanding evolving client needs, the role identifies opportunities for asset consolidation and enhanced engagement to ensure long-term client success.

Responsibilities

Deliver personalized wealth management experience for high-net-worth clients
Address client needs including brokerage inquiries and investment planning
Support execution of client strategies through structured contact plans and reviews

Skills

Qualifications

Series 7Series 66

About Fidelity

fidelity.com

Headquarters

Boston, Massachusetts, United States

Company Size

10001+ employees

Founded

1946

View Profile

Fidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.