Veritude Job - 30390816 | CareerArc
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Company: Veritude
Location: Palm Desert, CA
Career Level: Associate
Industries: financial services


Veritude is looking for a Financial Representative at Fidelity Investments, located in Palm Desert, CA .

Position Description

This position is an entry level opportunity that is ideal for a professional with sales and personal financial planning as their career goal. The optimum candidate will have some sales and customer service/banking experience with a bachelor's degree in Business, Economics or Finance.

Primary Responsibilities

  • Act as first point of contact in branch and provide exceptional service
  • Drive customer experience to high levels of satisfaction by adhering to the customer first principles
  • Introduce prospects to the full array of Fidelity products and services
  • Provide Fidelity customers with account information
  • Listen for opportunities to engage the customers in additional business and guide or advise the client or prospect on how Fidelity can be of service
  • Use on-line resources to capture and provide appropriate customer data
  • Facilitate timely, accurate and efficient mutual fund and equity transactions
  • Work with all branch employees as a member of the team
  • Transaction Processing: Set up, input and enter data to the brokerage and shareholder systems which includes all account maintenance
  • Outgoing customer mail, outgoing internal mail, incoming mail, imaging customer paperwork, shredding confidential paper and filing paperwork
  • Facilitate point of contact resolution of priority requests and customer problems
  • Serve as quality control point to ascertain that all paperwork, policy and procedures for customer requests have been adhered to in accordance with all compliance requirements
  • Customer literature inventory management, office supplies Inventory Management
  • Seminar Preparation
  • Work closely with manager and licensed representatives to keep them updated on progress and resolution of client issues/requests

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