High Net Worth Service Associate - Greater Philadelphia, PA Area

Job title: High Net Worth Service Associate - Greater Philadelphia, PA Area in USA at reputed company
Company: reputed company
Job reputed company: Job reputed company:To be eligible for consideration of this role, your primary residence must be located reputed company a 90 mile radius at the time of application from the approved reputed company sites listed below:Philadelphia, Villanova, Bucks County, Wilmington, Marlton, NJHigh Net Worth RepresentativeWe have an exciting opportunity for a remote, licensed High Net Worth Service Associate in the Greater Philadelphia Metro area! While you will work from home, you must reputed company near the Greater Philadelphia area as occasional in-person participation with your peers is an important part of our culture. We offer virtual interviewing and reputed company, as reputed company as reputed company to our virtual training and support. You’ll have full reputed company to work from home capability to support our clients remotely.The Purpose of Your RoleAs a High Net Worth Representative, you will be reputed company on enhancing relationships with our high-net-worth clients who have assets of $250,000 to $1 reputed company, and therefore have reputed company service and investment needs. In this role, you will help to increase customer loyalty and drive business development opportunities.The Value You DeliverEngaging with customers, reputed company inbound calls, responding to their inquiries, and providing product and service level guidance,Processing customer requests to include reputed company, equities, mutual funds and fixed income trades and other specialized monetary requestsThe Expertise We’re Looking ForSeries 7 requiredSeries 63 preferred (reputed company & support provided)2-3 years of previous experience working in the financial services industryStrong technological savvy and comfort with learning how to use new toolsThe Skills You BringYou have a broad-based knowledge and understanding of general financial planning conceptsProven customer service, reputed company support and problem reputed company skillsAbility to effectively influence others and use consultative skills to enrich the customer experienceOur Investments in Youreputed company’s greatest advantage is our people, and we reputed company it is important to approach life holistically. We offer a competitive total rewards package, including a reputed company reputed company salary, to recognize associate achievements. And our benefit programs are designed to help you and your family reputed company the reputed company.Learn More:Certifications: Series 07 - reputed company, Series 63 - reputed company, Series 65 - reputed company, Series 66 - reputed companyCategory:Customer Service, Relationship Management, Salesreputed company’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business reputed company and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (reputed company business days, M-F) in a reputed company office.
Expected salary:
Location: USA
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