Senior Wealth Associate (bilingual)
Core
Provide advanced operational and client-service support to Wealth Advisors and clients, acting as a subject-matter resource for complex requests and high-impact service.
Role type
Senior Wealth Associate (Wealth Management Operations)
Builds
Client relationships, investment portfolios, and operational workflows for Fidelity Wealth Advisors
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Wealth management operations, investment products knowledge, securities regulations (KYC/AML), CRM management, trade execution support, financial planning support, pipeline management, process improvement
Preferred skills
Financial planning experience, Salesforce proficiency, portfolio management tools, CFA/CIM/CFP/PFP designations
Technologies
Salesforce, portfolio management tools
Responsibilities
Deliver superior client experience assisting clients and advisors with day-to-day requests, Support Wealth Advisors in managing and servicing client relationships, Prepare and participate in client meetings as required, Manage escalations by assessing issues and driving timely resolution, Conduct outbound calls to identify and qualify new client opportunities, Execute trades in line with client risk profiles, Own and track the end-to-end client journey including account opening and transfers, Mentor and train Junior Wealth Associates and Onboarding Specialists
Seniority
Senior, hands-on IC