Client Relationship Manager

6 days ago


GondrecourtleChâteau, Grand Est, United States Fidelity Investments Full time
Key Qualifications

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
Education and Certifications

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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