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Client Engagement Manager

2 months ago

Highland Park, Illinois, United States Fidelity Investments Full time
About the Role

We are seeking a skilled Relationship Development Specialist to join our team at Fidelity Investments. As a key member of our branch team, 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 Management: Develop and maintain strong relationships with our clients, understanding their financial goals and objectives.
  • Business Development: Identify opportunities to deepen client relationships and increase revenue growth.
  • Team Collaboration: Work closely with our Financial Consultants to ensure seamless delivery of services to our clients.
  • Client Communication: Develop and implement effective communication strategies to engage with clients and promote our services.
Requirements
  • FINRA Licenses: Possess FINRA Series 7 & 63 licenses, with the ability to acquire Series 65 or 66 licenses upon hire.
  • Financial Services Experience: 1-3 years of experience in financial services, with a focus on delivering exceptional customer experiences.
  • Financial Knowledge: Strong understanding of financial markets and products, with experience in planning and financial analysis.
  • Communication Skills: Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
What We Offer
  • Competitive Compensation: A competitive salary and bonus structure, with opportunities for career advancement.
  • Training and Development: Ongoing training and development opportunities to enhance your skills and knowledge.
  • Collaborative Environment: A dynamic and supportive team environment, with opportunities to collaborate with colleagues and contribute to the success of the company.
About Fidelity Investments

Fidelity Investments is a leading financial services company, dedicated to helping our clients achieve their financial goals. We offer a range of services, including investment products, retirement planning, and wealth management. Our team is passionate about delivering exceptional service and building strong relationships with our clients.