High-Net Worth Associate
Establish a solid foundation for success by providing quality customer service to thousands of retail clients, focusing on resolving challenging financial transaction needs. Harmonize operations by working with retirements, transition services, 401k services, and stock plan services to resolve clients’ issues. Support clients from $250K to millions of dollars through expertise in this high-net-worth position. Create and grow relationships with retail clients. Skilled in providing a uniform, cohesive experience for retail clients in close partnership with Fidelity's business teams. Generate stability by increasing customer loyalty while driving business development opportunities for investment advisors.