Client Relationship Manager
6 days ago
To succeed as a Financial Representative at Fidelity Investments, you will need to possess excellent communication and interpersonal skills, a strong ability to assess client needs and identify opportunities, and a proven track record of delivering exceptional customer service.
You should also be comfortable working in a fast-paced environment and adapting to changing priorities.
The base salary range for this position is $45,000 - $75,000 per year, depending on job responsibilities and scope, geographic location, and candidate experience.
Required Skills and Qualifications- Superb interpersonal skills and a passion for engaging with clients
- Aptitude for assessing client needs and identifying opportunities
- Remarkable attention to detail and ability to prioritize
- Organizational skills to manage multiple tasks
A bachelor's degree or equivalent experience is preferred. Series 7 and 63 licenses (or ability to obtain within 6 months) are required for this role.
Benefits- Competitive total rewards package including base salary and bonus potential
- Opportunities for career growth and development
- Flexible work arrangements and hybrid work model
- A comprehensive benefits package including health insurance, retirement savings, and paid time off
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Client Relationship Manager
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Corporate Client Relationship Director
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