Institutional Client Services Representative

4 weeks ago


Smithfield, Rhode Island, United States Fidelity Investments Full time

Job Description:

Fidelity Institutional is seeking a skilled professional to join our Institutional Client Group (ICG) as an Account Executive. In this role, you will work closely with our distribution channels to grow the institutional business and represent Fidelity's investment management capabilities to institutional investors and their related providers.

The successful candidate will be responsible for facilitating the servicing requirements of complex investment accounts, utilizing internal partners to deliver a robust experience for our clients. This will involve working across a collaborative culture, navigating competing priorities, and leveraging investment and financial acumen to drive client retention.

The ICG organization includes sales, relationship management, client servicing, consultant relations, and institutional portfolio management teams. As an Account Executive, you will be an integral part of a business that offers access to a comprehensive set of products and services, innovative investment tools, and dedicated client service professionals.

Key Responsibilities:

  • Build and manage relationships with sophisticated and demanding clients and internal partners
  • Work effectively across a collaborative and inclusive culture
  • Deliver industry-leading client service rooted in valuable, proactive, and timely communication
  • Seek out and use the capabilities and resources of Fidelity to bring value to our clients
  • Own critical operational issues and customer concerns through to resolution

Requirements:

  • Bachelor's degree required
  • 5+ years experience in the financial services industry, with client-facing experience preferred
  • Passion for investments and working with institutional clients
  • Critical thinking and creative problem-solving to promote client retention
  • Experience navigating within a large organization to deliver effective solutions

What We Offer:

  • A comprehensive set of products and services
  • Innovative investment tools and research
  • Dedicated client service professionals
  • A collaborative and inclusive culture

Fidelity's Hybrid Working Model:

Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.



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