Client Relationship Specialist
7 days ago
The Client Relationship Specialist is a pivotal role within the Fidelity Investments branch team 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 the daily work is carried with the client's needs top of mind
- Deepen client relationships through long-term mentorship
- Collaborate with the Relationship Manager team company-wide
- Be responsible for the client contact strategy
- Build long-lasting, meaningful relationships with clients
- 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 in 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 find success in a dynamic, deadline-driven, and detailed compliance environment
- Ability to think creatively and be comfortable making decisions with the support of your team
- Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
- 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 wide range of benefits to meet your evolving needs and help you live your best life at work and at home
The base salary range for this position is $57,000 - $80,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
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Client Relationship Specialist
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Client Relationship Manager
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Client Relationship Manager
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Client Relations Specialist
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Client Engagement Specialist
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