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Client Relationship Specialist

2 months ago

Austin, Texas, United States Fidelity TalentSource LLC Full time



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 gain insights into managing a portfolio of clients and effectively promote services to seize sales opportunities. Your contributions will be evident in the business outcomes and the rewarding experiences you create for clients daily.

Key Qualifications:

  • A college degree is preferred but not mandatory
  • 1-3 years of experience in financial services, particularly in customer support
  • Background in sales with a solid understanding of financial markets and products
  • Exceptional interpersonal skills, delivering tailored service to each client
  • Ability to thrive in a compliance-focused, fast-paced environment
  • Creative thinker with a knack for decision-making
  • Current and valid Series 7 and Series 63 licenses
  • Must obtain Series 65 license within 90 days of employment

Role Purpose:

The Client Relationship Specialist is integral to the branch team, managing client interactions and uncovering sales prospects. You will ensure that Financial Consultants are organized and that daily operations prioritize client needs.

Skills You Bring:

  • Ability to drive focused meetings that enhance client engagement
  • Delivering exceptional service and memorable experiences for clients
  • Sales-oriented with a strong foundation in financial planning
  • Renowned for excellent communication skills, both written and verbal
  • Passionate advocate for client interests
  • Professional demeanor with polished communication suitable for high-net-worth clients

Value You Provide:

  • Essential to Fidelity's client relationship strategy
  • Strengthening client connections through long-term mentorship
  • Collaborating with the broader Client Relationship team across the organization
  • Responsible for developing a comprehensive client contact strategy
  • Building meaningful, lasting relationships with clients

Impact of Your Work:

Fidelity Investments is dedicated to providing an unparalleled customer experience in the financial services sector. We assist millions in saving and investing through personal accounts and workplace savings programs. Our associates cultivate long-term relationships with clients, guiding them through our extensive range 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.



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 assist individuals in investing and planning for their futures, support organizations in providing employee benefits, and offer institutions and independent advisors investment and technology solutions to manage their clients' funds.

Work Environment:

At Fidelity, you will discover numerous opportunities to cultivate a meaningful career that positively influences lives, including your own. We provide flexible benefits that support you throughout your career journey, enabling you to excel both professionally and personally. Recognized with a Glassdoor Employees Choice Award, we have been honored as a top workplace. Our hybrid work model combines remote work with in-person collaboration to meet both associate and business needs.

Commitment to Integrity:

At Fidelity, we uphold values of honesty, integrity, and the safety of our associates and clients in a heavily regulated industry. Certain positions may require candidates to undergo a preliminary credit check during the hiring process. Candidates receiving an offer will be subject to a background investigation, which may include a review of criminal, civil litigations, regulatory history, employment, education, and credit history, depending on the role.

Fidelity Investments is an equal opportunity employer, dedicated to fostering a diverse workforce through a culture of inclusion and belonging.

We are committed to accommodating applicants with disabilities who require adjustments to participate in the application or interview process.