Unlock Premium Benefits Today!
🚀 Elevate your career with priority access.
Stand out to top recruiters with Jobgether Priority Access:
  • ✅ Top Match: We help you identify job offers where you're a perfect fit.
  • ✅ Exclusive Referral Service: Connect directly with recruiters as a Jobgether Certified Premium User.
  • ✅ Personalized Feedback: Receive feedback and expert guidance on applications, and have your profile manually reviewed.
Go Premium

High Net Worth Service Associate - Greater Pittsburgh, PA Area

Remote: 
Full Remote
Contract: 
Full time
Work from: 
Pennsylvania (USA)

Offer summary

Qualifications:

Bachelor's degree in finance, business, or related field preferred., Strong interpersonal and communication skills are essential., Experience in client service or financial services is a plus., Proficiency in Microsoft Office Suite and financial software is required..

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.

Fidelity Investments logo
Fidelity Investments
See all jobs

Required profile

Experience

Are you interested?

Related jobs

See more jobs