Client Engagement Specialist
3 days ago
About the Role:
Fidelity Investments, a privately held company, seeks an experienced Client Engagement Specialist to strengthen the financial well-being of clients. As a key member of the team, you will partner with clients to develop long-lasting relationships and inspire their dedication and engagement.
The Expertise We re Looking For- Proven customer service experience in phone or financial services will prepare you for this role
- Banking, insurance, or financial experience is an excellent addition to your background
- We will support you while you learn the FINRA licensing material and work to obtain the Series 7 and 63 licenses
- 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
Your mission as a Client Engagement Specialist is to provide exceptional client experiences that deepen relationships and drive business growth. You will identify opportunities to engage clients and deliver solutions that meet their needs.
The Skills You Bring- Superb interpersonal skills and passion to engage with clients
- An aptitude to assess client needs and identify opportunities
- Remarkable attention to detail and ability to prioritize
- Organizational skills to manage multiple tasks
- Being coachable, collaborative, and curious are your "go to" attributes
Fidelity s greatest advantage is our people, and we believe it is essential to approach life holistically. Our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you succeed in your role.
The Value You Deliver
- You will be a key contributor to the success of Fidelity by delivering exceptional client experiences and driving business growth
- By identifying leads and making effective introductions, you will directly impact the success of the branch
- Your efforts will be valued by clients and you will find working with those clients a rewarding experience
- As a technology champion for the branch, you will be an early adopter of technology and share what you have learned with the team
Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA
Company Overview
Fidelity Investments is a leader in providing investment and technology solutions to individuals, companies, and non-profit organizations. We strive to make a positive impact on the financial well-being of our clients and communities.
Why Join Us?
We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. Our hybrid working model blends the best of both onsite and offsite work experiences. We value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry.
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