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Relationship Manager

2 months ago

Germantown, Tennessee, United States Fidelity TalentSource LLC Full time
About the Role

Fidelity TalentSource LLC is seeking a skilled Relationship Manager to join our team. As a key member of our organization, you will be responsible for fostering strong relationships with our clients and identifying opportunities to deepen their engagement with our services.

Key Responsibilities
  • Client Relationship Building: Develop and maintain strong relationships with our clients, understanding their financial goals and objectives.
  • Business Development: Identify opportunities to expand our services to existing clients and develop strategies to increase client engagement.
  • Communication: Provide exceptional communication and customer service to our clients, ensuring their needs are met and exceeded.
  • Team Collaboration: Work closely with our team to ensure seamless delivery of services and achieve business objectives.
Requirements
  • FINRA Licenses: Possess FINRA Series 7 & 63 licenses, with Series 65 or 66 licenses and appropriate state registrations.
  • Financial Services Experience: 1-3 years of experience in financial services, with a focus on providing exceptional customer experience.
  • Planning and Knowledge: Possess planning experience and knowledge of financial markets and products.
  • Strong Social Skills: Demonstrate strong social skills and the ability to deliver highly personalized service to each client.
  • Dynamic Environment: Thrive in a dynamic, deadline-driven, and detailed compliance environment.
What We Offer
  • Competitive Compensation: A competitive total rewards package, including a stable base salary.
  • Training and Development: Opportunities for training and development to enhance your skills and knowledge.
  • Collaborative Environment: A collaborative and supportive work environment that fosters growth and success.
About Fidelity TalentSource LLC

Fidelity TalentSource LLC is a leading provider of financial services, dedicated to strengthening the financial well-being of our clients. We offer a range of services, including investment and planning solutions, to help individuals and organizations achieve their financial goals.