Client Success Specialist

4 days ago


Broomfield, Colorado, United States Fidelity Investments Full time

About the Role

Fidelity Investments seeks a Client Success Specialist to join our team. As a Client Success Specialist, you will be responsible for delivering exceptional client experiences and driving business growth.

Job Responsibilities

  • Client Engagement: Build and maintain strong relationships with clients, providing expert guidance on financial matters.
  • Business Development: Identify new business opportunities and develop strategic partnerships to drive revenue growth.
  • Stakeholder Management: Manage stakeholder relationships, ensuring effective communication and collaboration.

What We Offer

A competitive salary range of $45,000 - $75,000 per year, depending on experience and qualifications. This includes a base salary, bonus potential, and a comprehensive benefits package that supports your well-being and career development.

Requirements

  • Strong Communication Skills: Effective communication and presentation skills to convey complex financial information.
  • FINRA Licenses: Series 7 and 66 licenses required within a specified timeframe.
  • Bachelor's Degree: A bachelor's degree in finance, business administration, or a related field.

Benefits and Perks

Fidelity offers a wide range of benefits to support your physical and emotional well-being, including comprehensive health coverage, retirement plans, paid time off, and educational assistance programs.

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