Customer Relationship Development Expert

3 days ago


Westlake, Ohio, United States Fidelity TalentSource LLC Full time

About the Role

Fidelity Investments, a leading provider of financial services, is seeking a skilled Customer Relationship Development Expert to join its team in Westlake, TX. This exciting opportunity offers a chance to grow your career while making a meaningful impact on customers' lives.

Job Description

In this role, you will be responsible for providing exceptional customer service, resolving complex issues, and developing strong relationships with clients. You will work closely with our team to identify opportunities for growth and implement strategies to achieve business objectives.

Responsibilities

  • Provide top-notch customer support via phone and other channels
  • Analyze client needs and develop tailored solutions
  • Collaborate with cross-functional teams to drive business results
  • Stay up-to-date with industry trends and regulatory changes
  • Maintain accurate records and reports

Requirements

To succeed in this role, you will need:

  • A strong understanding of the financial services industry
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment
  • Basic knowledge of software applications and technology
  • Demonstrated problem-solving and analytical skills

What We Offer

We offer a competitive salary range of $65,000 - $85,000 per year, depending on experience. Our benefits package includes:

  • Health, dental, and vision insurance
  • 401(k) matching program
  • Tuition reimbursement and student loan assistance
  • Paid time off and holidays
  • Opportunities for professional growth and development

Certifications and Education

This role requires a high school diploma or equivalent and relevant certifications such as FINRA Series 7 and Series 63 licenses. If you are passionate about delivering exceptional customer experiences and have a desire to grow your career, we encourage you to apply.



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