Client Relationship Specialist

2 weeks ago

Chicago, Illinois, United States Fidelity TalentSource LLC Full time



Job Overview:



Client Relationship Specialist

As a Client Relationship Specialist, you will be responsible for nurturing connections with Fidelity's esteemed clientele. Your commitment to transparency and ethical practices will foster client loyalty and engagement, paving the way for enduring, positive partnerships. You will gain insights into managing a portfolio of clients and adeptly identify opportunities to enhance the value of these relationships. Your contributions will be evident in the growth of the business and in the rewarding interactions you will have with clients daily.



Qualifications We Seek
  • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to obtain series 65/66 upon hire
  • 1-3 years of experience in financial services with a focus on delivering exceptional customer service
  • Knowledge of financial planning and familiarity with market products
  • Excellent interpersonal skills and the capacity to provide tailored service to each client
  • Ability to thrive in a fast-paced, compliance-focused environment
  • Creative problem-solving skills and confidence in decision-making with team support
  • A degree and/or relevant professional certifications are advantageous; if you do not possess a CFP or degree, our Tuition Reimbursement program can assist you in obtaining one


Your Role's Purpose

The Client Relationship Specialist plays a crucial role within the branch team, dedicated to cultivating client relationships and discovering meaningful ways to enhance these connections. You will ensure that Financial Consultants remain organized and that client needs are prioritized in daily operations.



Skills You Bring
  • Ability to schedule targeted appointments that enhance client engagement
  • Client-focused mindset with valuable insights into financial planning
  • Genuine advocacy for your clients' interests
  • Professional demeanor with polished communication skills suitable for high-net-worth clients
  • Attributes of being coachable, collaborative, and inquisitive


Our Commitment to You

Fidelity's greatest asset is our people, and we recognize the importance of a holistic approach to life. We offer a competitive total rewards package, including a stable base salary, to acknowledge associate achievements. Our benefit programs are designed to help you and your family achieve a balanced lifestyle. We provide comprehensive training opportunities in-branch, regionally, nationally, and virtually to support all aspects of your professional development.

The Value You Provide
  • Integral to Fidelity's relationship strategy
  • Strengthening client relationships through long-term mentorship
  • Collaborating with the broader Client Relationship team
  • Managing the client contact strategy
  • Building enduring and meaningful client relationships


Certifications:

Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA

Company Overview

Fidelity Investments is a privately held organization dedicated to enhancing the financial well-being of our clients. We assist individuals in investing and planning for their futures, support companies and non-profit organizations in providing employee benefits, and offer institutions and independent advisors investment and technology solutions to manage their clients' assets.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to undergo a preliminary credit check during the screening process. Candidates who receive a Fidelity offer will need to complete a background investigation, which may include a review of criminal, civil litigations, regulatory compliance, employment history, education, and credit history (role dependent). Where permitted by federal or state law, Fidelity may also conduct a pre-employment drug screening.

Fidelity Investments is an equal opportunity employer. We believe that fostering a diverse workforce is essential to our success and strive to create a culture of inclusion and belonging.

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