Client Relationship Specialist

6 days ago

Carmel, Indiana, United States Fidelity Investments Full time
About the Role

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 the Financial Consultants organized and ensure the daily work is carried with the client's needs top of mind
  • Collaborate with the Relationship Manager team company wide to deepen client relationships through long-term mentorship
  • Be responsible for the client contact strategy and build long-lasting, meaningful relationships with clients
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 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
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 benefit program designed to help you and your family strike the right balance

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