Client Relationship Specialist

5 days ago


Midlothian, Virginia, United States Fidelity Investments Full time
About the Role

Fidelity Investments is seeking a skilled Client Relationship Specialist to join our team. As a key member of our branch team, you will be responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways.

Key Responsibilities
  • Facilitate setting targeted appointments that improve engagement with clients
  • Keep Financial Consultants organized and ensure daily work is carried out with the client's needs top of mind
  • Collaborate with the Relationship Manager team company-wide to achieve business objectives
  • Develop and implement client contact strategies to build long-lasting, meaningful relationships
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 on 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 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, to recognize associate achievements
  • Training in-branch, regionally, nationally, and virtually to help you with all aspects of your business
  • A hybrid working model that blends the best of both onsite and offsite work experiences


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