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Client Relationship Specialist
2 months ago
Position Overview:
As a Client Relationship Specialist, you will play a crucial role in nurturing connections with Fidelity's esteemed clientele. Your commitment to transparency and ethical practices will foster client loyalty and engagement, paving the way for enduring partnerships. You will acquire the skills necessary to manage a portfolio of clients and effectively promote services to uncover sales prospects. Your contributions will be evident in the business outcomes and the rewarding interactions you will have with clients on a daily basis.
Key Qualifications:
- A college degree is preferred but not mandatory
- 1-3 years of experience in financial services with a focus on customer relations
- Background in sales along with a solid understanding of financial markets and products
- Exceptional interpersonal skills with the ability to provide tailored service to each client
- Ability to excel in a compliance-oriented, fast-paced, and deadline-sensitive environment
- Creative problem-solving skills and confidence in decision-making
- Current and valid Series 7 and Series 63 licenses
- Willingness to obtain a Series 65 license within 90 days of employment
Role Responsibilities:
The Client Relationship Specialist is integral to the branch team, responsible for managing client relationships and identifying sales opportunities. You will ensure that Financial Consultants are organized and that daily tasks are executed with the client's interests as the priority.
Essential Skills:
- Ability to generate targeted meetings that enhance client engagement
- Providing exceptional service and memorable experiences for clients
- Sales-oriented with a strong grasp of financial planning
- Renowned for excellent verbal and written communication skills
- Dedicated to advocating for clients' best interests
- Professional demeanor with communication styles suited for high-net-worth clients
Value Proposition:
- Critical to Fidelity's client relationship strategy
- Strengthening client relationships through long-term mentorship
- Collaborating with the broader Client Relationship team across the organization
- Responsible for the strategy of client outreach
- Fostering meaningful, lasting relationships with clients
Impact on the Organization:
Fidelity Investments is dedicated to providing an unparalleled customer experience in the financial services sector. We assist millions in saving and investing through personal investment accounts and workplace savings plans. Our associates cultivate long-term relationships with clients, guiding them through our comprehensive suite of investment products and services, including personalized investment advice, wealth management, retirement planning, income strategies, and educational savings solutions, as well as integrated employee benefits offerings.
Certifications Required:
Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA
Company Overview
Fidelity Investments is a privately held firm committed to enhancing the financial well-being of our clients. We empower individuals to invest and plan for their futures. We support organizations in providing benefits to their employees and offer institutions and independent advisors investment and technology solutions to manage their clients' assets.
Company Values
At Fidelity, we prioritize integrity, transparency, and the safety of our associates and clients within a highly regulated environment. We are an equal opportunity employer and are committed to fostering a diverse workforce that promotes inclusion and belonging.
