Client Engagement Specialist

6 days ago


Magnolia, Texas, United States Fidelity Investments Full time
Job Description
We are seeking an experienced Relationship Manager to join our team at Fidelity Investments. As a key member of our branch team, you will be responsible for fostering client relationships and finding opportunities to deepen their engagement.

About the Role
This is a dynamic and challenging role that requires strong communication and organizational skills. You will work closely with Financial Consultants to ensure daily work is carried out with the client's needs top of mind. Your responsibilities will include facilitating setting targeted appointments, developing long-term mentorship, and building long-lasting, meaningful relationships with clients.

Salary Range
$70,000 - $100,000 per year, depending on experience.

Benefits
Fidelity Investments offers a comprehensive benefits package, including training programs, benefit packages, and a competitive salary range.

Your Responsibilities
• Develop a deep understanding of client needs and preferences
• Collaborate with the Relationship Manager team company-wide
• Identify opportunities to deepen client relationships through targeted appointments and mentorship
• Deliver exceptional customer service to meet client expectations

Requirements
• FINRA Series 7 & 63 licensed, Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
• 2-4 years in financial services with an emphasis on customer experience
• Strong planning experience and knowledge of financial markets and products
• Excellent communication and interpersonal skills
• Ability to work in a fast-paced environment and adapt to changing priorities


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