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Client Relationship Specialist

2 months ago

Paramus, New Jersey, United States Fidelity Investments Full time

Investment Client Advisor

We are looking for an Investment Client Advisor to become a vital part of our team at Fidelity Investments. In this influential role, you will directly contribute to client satisfaction and the overall success of our branch. Your responsibilities will include engaging with clients, recognizing potential opportunities, and serving as a technology advocate. We provide extensive training and resources to ensure your success in this role.

The Ideal Candidate Will Possess:

  • A background in customer service or finance
  • Excellent interpersonal and organizational abilities
  • Capacity to prioritize and manage tasks effectively
  • A commitment to ongoing learning and development

Why Choose Fidelity Investments:

At Fidelity Investments, we prioritize the growth of our employees. We offer competitive pay, comprehensive benefits, and continuous training opportunities. As an Investment Client Advisor, you will be instrumental in guiding our clients toward achieving their financial aspirations.