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Client Relationship Specialist
2 months ago
Position Overview:
As a Client Relationship Specialist, you will play a crucial role in nurturing connections with Fidelity's most esteemed clients. Your commitment to transparency and ethical practices will foster client loyalty and engagement, enabling you to cultivate enduring relationships. You will acquire skills to manage a portfolio of clients and effectively promote sales opportunities within that portfolio. Your contributions will be evident in the business outcomes and the rewarding interactions you will have with clients daily.
Key Qualifications:
- A college degree is preferred but not mandatory
- 1-3 years of experience in financial services, particularly in customer relations
- Sales expertise and familiarity with financial markets and products
- Exceptional interpersonal skills with the ability to provide tailored service to each client
- Ability to thrive in a compliance-focused, fast-paced environment
- Creative thinking and decision-making capabilities
- Current and valid Series 7 and Series 63 licenses
- Willingness to obtain a Series 65 license within 90 days of employment
Role Purpose:
The Client Relationship Specialist is integral to the branch team, responsible for managing client interactions and uncovering sales prospects. You will ensure that Financial Consultants are organized and that daily operations prioritize client needs.
Skills You Bring:
- Ability to drive targeted meetings that enhance client engagement
- Delivering exceptional service and memorable experiences for clients
- Sales-oriented with a strong understanding of financial planning
- Renowned for excellent written and verbal communication skills
- Dedicated to advocating for your clients' best interests
- Professional demeanor with communication styles suited for high-net-worth clients
Value You Provide:
- Essential to Fidelity's client relationship strategy
- Strengthening client relationships through long-term mentorship
- Collaborating with the wider Client Relationship team
- Managing the client contact strategy effectively
- Establishing meaningful, lasting relationships with clients
Impact of Your Work:
Fidelity Investments is dedicated to providing the highest quality customer experience in the financial services sector. We assist millions in saving and investing through personal investment accounts and workplace savings plans. Our associates build lasting relationships with clients, guiding them through our comprehensive range of investment products and services, including personalized investment advice, wealth management, retirement planning, income strategies, and educational savings solutions, along with integrated employee benefits offerings.
Certifications Required:
Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA
Company Overview
Fidelity Investments is a privately held firm committed to enhancing the financial well-being of our clients. We assist individuals in investing and planning for their futures. We also support organizations in providing benefits to their employees and offer investment and technology solutions to institutions and independent advisors.
Company Values
At Fidelity, we uphold values of honesty, integrity, and the safety of our associates and clients in a highly regulated environment. Certain positions may require candidates to undergo a preliminary credit check during the screening process. Candidates receiving a Fidelity offer will need to complete a background investigation and may be asked for additional documentation as needed. This investigation includes, but is not limited to, criminal, civil litigations, regulatory reviews, employment, education, and credit history (role dependent). Where allowed by law, Fidelity may also conduct a pre-employment drug screening.
Fidelity is an equal opportunity employer, committed to fostering a diverse workforce and creating an inclusive culture.
