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Client Relationship Manager

2 months ago

Santa Barbara, California, United States Fidelity Investments Full time
About the Role

Fidelity Investments is seeking a highly skilled Financial Services Representative to join our team. As a key member of our branch, you will play a vital role in delivering exceptional client experiences and driving business growth.

Key Responsibilities
  • Develop and maintain strong relationships with clients, understanding their financial needs and goals.
  • Provide expert advice and guidance on financial products and services, ensuring clients receive tailored solutions.
  • Identify opportunities to deepen client relationships and drive revenue growth.
  • Collaborate with internal stakeholders to ensure seamless delivery of financial services.
Requirements
  • 2+ years of experience in financial services, customer-facing role, or related field.
  • Strong understanding of financial products and services, including investments, retirement, and wealth management.
  • Excellent communication and interpersonal skills, with ability to build strong relationships with clients and colleagues.
  • Ability to work in a fast-paced environment, prioritizing multiple tasks and deadlines.
What We Offer
  • Competitive base salary range: $45,000 - $75,000 per year.
  • Bonus or variable compensation, depending on eligibility and performance.
  • Comprehensive benefits package, including health care coverage, retirement plans, and paid time off.
  • Ongoing training and development opportunities to enhance your skills and career.