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<h3>Job Description:</h3>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: Fairlawn, Westlake, WoodmereAs a High Net Worth Representative, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.The Team While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.The Expertise You Have<ul><li>Series 7 required</li><li>Series 63 or ability to obtain within 90 days</li><li>2-3 years of previous financial services experience</li></ul>The Skills You Bring<ul><li>Broad based knowledge and understanding of general financial planning concepts</li><li>Proven customer service, client support and problem resolution skills</li><li>Strong verbal and written communication skills</li><li>Ability to effectively influence others</li><li>Robust time management and organizational skills</li></ul>The Value You Deliver<ul><li>Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service, Relationship Management, SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Fidelity Investments

High Net Worth Service Associate - Greater Cleveland, OH Area

<h3>Job Description:</h3>To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: ColumbusAs a High Net Worth Representative, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities.The Team While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition.The Expertise You Have<ul><li>Series 7 required</li><li>Series 63 or ability to obtain within 90 days</li><li>2-3 years of previous financial services experience</li></ul>The Skills You Bring<ul><li>Broad based knowledge and understanding of general financial planning concepts</li><li>Proven customer service, client support and problem resolution skills</li><li>Strong verbal and written communication skills</li><li>Ability to effectively influence others</li><li>Robust time management and organizational skills</li></ul>The Value You Deliver<ul><li>Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests</li></ul><h3>Certifications:</h3>Series 07 - FINRA, Series 63 - FINRA<h3>Category:</h3>Customer Service, Relationship Management, SalesFidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

High Net Worth Service Associate - Greater Columbus, OH Area

ABOUT US AND ABOUT YOU<ul><li>We are motivated first and foremost by helping our clients succeed. Every team member in the C3 practice is laser-focused on providing exceptionally responsive and high-quality client experiences.</li><li>We don’t do cookie-cutter – we thrive on developing creative, customized solutions. We also don’t do boring.</li><li>We’re committed to giving you the time, flexibility, and autonomy to do the best work of your career.</li><li>You’ll be joining us at an exciting time in our exponential growth serving mission-based clients furthering social justice and other cause areas.</li><li>While part of a team, you’ll work autonomously for the most part and we trust you to get work done when/where you can be productive. We are committed to a remote, agile workforce.</li><li>You value equity, you model inclusivity and bring diversity of thought and experience to our team and the firm.</li></ul>PRIMARY DUTIES AND RESPONSIBILITIESAs a Consultant in the C3 Practice at SullivanCotter, you will enthusiastically:<ul><li>Conduct compensation analyses and position benchmarking for executives and/or staff, design and assist in evaluating total compensation programs.</li><li>Assist with managing complex projects within established budgets and regularly monitoring the success of the client experience.</li><li>Draft prospective client proposals, comprehensive work plans, presentations and reports to address client needs.</li><li>Assist in the development of junior associates, and review their work for technical accuracy, quality, completeness and timeliness.</li><li>Develop subject matter expertise, proactively sharing knowledge, use of tools, processes and methodologies established by the firm and effectively guiding junior associates in more complex research, data collection and analytics.</li><li>Participate in team productivity by prioritizing work and demonstrating effective delegation of project tasks, as appropriate, to analysts and senior analysts based on skill sets, efficiency, available time and project deadlines.</li><li>Work to keep the client relationship manager apprised of project status, including delays or potential problems, holding yourself and team members accountable for client deadlines and deliverables.</li><li>Participate in client meetings and anticipating client needs and questions.</li><li>Develop and implement tools, work product templates, processes and methodologies that will improve productivity and quality.</li><li>Actively participate in workflow and client delivery meetings with a spirit of collaboration.</li><li>Assist and lead special projects in pursuit of practice development and growth. &nbsp;</li></ul>EDUCATION AND EXPERIENCE REQUIREMENTSWe find people who generally fit this profile have a high degree of success in this role:&nbsp;<ul><li>Bachelor’s degree.</li><li>Five or more years of either executive and/or staff compensation consulting experience or seven years or more of related compensation analytical experience, involving data evaluation, financial modeling and presentation design.</li><li>Solid technical knowledge and experience working with Excel, Word and PowerPoint.</li><li>Passion serving organizations making the world a better place; past experience working with these clients is a plus.</li><li>Proficient skills in problem solving and critical thinking, including the ability to:</li><li>Recognize patterns in complex sets of data and develop practical models.</li><li>Analyze and interpret data using basic and advanced modeling techniques.</li><li>Anticipate challenges, identify alternate solutions, and drive the removal of obstacles impeding project/team progress.</li><li>Excellent people and articulation skills, including the ability to:</li><li>Foster an open and effective channel of communication with clients and across teams and provide constructive feedback that helps junior associates develop skills and experiences.</li><li>Effectively present facts, analysis, and conclusions/solutions in a way that demonstrates command of content; factors in perspectives and interests of the audience.</li><li>Write concise project communications, documents, and presentations with appropriate level of technical detail and complexity.</li><li>Excellent project management, organizational skills, and ability to manage and execute tasks in a high-pressure, fast-paced and priority-changing environment.</li></ul>BEHAVIORAL ATTRIBUTESYou will be at your best in this role when you:<ul><li>Exhibit high levels of enthusiasm and passion for serving the C3 sector and appreciate the mission-based work of our clients.</li><li>Proactively cultivate a diverse, inclusive and equitable workforce.</li><li>Exude strong professional presence and demeanor.</li><li>Self-start and successfully assist with complex project deliverables in a very driven and evolving organization.</li><li>Commit to the criticality of attention to detail and appreciation for visual communication of ideas.</li><li>Work effectively with ambiguity.</li><li>Willingly contribute to project success regardless of type of task (i.e., “roll up the sleeves approach” to teamwork).</li><li>Demonstrate selfless collaboration.</li><li>Are intellectually curious; proactively demonstrate a passion for continuous learning, and a desire for diversity in thought, experience and ideas.</li><li>Commit to delivering work on time with the highest level of quality.</li><li>Self-reflect and actively participate in your own development, as well as the development of others.</li><li>Communicate openly and directly with team members.</li><li>Have a sense of humor and be yourself. &nbsp;</li></ul>BENEFITS AND PERKS<ul><li>Competitive total compensation package</li><li>Medical and dental coverage at no premium cost for employees</li><li>401(k) and profit-sharing retirement plans</li><li>Flexible spending accounts</li><li>Generous paid time off (PTO)</li><li>Company-paid holidays</li><li>Gender-neutral parental leave</li><li>Bereavement and pet leave</li><li>Continuing education and professional accreditation sponsorship</li><li>Life and AD&amp;D insurance</li><li>Short- and long-term disability</li><li>Employee assistance program</li><li>Mental health support program</li><li>Additional perks</li></ul>Below is the base salary range offered for this position. Actual salaries may vary depending on factors including, but not limited to, academic achievements, skills and experience. The range listed is just one component of the compensation package offered to candidates.$91,400 - &nbsp;$137,000 annually&nbsp;Qualified applicants will be afforded equal employment opportunities without discrimination because of race, creed, color, national origin, sex, age, disability or marital status.

13 Project Management / Professional Services Jobs in Ohio