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Central Relationship Manager

2 months ago

Atlanta, Georgia, United States Fidelity Investments Full time
About the Role

We are seeking a highly motivated and experienced Central Relationship Manager to join our team at Fidelity Investments. As a Central Relationship Manager, you will play a critical role in building and maintaining strong relationships with our clients, providing them with exceptional service and support.

Key Responsibilities
  • Engage with current and potential clients via phone to build and deepen relationships
  • Work in partnership with our advisor teams to identify opportunities to enhance the client experience
  • Develop and implement strategies to expand and deepen client relationships
  • Collaborate with internal business partners to build long-lasting, meaningful relationships with clients
Requirements
  • 1-3 years of experience in financial services, with a focus on outbound calling
  • Related customer engagement experience desired
  • Series 7 required
  • Series 63 and 65 or Series 66 licensed or ability to acquire upon hire
Skills and Qualifications
  • Confidence in making outbound telephone calls to clients with various asset levels
  • Excellent communication and interpersonal skills with clients, peers, and business partners
  • Ability to succeed in a fast-paced environment
  • Understanding of key economic indicators and interest rates as they impact equity, fixed income products, and the financial markets
What We Offer

Fidelity Investments is a leading financial services company that offers a competitive total rewards package, including a stable base salary, to recognize associate achievements. We also offer a range of benefits to help you and your family strike the right balance.

Certifications

Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA