Relationship Manager
5 days ago
Job Summary:
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 most valuable clients and identifying opportunities to deepen these relationships.
Key Responsibilities:
- Facilitate setting targeted appointments to improve client engagement
- Provide exceptional client service and support
- Develop and implement strategies to deepen client relationships
- Collaborate with cross-functional teams to achieve business objectives
- Stay up-to-date on industry trends and developments to provide expert advice to clients
Requirements:
- FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
- 1-3 years in financial services with an emphasis in providing an excellent customer experience
- Planning experience and knowledge of financial markets and products
- Strong social skills and the ability to deliver highly personalized service to each client
- Ability to find success in a dynamic, deadline-driven, and detailed compliance environment
- Ability to think creatively and be comfortable making decisions with the support of your team
What We Offer:
- A competitive total rewards package, including a stable base salary and benefits
- Opportunities for professional growth and development
- A collaborative and dynamic work environment
- The chance to work with a leading financial services company
Certifications:
- Series 07 - FINRA
- Series 63 - FINRA
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