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Account Manager

1 month ago

Smithfield, Rhode Island, United States Fidelity Investments Full time
Job Title: Account Executive

Are you passionate about delivering exceptional client service and building strong relationships with institutional clients? Do you have a strong understanding of the financial services industry and a proven track record of success in a client-facing role? We are seeking a highly motivated and experienced Account Executive to join our team at Fidelity Institutional.

About the Role:

The Account Executive will be responsible for managing a portfolio of institutional clients, providing exceptional service and support to meet their investment needs. This will involve working closely with internal partners to deliver a robust experience for our clients, leveraging our comprehensive set of products and services, innovative investment tools and research, and dedicated client service professionals.

Key Responsibilities:
  • Manage a portfolio of institutional clients, providing exceptional service and support to meet their investment needs.
  • Work closely with internal partners to deliver a robust experience for our clients.
  • Develop and maintain strong relationships with clients, understanding their investment goals and objectives.
  • Provide timely and proactive communication to clients, keeping them informed of market developments and investment opportunities.
  • Collaborate with cross-functional teams to identify and pursue new business opportunities.
Requirements:
  • Bachelor's degree required.
  • 5+ years experience in the financial services industry, with client-facing experience preferred.
  • Strong understanding of the financial services industry and a proven track record of success in a client-facing role.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal partners.
  • Ability to work effectively in a fast-paced environment, with multiple priorities and deadlines.
What We Offer:
  • A competitive salary and bonus structure.
  • A comprehensive benefits package, including medical, dental, and vision insurance.
  • A 401(k) retirement plan with company match.
  • Opportunities for professional growth and development.

We are an equal opportunities employer and welcome applications from diverse candidates. If you are a motivated and experienced professional looking for a new challenge, please submit your application.