- Engaging with customers via inbound calls and responding to their inquiries.
- Processing customer requests, including options, equities, and mutual fund trades.
- Enhancing relationships with high-net-worth clients with complex service needs.
1 open remote positions
Fidelity is passionate about making financial expertise broadly accessible and effective in helping people live the lives they want. They are a privately held company that values creating a work environment that attracts top talent and reflects their commitment to their associates.